Open the place where your team will find the files
Open the library, manual folder or collection where the team should find the files. Use existing files when they already belong there. You can add existing files to a folder instead of uploading another copy.
Choose the information that will help this audience, such as a clear product name, language or campaign tag. Use the fields already available in the library.
Prepare the files
- Upload any missing files
Done when: The files appear in your chosen destination and have left the active upload list. A bar at 100% can still mean Finalizing. Skip files already uploaded.
- Add useful file information
Done when: Each file has a recognizable name and the tags or property values needed for the team’s searches.
- Set the files’ audience
Done when: The files have appropriate access for the intended users. A folder’s audience alone does not establish every file’s access.
Check that your team can use the files
Ask someone in the intended audience, using their ordinary Pickit account, to open the destination, find a file and preview it. Then have them choose Download or, in a supported add-in, Insert, accepting any required usage terms.
An administrator can see content that an ordinary user cannot. If a preview is still processing, let it finish before checking it.
The workflow is complete when the intended user can find, preview and use the files they need.