Knowledge and content
Upload, browse and manage assets
Keep project files accessible and distinguish uploads from connected-provider files.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/assets
1. Open Assets
Choose Assets under Content & knowledge.
Expected result: The project asset browser appears.
Confirm it worked: Review file-type and source controls before uploading.
2. Upload a file
Use the upload control and choose a supported sample file. Wait for upload feedback before leaving the screen.
Expected result: A successful upload creates a project asset record.
Confirm it worked: Find the file in the browser and verify its displayed name.
3. Inspect or open the asset
Open Actions for [filename], then Details to inspect or edit tags and description. Click Save details. Use Open from the action menu to view the file when available.
Expected result: The preview or signed opening action displays the selected asset.
Confirm it worked: Confirm the preview matches the file; access remains scoped to the current project.
4. Filter and manage files
Use file-type tabs and Asset source to narrow results. Use the record’s action menu only after checking its name and source.
Expected result: The list reflects the selected type/source.
Confirm it worked: Refresh to verify an upload or management action persisted.
Troubleshooting and alternatives
A connected file may need importing before becoming an Eva asset. Search and source filters can hide uploaded files.
If a preview or upload fails, check supported type, file size, connectivity and permission. Do not share signed URLs as durable public links.