Share Files with Coaches

You and your coaches can send and receive files with each other in the Chat panel.

 

Note the following types and constraints for file sharing:

    Supported file types

      Spreadsheets: csv, xlsx

      Slideshows: pptx

      Documents: doc, docs, pdf

      Images: jpg, jpeg, png

      Videos: mp4, mov

    Size and volume constraints

      Maximum 5 files can be included in a single upload

      Maximum 25MB in a single of upload (combined size of all files being uploaded in a single action)

 

To share files with a coach:

 

1.    In the Ed banner, click the Coachly tab.

 

 

The Coachly Home panel appears, showing the selected coach at the top of the panel.

 

Coachly panel Home page

 

2.    (If necessary) Select the coach with whom you want to send/receive file(s), by doing the following:

 

3.    Click the Chat tab. The Chat panel appears.

 

4.    Depending on the action to be taken, proceed as follows:

Action

Steps

Select files to send

a.    In the message in the box, click the attach file icon (paper clip).

 

Chat panel showing attachment icon

 

b.    Browse your files to locate and select the file(s) to be shared.

 

The file name displays in the message field.

 

Message with file uploaded

 

c.    Click the arrow button to send the file(s) to your coach.

 

Send files using drag and drop

a.    Browse your files to locate and select the file(s) to be shared.

 

b.    Drag the file(s) into the chat window.

Files being dragged and dropped into chat window

 

The file displays in the chat window, showing the file name and a preview of the file, if available.

Chat window with shared file

 

c.    Click the arrow button to send the file(s) to your coach.

 

Open/Download files received from your coach

If your coach sent you a file, the file displays in the chat window, showing the file name and a preview of the file, if available.

Chat window with shared file

 

    Click the vertical ellipsis button vertical ellipsis button and select Open or Download.

Chat window with file to open or download

 

 

Note: An error message displays if the file fails to upload or download. Errors may occur if the files exceed the size or volume limits.