File explorer

Before you start

• The Owner, Admin, Member or Support role in the workspace to see and upload files.
• To rename a file that someone else added: the Owner, Admin or Support role.
• To delete a file that someone else added: the Owner role. The file of a bill or an invoice cannot be deleted here.

The files of the workspace

In the sidebar, choose Files. File Explorer lists every file of the workspace, with its scope:

• Workspace: a file uploaded on this page, or a document of a split PDF.
• Bank account, Import and Export: the files of a bank account, as Bank account files describes.
• Bank transaction, Draft Payment and Scheduled Payment: a file attached to a transaction or a payment.
• Invoice: the file of a bill or an invoice.

Search, filters and views work as on the files of a bank account: Search files…, Type, Scope, Date and Reset narrow the list, the buttons at the top right switch between a table and a grid, and Preview set to On shows each file in the grid.

Upload files

1. Open the upload menu. Choose Upload File at the top right.
2. Choose a plain upload. Upload Files adds each file as it is.
3. Pick the files. They appear in the list with the scope Workspace.

The page takes PDF, CSV, XML and text files, and images in BMP, JPEG, PNG, TIFF and WebP. You can also drop files on the list: The file will be uploaded to your workspace.

Split a PDF

1. Open the upload menu. Choose Upload File at the top right.
2. Choose the split. Upload & Split PDF takes a PDF that holds several documents, such as a batch of scanned mail.
3. Pick the PDF. Processing documents tells you that Sway is cutting it up and sorting its documents.
4. Find the documents. Each bill and each receipt goes to Incoming bills; any other document, such as a contract or a statement, appears here with the scope Workspace, named after the PDF and its pages.

Rename a file

1. Open the dialog. Choose Rename in the menu of the file, at the end of its row or beside its name in the grid.
2. Type the new name. In Rename file, change the name in Filename. The extension, such as .pdf, stays as it is.
3. Save it. Choose Rename. Sway confirms with Change successful.

Download or delete files

• Click a file in the table, or its name in the grid, to download it.
• The menu of a file holds Delete. Are you sure you want to delete this file? asks before Sway deletes it.
• Tick several files, then open 3 selected at the top right and choose Download or Delete. A file that your role cannot delete stays out of the deletion.

Fields

Field	What it takes	Required
Filename	The new name without its extension. It cannot contain a character that file names do not allow, such as a slash, a colon or a question mark.	Yes

Next step

Follow the bills that a split PDF produced in Incoming bills.