VoyjHelp Centre

Documents

Updated 8 September 2026

Open Documents

  1. Click Documents in the sidebar. The library opens with folder navigation along the top.
  2. Click a folder name to open it. The breadcrumb at the top lets you step back.
Voyj Documents library with folder breadcrumbs, search box and recent files grid.
The Documents library. Folders are listed first; recent files appear underneath.

Upload files

  1. Click + Upload.
  2. Drag and drop files into the upload zone, or click Browse to pick from your computer.
  3. Choose the destination folder. You can upload into the current folder or create a new one.
  4. Wait for the upload progress bar. Files appear in the list as soon as each one finishes.

Create a folder

  1. Click + New folder in the top-right.
  2. Type a name. Folder names can include spaces, dashes and dots.
  3. Save. The folder appears in the breadcrumb and you can drop files into it.

Rename or move a file

  1. Click the three-dot menu on the file row.
  2. Pick Rename or Move.
  3. For Move, pick the destination folder.

Share a file with a client

  1. Open the file.
  2. Click Share and pick the case or contact.
  3. The file appears on the case's Files tab and (if enabled) on the contact's client portal.

File field reference

Name
The display name. Renamed on upload if it collides with an existing file.
Type
Detected from the file extension and MIME type. PDFs, images, slides, spreadsheets and common video formats are supported.
Size
File size in kilobytes. Voyj caps uploads at 100 MB per file.
Uploaded by
The coach or client who uploaded the file. Click to view their profile.
Linked records
Every case, session or contact the file is linked to. Add more by clicking Link.
Tags
Free-form labels. Use them to find related files quickly with the search box.