Files Management2025-06-17T17:47:17+00:00

Files Management

Keep your team’s files organized, up to date, and always within reach—no more guesswork or outdated versions.

  • Upload, organize, and manage documents in one system

  • Track file history, including revisions, accesses, and downloads

  • Control access by user, team, or role

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Organize, Track, and Secure Your Documents

Your entire company’s files—organized, secure, and easy to manage. Capability’s Files Management extension provides a centralized system where users can upload, categorize, and manage documents with ease. From policies and SOPs to certificates and HR forms, everything is right where it should be, with tools that make managing them effortless.

Advanced

Permissions

Bulk

Export

Version

History

A Complete Document Management System

With Files Management, you’re not just uploading documents—you’re creating a smarter, more accountable system for handling critical information. Here at Capability, we know the importance of properly managing safety documents, training materials, HR files, and more. That’s why we built this extension to make handling this responsibility as simple and easy as possible.

Create Custom File Types

Set up shortcuts to automatically organize and tag recurring document types, like safety checklists, onboarding packets, or certification records.

Maintain Records for Reporting

Download individual files or bulk export document records to meet internal audit or compliance requirements.

Track File Engagement

Activity logs allow you to see which team member last accessed a file, when it was downloaded, and what edits were made with a full audit trail.

Built for Secure

Streamlined Oversight

Our Files Management extension gives you the power to set access controls, track every interaction, and move files in and out of the system with ease. Uploading policies, tracking version history, assigning access based on roles—this extension ensures your files stay secure, searchable, and fully auditable at all times. Additionally, advanced filtering, permission controls, and automated tracking, allows you to take full control of your file ecosystem—without the hassle.

  • Control exactly who can view, edit, download, or print each file based on user, role, or team

  • Automatically save every file revision so you can always view or restore previous versions

  • Disable downloads or printing for sensitive materials

  • Use powerful search and filter options—including date, user, team, category, and more—to instantly locate the exact file you need.

  • Organize files by category and create file types with shortcuts for specific file grouping

  • Track every action for accountability using built-in Activity Logs

Your All-in-One Training & Work Management Solution

Manage All Your Documents in One Place

The Files page gives you full control over your organization’s documents with a clear, searchable interface that lets you find and manage files quickly—so you always have what you need at your fingertips.

Upload and Import Files Effortlessly

Add new files in just a few clicks, or save time by importing multiple files at once using a CSV upload. This feature streamlines adding large batches of documents, ensuring your files are accurately cataloged and ready for use without tedious manual entry.

Organize Your Files for Faster Access

Group your files by creating and managing custom File Types and File Categories. This powerful sorting system makes it simple to find exactly what you need, when you need it, improving efficiency and keeping your document library neatly organized.

Important Files, Always Within Reach

Can’t get to your work computer? No problem! We built Capability to be mobile-friendly, so you can upload, review, and manage important files straight from your mobile device. Whatever the task at hand, Files Management keeps your workflow moving no matter where you are.

This mobile functionality extends to your team members, as well. With Capability, your team can access training, complete courses, and receive important updates right from their phone or tablet. Whether they’re in the field, on the go, or between meetings, employees never have to worry about falling behind just because they’re away from a computer. Learning fits into their day—wherever work takes them.

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Included with Capability Core

Included with Capability Plus

FAQs

Can I get started for FREE?2025-05-23T17:58:28+00:00

Yes! Capability has a free option that still includes powerful features such as Users, Teams, Courses, and Reports. You can view plans here.

Are there contracts?2025-05-23T17:59:29+00:00

Most of our plans do not involve contracts. The only one that does is our Enterprise plan, designed for large companies (500+ employees).

How can I speak to someone?2025-05-23T17:48:51+00:00

You can call us at +1 (866) 943-6887, email us at help@capability.work/app, or use our Live Chat feature at the bottom right of the page to speak with an expert immediately.

How do I upload a file?2025-06-02T18:58:44+00:00

Under Files on the left hand menu, select Add a File, and enter the relevant information into the required fields (marked with an asterisk). You can upload a file under File by selecting Choose File. Be sure to select Save before leaving this page.

How should I best organize my files?2025-06-02T19:00:40+00:00

Utilize both File Type and File Category to group Files together and make finding specific Files fast and easy.

How do I decide who is notified when a file is uploaded?2025-06-02T19:00:30+00:00

When adding a file, you can select one or more users to be Watchers by using the dropdown menu under Watcher. The selected user(s) will be notified when the File is uploaded, edited, or viewed.

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