Add, rename or remove a file kind Administrator

Your file kinds match how your practice labels its files.

Before you start

Administrator Only the Administrator can do this.

Settings › Files › File kinds

N3E

SettingsManage your workspace details, team and preferences.

BusinessPrivacy policyTeamOnline bookingMessagingFiles

Storage

462 KB of 5 GB used · 0%

File kindsUsed across the whole workspace.Add kind

Report In use · 1 fileRename Remove

Illustration: the screen may look slightly different.

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Add a kind, rename one or remove one.
When you rename a kind, its files keep it under the new name.

A kind can't be removed: It's still on at least one file, and marked as in use.

The Storage card on the same page shows how much of your 5 GB is used, split between business and client files. At 5 GB nothing more can be uploaded, new privacy policy versions included.

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