Table of Contents

Cloud Drive

Lordell Updated by Lordell

The Capacity Cloud Drive gives users the ability to upload, download, and share files directly from the Copilot Console. 

Uploading Files

  1. Select the folder you want to add files to. If a folder is not selected, the file will appear at the bottom of your Knowledge Library.
  2. Click the New button located at the top of the blue side bar.
  3. Select File Upload > Choose a file to upload.
  4. For users to access the files through the chat interface, turn Public Links On when the upload screen appears.

Files stored in the CoPilot Console are accessible via Public Links. To turn on or off link sharing for a file: 

  1. Select the file you want to make accessible.
  2. Click on the Public Link icon located in the upper right hand corner.
    1. To turn on the public link, toggle the Public Link button to the On position. Now users can access and download these files. 
    2. To turn off the public link, toggle the button to the Off position. Users can no longer access these links or download these files.

To link a public file to an exchange:

  • Highlight the text you want to hyperlink and click the link icon.
  • Click the Link to File tab in the upper right hand corner of the window and choose the appropriate file.
  • Please make sure Public Links is enabled for the file you want to link.

Optional: Click Link to Page # in the bottom left corner to load the file on a specific page.

Supported File Types

Image / Document






















Troubleshooting Checklist

Upload Errors
  • Files are limited to 200 MB. Please ensure your file is less than 200MB.
  • You may be attempting to upload an unsupported file type. Please check that your file is supported.
  • Confirm upload was successful. CoPilots will receive a notification when an upload is complete. If the upload is interrupted, you will need to upload your file again. 
Duplicate Name Errors

If a new file upload contains the same name as the previous file, and they are located within the same folder, you will receive an error message and be prompted to give the new file a unique name. 

NOTE: Files that are located in separate folders can have the same name as other files. 

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