Manage Storage

Last Updated: May 06, 2026

To access the Storage page, select the Storage option in the left-side navigation.

The Storage page has the following tabs:

  • My Files: Your stored files.
  • Shared with Me: Files shared with you.
  • Trash: Deleted files.

Vasion Automate showing Storage page.

Create a Folder

Follow these steps to create a folder:

  1. Select the plus sign (+) button in the upper-right corner.
  2. Select New Folder.

    Storage page showing expanded menu with Upload and New Folder options.

  3. Name the folder.

  4. Select Create.

Storage page showing New Folder modal.

The new folder appears in the My Files tab.

To navigate back through the folder structure, use the folder navigation path below the tab names.

Storage page showing folder navigation path.

Upload a File

Follow these steps to upload a file:

  1. Go to the folder or location in which you want to upload a file.
  2. Select the plus sign (+) button in the upper-right corner.
  3. Select Upload.

    Storage page showing expanded menu with Upload and New Folder options.

  4. Browse to and select the file.
  5. In the modal select Upload.

    Note that file sizes might appear differently between this modal and the storage tabs, depending on how the storage provider calculates file size.

  6. (Optional) Select Close on the modal after the upload completes.

    This modal shows whether any files fail to upload.

The file appears in the location you chose.

View a File

Double-click a file to open it. You can view the created date, size, file type, page count, and last modified date.

While viewing a file, you can use the More menu More menu. in the upper-right corner of the Details section to do the following:

  • Download the file.
  • Share the file.
  • Rename the file.
  • Move the file to the trash.

Use the action bar to do the following:

  • Zoom in and out.
  • Fit to screen.

Storage showing opened file, Details section, and action bar.

Download a File

Follow these steps to download a file:

  1. Select the More menu More menu. to the right of the file.
  2. Select Download.

    Storage page showing file and expanded More menu.

  3. (Optional) Close the modal.

You can also download a file while viewing it by selecting the More menu More menu. in the Details section and selecting Download.

Share

Follow these steps to share a file or folder:

  1. Select the More menu More menu. to the right of the file or folder.
  2. Select Share.

    Storage page showing file and expanded More menu.

  3. In the Name or Group field, search for and select the users or groups.

    You can select multiple users and groups at once.

  4. From the Name or Group field menu, select either Can View, Can Edit, or Owner.

  5. Select Share. These users and groups appear in the Who has access section.
  6. Add any additional users or groups, and apply the share permissions.
  7. Close the modal when you finish.

You can also share a file while viewing it by selecting the More menu More menu. in the Details section and selecting Share.

Storage page showing Share modal.

Change or Remove Share Permissions

Follow these steps to change or remove share permissions:

  1. Select the More menu More menu. to the right of the file or folder.
  2. Select Share.

    Storage page showing file and expanded More menu.

  3. In the Who has access section, use the dropdown menus to adjust or remove permissions.

  4. Close the modal when you finish.

Storage page showing Share modal and expanded permissions menu for group.

Delete

Follow these steps to delete a file or folder:

  1. Select the More menu More menu. to the right of the file or folder.
  2. Select Trash.

    Storage page showing file and expanded More menu.

The file appears in the Trash tab.

You can also move a file to the trash while viewing it by selecting the More menu More menu. in the Details section and selecting Trash.

Next Steps

Refer to the following: