> ## Documentation Index
> Fetch the complete documentation index at: https://docs.credentialsportal.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Files & Uploads

> Upload, manage, and share files for people in your district.

Files in Credentials Portal are attached to individual people. Common uses include uploading signed forms, background check documents, quiz results, or other supporting materials related to a candidate's credentialing process.

\[Screenshot: Files section on a person's profile showing uploaded documents with names and dates]

## Upload a file

<Steps>
  <Step title="Open a person's profile">
    Navigate to **People** and click on the person you want to upload a file for.

    \[Screenshot: People list with a person's profile card highlighted]
  </Step>

  <Step title="Go to their Files tab">
    On the person's profile, click the **Files** tab.

    \[Screenshot: Person profile with the Files tab selected]
  </Step>

  <Step title="Upload">
    Click **Upload File** and select a file from your device. Supported formats include PDF, Word documents, images, and common office file types.

    \[Screenshot: File upload button and drag-and-drop area]
  </Step>

  <Step title="Add a name (optional)">
    Give the file a descriptive name so others can identify it easily.
  </Step>
</Steps>

## Interview file attachments

Files can also be attached directly to interview records during the interview documentation process. These appear in the interview form under file attachment fields.

See [Conducting Interviews](/help/board-members/interviews) for more on interview-specific attachments.

## Manage files

Administrators can:

* **Rename** a file by clicking its name and editing it
* **Delete** a file by clicking the delete icon
* **Reassign** a file to a different person (from the district-wide Files view in Settings)

\[Screenshot: File management options including rename and delete]

## Who can see files

File visibility follows role permissions:

| Role             | Access                              |
| ---------------- | ----------------------------------- |
| **Admin**        | All files for all people            |
| **Board Member** | Files for people they interview     |
| **Mentor**       | Files for their assigned candidates |
| **Candidate**    | Their own files only                |

## File storage

Files are stored securely and accessed only through the Credentials Portal application. Direct file URLs are authenticated — files cannot be accessed without a valid session.