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Troubleshoot File Uploads And Previews

Fix common file upload, preview, download, and sharing issues.

Most file issues are caused by upload interruption, permissions, expired links, or filters hiding the file.

Upload Does Not Start

Check these first:

  • Confirm you still have permission to manage files.
  • Try uploading a smaller file.
  • Check your network connection.
  • Refresh the page and upload again.
  • Make sure you are uploading into the correct folder or record.

If you are uploading several files, try one file first. That helps identify whether the issue is one specific file or the full batch.

If only one file fails, rename it with a simple filename and try again. Very long names, unusual characters, or corrupted source files can make upload or preview diagnosis harder.

Uploaded File Is Missing

If an upload completed but you cannot see the file:

  1. Clear search.
  2. Reset filters.
  3. Check whether you are inside a different folder.
  4. Switch to list view and sort visually by updated date.
  5. Turn on archived files only if you think the file was deleted.

Also check the related record. A file uploaded to a project, invoice, document, or task may not be in the folder where you expected to find it.

Ask the uploader where they were when they uploaded the file. Uploading from a record attachment panel can place the file in a different context than uploading from the main Files module.

Preview Does Not Load

Some files cannot be previewed by the browser. Select Download and open the file locally. If the downloaded file also fails to open, the original file may be damaged.

If preview matters for customers, test the shared or public page too. A file can download correctly while the browser preview is unavailable for that file type.

For large media or uncommon file types, download may be the expected workflow. Preview support depends on browser capabilities and the file format.

Download links can be secure and temporary. Return to the file and select Download again instead of using an old copied URL.

Check the share settings:

  • The share may have expired.
  • The maximum download count may have been reached.
  • The link may require a password.
  • The share may have been revoked.

Create a new share only after confirming the old one should no longer be used.

If a customer reports a share problem, ask for the exact link, whether they were prompted for a password, and the time they tried it. Then compare that with the share expiry, download count, and revoked status.

File Actions Are Disabled

Actions such as rename, move, replace, share, delete, or restore depend on file permissions and file state. Archived files show restore actions, while active files show regular edit actions.

If the file belongs to an invoice, document, project, task, or expense, check that related record as well. The file may be controlled by the workflow where it was attached.

Evidence To Collect

For file issues, collect the file name, size, type, folder or source record, upload time, action attempted, and whether download works. This separates upload, preview, permission, and sharing problems.

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