File

Document Metadata

Category: Customer / Information → Files / Documents
Audience: Administrators, Support Team, Customer Account Managers
Difficulty: Beginner to Intermediate
Time Required: 5–10 minutes
Prerequisites: Access to the ConnexCS control panel under a customer account; appropriate permissions to upload or manage customer files
Related Topics: Document Guide — overview of document types, Customer Portal Documents — how customers view files.
Next Steps: Use the Files section to upload required documents (e.g., contracts, proof-of-identity, invoices), then manage or request additional customer documents via the customer account interface.

Management File

Overview

The File module provides a centralized location for managing media and other files used throughout the platform.

You can organize files into folders, upload new content, and access resources required by various services such as recordings, voicemail, provider cards, and public assets.

The File section can store a variety of files, including (but not limited to) audio files for PBX (Private Branch Exchange), rate cards, or a logo for your portal.

Directory Overview

The following folders are available by default:

Folder	Description
recording	Stores call recordings generated by the platform
public	Contains publicly accessible files that can be referenced by applications or services
archived-cards	Stores archived card files for historical reference
audio	Contains uploaded audio files such as prompts, announcements, or IVR recordings
provider-cards	Stores provider card files used by the routing platform
voicemail	Stores voicemail recordings left by callers

!!! Note |The available folders may vary depending on your deployment and enabled features"

Add new file(s)

1. Navigate to Management File Public then click Upload at the top of the page and add the logo.
2. Navigate to the desired directory, select one or more files, then click Open.
3. The file should appear as the next item on the list if the upload is successful. (You made need to refresh the list.)

File Menu

The File menu provides options for uploading and previewing files within the Files module.

Option	Description
Upload	Upload one or more files to the currently selected directory
Preview	Opens a preview of the selected file. This option is only available when the selected file type supports previewing
Preview As	Opens the selected file using a specific preview format or viewer, when supported. This option is disabled if no compatible preview is available

Edit Menu

The Edit menu provides actions for selecting files, copying file information, and managing selected items.

Option	Description
Select All	Selects all files and folders in the current directory
Deselect All	Clears the current selection. This option is enabled only when one or more items are selected
Copy Path	Copies the full path of the selected file or folder to the clipboard
Copy Download URL	Copies the direct download link for the selected file. This option is available only for downloadable files
Delete	Permanently deletes the selected file or folder after confirmation. This option is enabled only when an item is selected

View Menu

The View menu allows you to customize how files and folders are displayed within the Files module. It also provides options for refreshing the current view and adjusting display preferences.

Option	Description
Refresh	Reloads the current directory and updates the displayed files and folders
Grid View	Displays files and folders as icons in a grid layout
List View	Displays files and folders in a detailed list format
Tree View	Displays the folder hierarchy in a navigation tree for easier browsing
Show Thumbnails	Displays thumbnail previews for supported file types
Show Hidden Files	Displays hidden files and folders within the current directory
Full Screen	Expands the file manager to occupy the entire browser window
Persist Path	Remembers the last accessed directory and automatically reopens it the next time the Files module is accessed
Metric Units	Displays file sizes using metric (decimal) units (KB, MB, GB) instead of binary units

Go Menu

The Go menu provides navigation options for moving between directories and quickly accessing specific locations within the Files module.

Option	Description
Forward	Moves to the next directory in the navigation history. This option is enabled only after navigating back
Back	Returns to the previously visited directory
Open Containing Folder	Opens the parent directory of the currently selected file or folder. This option is available only when applicable
default	Navigates directly to the default (root) directory configured for the current user
Go to Folder	Opens a dialog that allows you to navigate directly to a specified folder path

Help Menu

The Help menu provides access to file manager preferences, keyboard shortcuts, and application information.

Option	Description
Settings	Opens the file manager settings, allowing you to customize its theme and defualt settings
Shortcuts	Displays a list of supported keyboard shortcuts for quicker navigation and file management
About	Displays information about the file manager, including the application version and other details

Sorting & Display Options

The Sorting & Display Options panel allows you to control how files and folders are sorted and filtered within the Files module. These settings help you quickly locate specific files or customize the directory view.

You can sort by Name, Date, or Size in ascending or descending order.

Display Filters: Choose which items should be displayed in the current directory.

Option	Description
All Items	Displays both files and folders
Files Only	Displays only files, hiding all folders
Folders Only	Displays only folders, hiding all files

Enable Show Hidden Files to display files and folders marked as hidden.

Click Reset to restore the default sorting and display settings. This clears any custom sorting or filtering applied to the current view.

Integration of logo

1. Navigate to Setup Integrations Portal.
2. Click on the name of the Domain you want to integrate the logo.
3. A dialog box will appear, click on Advanced option.
4. Then click on Upload logo and Save it.

Recommended dimensions of the logo: height: 75 px and width: 300 px.

Upload Errors

If an error occurs, check your browser settings and operating system for things like firewalls or pop-up blockers which may prevent uploads of a certain type.

Specific file type functions

• Text to Speech: Under Audio files, select . Enter the text, select the voice, and define the file name. To preview the audio, select Play Voice. When the audio is ready, click Save. In addition, we also support SSML for our TTS.
• Download: Use Download to download a file you've selected.

Remove files

Select a file from the list and then click the trashcan button.

Auto Archival

We support the automatic archival of rate cards. These can be downloaded in .csv format for convenient access and record-keeping.

SFTP Access

Overview

SFTP (Secure File Transfer Protocol) allows users to securely access and manage files stored within the ConnexCS File System.

Using an SFTP client, users can connect directly to their ConnexCS storage and perform file operations such as:

• Downloading call recordings
• Accessing voicemail files
• Managing uploaded audio files
• Retrieving files from the File System
• Uploading, modifying, or deleting files (subject to permissions)
• Performing bulk file transfers
• Automating backups and integrations

SFTP access provides an alternative to the web-based File Manager and is particularly useful for bulk file operations, automated workflows, and third-party integrations.

---

Prerequisites

Before connecting via SFTP:

1. SFTP access must be enabled for your account.
2. You must have a valid ConnexCS account.
3. An SFTP client must be installed.

Supported clients include:

• WinSCP
• MobaXterm
• FileZilla
• Cyberduck
• OpenSSH Command Line

How to enable SFTP access?

1. Login to your account.
2. Navigate to Profile :material-menu-right: Advanced. Click on Edit.
   
   
3. Enable the Flags. Click Save.
   
   

---

Authentication Methods

ConnexCS supports the following authentication methods:

Username and Password

Users can authenticate using the same credentials used to log in to their ConnexCS account.

SSH Key Authentication

Users can optionally authenticate using SSH public/private key pairs.

SSH key authentication provides enhanced security and eliminates the need to enter passwords.

---

Configuring SSH Keys

To authorize an SSH key:

1. Login to your account.
2. Navigate to Profile :material-menu-right: SSH Keys.
3. Create a New SSH Key.
   
   

4. Enter Key Details:

   • Key Name (Identifier)
   • SSH Public Key
     
     

   Only the Public Key should be uploaded. Never upload your Private Key.

5. Click on Save. After saving, the SSH key becomes available for SFTP authentication.

---

SFTP Connection Details

Use the following connection settings:

Parameter	Value
Protocol	SFTP
Host	sftp.connexcs.com
Port	22
Username	Enter the username (ConnexCS email) you use to sign in to the ConnexCS Control Panel
Authentication	Password or SSH Key

---

Connecting Using Username and Password

1. Open your preferred SFTP client.

2. Configure the connection:

   Setting	Value
   Host	sftp.connexcs.com
   Port	22
   Username	Your ConnexCS Username (email)
   Password	Your ConnexCS Password

3. Click Connect. The system will authenticate using your standard ConnexCS login credentials.

---

Connecting Using SSH Keys

1. Upload your Public SSH Key to ConnexCS.
2. Open your preferred SFTP client.

3. Configure:

   Setting	Value
   Host	sftp.connexcs.com
   Port	22
   Username	Your ConnexCS Username (email)
   Authentication	SSH Key

4. Select the corresponding Private Key from your local machine.

5. Click Connect.

---