Manage company files
How HR uploads, renames, and deletes company files so employees can view and download them, who is allowed to do each action, and how to fix an upload that failed.
The Files page in CLVR Benefits is where your company keeps documents that every employee can open, like policies, handbooks, and benefit guides. If you are on the HR team you also get an upload area at the top of the page, plus rename and delete controls, so the shared library stays current and tidy. Employees see the same page without those controls: they can browse and download, but not add or change files. This article covers uploading, renaming, and deleting company files, who can do each action, and how to fix an upload that did not go through.
Open the Files page
Sign in to CLVR Benefits and go to Files from the navigation. The heading reads Company Files with a Beta badge next to it.
- HR users see an upload area at the top, followed by the list of files.
- Employees see only the list of files, with no upload area.
If you do not see the upload area, your account is not set as an HR user. Ask your HR contact to confirm your access.
Upload files
The upload area is labelled Upload Company Files Here, with the hint Drop files here or click to browse.
Drag one or more files onto the upload area, or click it to open your file picker. You can select several files at once.
While the files transfer, the area changes to Uploading... and Please wait. Stay on the page until it finishes.
When it is done, a green Success notice confirms how many files uploaded (for example, "3 files uploaded"). The new files appear in the list below right away.
Uploaded files are visible to everyone at your company the moment they appear. There is no separate publish or share step.
The file keeps its original file name. The name employees see is that file name without its extension, so Benefits guide 2026.pdf shows as Benefits guide 2026. You can change the displayed name later by renaming the file.
Two limits apply to every upload:
- Type. Only allowed file types go through. These cover PDFs, Word and Excel documents, CSV, Apple iWork files, and PNG or JPG images. Select Supported files under the upload area to see the full list.
- Size. Each file can be at most 10 MB, shown as Max file size: 10MB. The combined size of an upload also has to fit within your company storage limit.
If a file is the wrong type, you see an Invalid file type message and that file is skipped. If an upload would push you past your storage limit, you see Storage limit exceeded and nothing is uploaded.
Rename a company file
If a file has an unclear or outdated name, you can change the name CLVR shows for it without deleting and re-uploading. Renaming updates only the display name in the file area, so links, downloads, and the file itself stay exactly as they were. The rename control lives in grid view.
Go to Company Files and make sure you are in grid view (use the view toggle next to the search box).
Single-click the file you want to rename. The card highlights to show it is selected.
A pencil icon (Rename file) appears next to the view toggle. Select it to open the rename dialog.
Edit the text in the File name field, then select Save or press Enter. Select Cancel to close without changes.
A green File renamed message confirms the change, and the new name shows in both grid and list view straight away.
Single-clicking a file selects it; clicking the same file again opens it for preview or download. So select the file once, then move to the pencil icon rather than clicking the file a second time.
Renaming changes only the display name shown in your file area. It does not change the underlying file, its contents, or its file extension, and people who download the file still get the original file. Only the label in CLVR is different.
Delete a company file
When you need to take a file out of CLVR, deleting it on the Company Files page removes it for good and immediately stops employees from seeing or downloading it. Because deletion is permanent, CLVR asks you to confirm first. The delete action also lives in grid view.
Switch to grid view if you are in list view, then single-click the file you want to remove so it becomes selected.
Select the red trash icon (Delete file) that appears next to the view toggle. There is a pencil icon next to it for Rename file, so check you have the right one.
A Delete file dialog names the exact file and warns that the action cannot be undone, for example: "Are you sure you want to delete Q1 handbook.pdf? This action cannot be undone." Select the red Delete to remove the file, or Cancel to keep it.
When it works, a green File deleted notice appears, the file disappears from the page, and any storage space it used is freed up against your company storage limit right away.
Deletion is permanent and there is no undo. The file is removed from CLVR storage and cannot be recovered from the webapp, so download a copy first if you might need it again. Employees lose access immediately. If you only want to tidy up the name shown to employees, rename the file instead.
Who can upload, rename, and delete
Every employee can find Company Files, search it, and open or download what is there. The controls that change files are reserved for the HR team, so the shared library stays trustworthy for the whole company.
What every employee can do:
- Search files by name with the search box.
- Switch between Grid view and List view with the view toggle (your choice is remembered next time).
- Open a file. PDFs and images open in a preview window; other file types download straight to the device.
What only HR users can do:
- Use the Upload Company Files Here dropzone at the top, with a storage bar showing how much of the company's space is used.
- Rename a file (the pencil) to give it a clearer display name.
- Delete a file (the trash icon) to remove it for good.
This split is intentional. Company Files is a single shared library, so if everyone could rename or delete, documents would drift or disappear. Keeping changes with HR users means employees always see one clean, current set of documents.
Company Files are private to your company. Only employees of the company that owns a file can open or download it, and HR users can only manage files that belong to their own company. Files are never shared across companies, even by accident.
Looking for documents that should not be visible to employees at all? Those belong in Internal Files, a separate space shared only with CLVR, not with your staff. See the related articles below.
Troubleshooting
When a file will not upload, it is almost always one of a few known reasons, each with a clear notice in the top corner. The same upload area and notices apply to both Company Files and Internal Files, so these fixes work in either area.
- The file type is not allowed. You see an Invalid file type notice listing the Allowed types. Supported formats are PDF, Word (.doc, .docx), Excel (.xls, .xlsx), CSV, Apple iWork (.pages, .numbers, .keynote), and images (.png, .jpg, .jpeg). Convert the file to a supported format (PDF is safest for documents) and drag it in again.
- The file is larger than 10 MB. A file over the limit is not accepted, so nothing happens when you drop it. Shrink it and retry: re-export a PDF at lower quality or split it, or save an image at a smaller resolution. If you drop several files and one is too large, the others under 10 MB still go through, so check the list.
- The storage limit would be exceeded. Each area has its own limit (100 MB by default). You see a Storage limit exceeded notice telling you how much space you need and how much is left. Delete files you no longer need from the same area, then upload again. The usage bar under the upload area shows how close you are.
- Internal files require HR access. Internal Files can only be uploaded by HR users. On a regular employee account the upload area does not appear. Make sure you are signed in with your HR account.
- One file in a batch failed. Each file is sent on its own, so one failure does not stop the rest. You see a Failed to upload [filename] notice for that file while the others succeed. Retry just the file that failed; re-uploading is safe and does not duplicate the files that already went through.
- I do not see the upload area, or the rename and delete controls. Only HR users get them, and in grid view the rename and delete controls appear only after you select a file. Ask your HR contact to confirm your account is set up as HR, and select a file first.
- An employee cannot change or remove a file. That is expected. Only HR users can upload, rename, and delete; employees can browse, open, and download.
- The name looks wrong. The displayed name is the file name without its extension. Rename the file to show something clearer.
- I deleted the wrong file. It cannot be restored from the webapp. Re-upload the file to put it back, then check the name before deleting next time.