Desktop app? Yes please!

The Samepage Desktop App for makes it even easier to hop into Samepage. One click and you're in. Plus, it'll help you synchronize your team files to your computer for easy updating and offline access.

Working with Files on a Page

Help Center > Articles > Files


Adding New Files

Opening and Editing Files

Uploading New File Version

Working with a Locked File

File Versioning


Samepage makes it easy to share files with co-workers in 3 different ways. Of course, you can attach files in chat messages, and you can also upload files to a team's FILES section. You can learn more about synchronizing those files to your computer in our help article on working with team files. The article below discusses the 3rd way - adding files directly to a page.

Adding New Files To A Page

You have two options for adding files to a page:

  • Drag & Drop - on a desktop web browser or with our Samepage Desktop App, drag files from your computer and drop them at any location on your page.
  • Use the Floating Plus - on desktop computers and mobile devices, a "plus" button will allow you to add anything to a page, including files stored on your hard drive and on popular cloud file sharing sites like Dropbox, Google Drive, etc. An example of how to use the floating plus button on a desktop computer is below.
Upload New File

Opening and Editing Files

You have two options for working with files on Samepage:

  • Download - downloads the file locally to your computer. To download a file, simply click the file and select Download.
  • Direct File Editing (Open In) - opens the file in its native application. This allows you to edit and save the file back to Samepage.

Note: You must be on the Samepage desktop app to use the direct file editing feature.

To Use Direct File Editing: 

  1. Click on the desired file and select Open In [app].
  2. Make changes to your file.
  3. Click Save, then close the file. You'll receive a push notification that your file was successfully uploaded to Samepage.

Uploading New File Version

To replace an outdated or existing file on Samepage:

Hover your mouse over the file. Then click the 3-dot menu next to your file. Then select "Upload New Version" to add your new file.

Upload New Version

Working with a "Locked" File

If you try to open a file that is currently open by another user, you will receive a "File Locked" message:

You have the option to wait (or ask!) the other user to close the file.

Or, you can select Edit Anyway. Any changes you make will result in another version of the file. Samepage will display the most recently saved file on the page, and keep all previously saved file versions in History.

If the file has been closed but you are still receiving a "File Locked" message, be sure to check out the troubleshooting article


File Versioning

To access previous file revisions:

  1. On the 3-dot menu next to the page name, select History.
  2. Click the highlighter icon next to the file.

The timeline will show you every saved file revision. From here, you can click on any of the previous file versions and download it to your computer.

We recommend you rename the file after downloading to avoid any confusion.

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