---
title: "Member files"
description: "You can store any files for your members, which you then have available online at any time."
url: https://help.eos.cz/en/articles/163-member-files
collection: "Members"
updated: 2026-10-30
language: en
alternates: [cs, pl, sl, sk]
---

# Member files

You can store any files for your members, which you then have available online at any time.

## Module location

-   You will find member file management in **Management > Members > Member files.**
    
-   This is a page for clear work with all files of all members. To work with the files of individual members you can go to the member detail.
    

[

Member database

A database of all your members including any representatives they may have – both active and inactive. It offers search, advanced filtering, import and a wide range of exports.

](https://help.eos.cz/en/articles/141.md)

## Creating a new file

-   A new file is created when a member sends a request containing a file – you can save it directly to the member.
    

[

Requests

Through requirements, you can create tickets for individual members to get various information or documents from them. Members can create tickets for management if they need to request something.

](https://help.eos.cz/en/articles/97.md)

-   You also create a new file for an individual member in **Management > Members > Member detail > Files** or on the **Member files** overview page:
    
    -   Click **New file (**or the **“+”**) button and upload the file.
        
    -   Select the **Member** the file is being uploaded for.
        
    -   For better organization, fill in the file **Name**, select **Tags** and/or fill in an **Internal note.**
        
        [
        
        File tags
        
        To keep member files better organized, you can create your own tags and then use them to label and filter files.
        
        ](https://help.eos.cz/en/articles/115.md)

-   Set **Access** – whether the file will be visible only to the organization’s administration, the coaching staff, or the member themselves.
    
    > **Info:** The member then sees their own files that you set as visible in **Member zone > My overview > Member profile > Files**.
    
-   When creating or editing a file, choose whether you want to send the member a **notification** about a file accessible to them / a change in the file.
    

## File list and actions

### Searching and filtering

-   Use the search bar to search files by member name, file name or internal note.
    
-   Filter all files by these parameters:
    
    -   **Date created** – filter member files by the date and time of creation.
        
    -   **Last change** – filter member files by the date of the file’s last change.
        
    -   **Access** – filter member files by whether the organization’s administration, the coaching staff or the member themselves in their profile has access to them.
        
    -   **Tags** – filter files by assigned tags. You can also combine assigned and excluded tags and display, for example, files that have tag A assigned but at the same time do not have tag B.
        

### Other actions

-   In the list you will find important information about the files in the individual columns, including the option to **preview** and **download**.
    
-   Right-click the row with the file (or the context menu **three dots**) and the following actions are available:
    
    -   **Quick preview** of the document
        
    -   **Download** the document
        
    -   **Change history**
        
    -   **Edit**
        
    -   **Delete** – completely deletes the document from the member
        

## **Permissions and access**

-   **Management permission:** Managing member files requires write permission for the **Members** module.
    
-   **Change history:** Users with access to the **Logs** module can view the history of all changes in any record.