Skip to main content

Work with entity files/documents

Open any entity and go to Entity data > Files to see every file and document uploaded for the entity.

See a file/document

To see a full view of a file or document:

  1. Open the entity and navigate to Entity data > Files.

  2. Select the file name to open the details panel.

  3. In the panel, select the item name. The full view is displayed.

    Full view of an uploaded file

If there are multiple images in a document, use the Previous and Next Previous / Next navigation buttons buttons to navigate between them.

To collapse the Activity and Details panel, select the Hide Collapse panel icon button button.

Share a file/document

Each file and document has a unique URL that you can share.

To get the URL:

  1. Open the entity and navigate to Entity data > Files.

  2. Select the file name to open the details panel.

  3. Select Copy file URL.

  4. Paste the URL into an email or chat to share it.

The URL recipient can only view the file/document if they have permission to see the entity. In other words, the recipient must be a Maxsight user with permission to view one or more of the entity's assessments. You can also copy the URL from the full preview window.

Delete a file/document

Prerequisites

You must have Read and write access for the Permanently delete files permission to delete files and documents.

Caution

Once a file or document has been deleted, it is not possible to recover it via Maxsight or the API.

To delete a file or document:

  1. Open the entity and navigate to Entity data > Files.

  2. Select the file name to open the details panel.

  3. In the panel, select Delete file.

    File preview panel with mouse hovering over Delete file button.

  4. The Delete file contents dialog is displayed. If the item is a document with multiple content elements, such as a passport with the front of the document and a selfie, each content element is selectable. Select all the content elements you'd like to delete.

    Delete file contents dialog

  5. Select Delete. The selected content elements are no longer displayed in Maxsight and cannot be retrieved via the API. Any mentions of the file, for example, in the audit report, check results, or task notes, now say, "This file has been removed."

    The file or document name, activities, and details are still displayed.

    File preview panel showing the file has been removed.

    If you're using the File deleted on an entity notification setting, you'll receive a notification to say the file is deleted.

It is not possible to delete files and documents via the API. If you try to retrieve a deleted file or document via the API, a 410 (Gone) status code is returned.

Additional information

In this section: