SERENESTUDIO

Using the File Picker

The file picker lets you attach files from your Files module directly in other features — mail messages and eSign documents — without uploading the same file twice.

Where the file picker appears

The file picker is available wherever you can add an attachment or select a source document:

  • Mail compose — when adding an attachment via Attach file → Pick from Files.
  • eSign — preparing a document — when selecting a PDF to convert for signing.

Using the file picker

The picker opens as a modal or drawer panel:

  1. In the compose window or feature form, select the attachment or file option.
  2. Select Pick from Files (distinct from uploading a new file from your computer).
  3. The file picker opens showing your Files root folder.
  4. Navigate to the folder containing the file you want. Use the folder list on the left to move between folders.
  5. Select the file. A checkmark confirms your selection.
  6. Select Attach (or Use this file, depending on context).

The file is attached or linked. The same stored file is referenced — no copy is created.

Browsing and searching in the picker

The picker mirrors your Files module structure:

  • Folder navigation works the same way — select a folder to enter it, use the breadcrumb to go back.
  • A search field at the top of the picker filters by filename.

File not appearing

If you cannot find a file in the picker:

  • Verify it has been uploaded to Files. If not, upload it first via the Files module, then return and open the picker again.
  • Check that you are in the correct folder.

Next steps