Uploading Content to Subflow: Manage & Share Your Digital Resources

Subflow allows you to upload, organize, and deliver any type of digital content through our Files system. Think of it as your built-in content library—similar to Google Drive or Dropbox—tailored for seamless sharing with contacts, patients, or team members via SMS, email, and workflows.

What Are Files in Subflow?

Files are digital assets (like documents, videos, PDFs, images, etc.) that you can:

• Organize into folders (called Collections)

• Easily share via direct links

• Attach to messages, workflows, and broadcasts

• Track (coming soon) for engagement and usage

Supported file types include:
PDF, PPTX, MOV, MP4, JPG, PNG, DOCX, XLSX, and more.

💡 Tip: Use clear, consistent folder structures to help your team find and send content efficiently.

Creating a Collection (Folder)

To create a new folder to store related files:

1. Go to the Files tab in the left-hand navigation

2. Click the dropdown next to “Upload File” in the top-right corner

3. Select “Create Collection”

4. Name your collection (e.g., Patient Onboarding, PT Exercises, Pre-Op Materials) and save

5. Click into the new collection to begin uploading content

Uploading a File

Once inside a collection:

1. Click “Upload File” in the top-right corner

2. Choose a file from your local device

3. The file will appear in your collection once uploaded

Managing Files

Each file in your collection has an options menu (three dots icon) where you can:

• Copy Link – Generate a unique URL to send to contacts via SMS, email, or workflows

• View Details – Upload a custom thumbnail (used as a preview/OG image when shared)

• Edit Properties – Rename the file, update metadata, or set as Published or Unpublished

• Download – Save the file to your local device

• Move To – Reorganize files into different collections

• Delete – Remove the file permanently

📎 Every file and collection has a unique shareable link
Your contacts can open these links directly in their mobile browser with no downloads required.

Using Files in Messaging

You can easily attach files when communicating with contacts by:

• Clicking the attachment icon in the message editor

• Typing / to open the quick attachment shortcut and selecting File

• Adding links directly to conversations, broadcasts, workflows, and templates

✅ Best Practices for File Organization

• Group files by use case (e.g., Pre-Visit Resources, Nutrition Plans)

• Use clear, descriptive file names (e.g., Knee Rehab Week 1.pdf)

• Set custom thumbnails for easier internal identification

• Only mark content as Published when it’s ready to share

🚧 Coming Soon to Files

• Forced Login: Require users to log in before accessing content

• Content Assignments: Assign files to specific contacts or segments

• Engagement Analytics: Track opens, clicks, and interactions to power smarter follow-ups

Need help organizing your content or preparing assets for upload? Our team is here to help. Contact support@subflow.com for assistance or to request a content setup session.