Files

There are a few ways that Files are typically used in Shotgun: as standalone files (for reference art or storyboards), or as attachments to notes, tickets, or deliveries.

Note: For more information on working with Files, check out Local File Linking.

Understanding the three file creation options

Upload
Use this tab to upload one or more files to your Shotgun server.

Link to Local
Shotgun can also just keep the path to a file on your local drive so that no matter what operating system somebody is using, it can still be found. This is called 'local file linking'. You can also read more at Desktop integration from the browser.

Web Link
Use this tab to point to any file resource on the internet. You can point to an individual image, a web page, or a file—anything that has a URL.

Example: Creating standalone files as reference art

  1. Go to an Asset in your Project
    References can be linked to things in the Project. In this case, you can add references for one of your characters.
  2. Bring up the new File form
    From the "Reference" tab, click on the + button to bring up the new File form. Notice it has three tabs: Upload, Link to Local, and Web Link. Click the 'Upload' tab to upload Files to the server.
    add files
  3. Choose the upload tab and attach files
    In the new file form, specify a project and a description of mustache reference art. Then click 'Choose File' to attach your files. Browse to a folder, attach the files, and click the 'Open' button. When you're done attaching the files, click 'Create'.
    upload fileschoose files
Note on multi-file uploading: Multi-file uploading is only supported on browsers that support the HTML 5 feature.

Now, look at the uploaded files
Notice how the thumbnails were auto-generated. Shotgun does this for all image formats that it can understand (PNG, JPG, GIF, BMP). In the example, the files were also automatically linked to the character because they were created from the Asset's detail page.

see files

Modifying a File's thumbnail
Just click into the File thumbnail field's top right corner to clear, replace, or view it.

file thumbnail

Attaching Files to Notes, Tickets, and Deliveries

Whenever you create or reply to a Note, Ticket, or Delivery, you have the opportunity to upload one or more Files.

From a note detail page

  1. Scroll down to create a reply.
    file note
  2. Now, enter some reply text, click 'Attach', attach the Files, and click 'Create Reply'.
  3. When the reply is created, you can see that the thread includes links to each of the uploaded attachments.

Where to find files once they've been created

Like most things in Shotgun, you can find files by filtering for them on a Page.

On the Files Page in the Project

  1. Go to the Projects menu, your Project, "Other", and then choose "Files".
    file page
    Pro Tip: If your Admin has added files to the navigation, then all you need to do is go to the Projects menu, your Project, and then choose “Files”.
    file navigation
  2. Any files you created in the Project will show up on this page.
Pro Tip: Admins can change the query on this Page to filter out certain types of files, though we do not recommend doing that.

On the detail Page for one record, such as an Asset

  1. Go to any Asset in your Project, and then navigate to the "Files" tab (which might also be called "Reference")
    file reference tab
  2. Here you'll see any Files that were linked to this Asset in the Project.

Pro tips for Admins

Pro Tip: Shotgun doesn't include a Files tab by default on every entity, but your Admin can add one by configuring the navigation or designing the detail page then adding a new Files tab.
Pro Tip: Your Admin can add a Reference tab by designing the detail page.
  1. To do that, go to Design Page under Detail Page Settings.
    design page
  2. Then, add a new tab.
    add tab
  3. Last, name the tab ‘Reference’ and choose ‘Files’ under Type.
    reference files
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3 Comments

  • 0
    Avatar
    Nick

    I cant see the Reference tab on my assets, Do I have to add it? if so how do I do that? :) Thanks very much.

  • 0
    Avatar
    Astrid Scholte

    Hi Nick,

    If you're an Admin you can add a 'Reference' tab to an Asset by going to the Design Page mode from an Asset detail page. Here you can add in a new Tab (please see attached images), naming the tab 'Reference' and selecting Files as the type. Now save the page. This new tab will now be viewable from any Asset detail page.

    Hope this helps!

    Regards,

    Astrid

  • 0
    Avatar
    Chanon Vilaiyuk

    Hi, I'm using Shotgun 5.1.7

    I've got only Overview and New View. I cannot create or add a new Tab to existing Overview Tab. 

    Do I miss something here? Thank you :) :)

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