Add files to a plan
If you need your team to access files for your services, you can attach them to plans or service types! Consider how frequently your team will need these files to determine whether to upload them to a plan or a service type.
Add files for single-use
Some files, such as announcements or stage layouts, only apply to one service. Add those types of files directly to the plan.
If the file applies to the entire plan, add it to the Files section:
Select the Plans page in the top navigation.
Select a plan from the service type you're working with.
Select Add from the Files section on the left sidebar. If the Files header is grayed out, select it to expand the section first.
Select a file to upload to this plan:
Drag and drop a file into the popup, or select browse to open your device's file browser.
Select Stage Layout to create a stage layout for this plan.
Select Video to attach a video from an online streaming service like YouTube or Vimeo.
Select File Link to add an external link.
Select a tag from the dropdown to attach a tag to this file.
Select Done to finish uploading your file.
If the file only applies to one part of the service, add it to a specific plan item:
Select the Plans page in the top navigation.
Select a plan from the service type you're working with.
Select the Order tab.
Select a plan item top open the Edit item sidebar.
Select the Files tab.
Select Add File.
Select a file to upload to this plan:
Drag and drop a file into the popup, or select browse to open your device's file browser.
Select Text Document to create a new text document.
Select Video to attach a video from an online streaming service like YouTube or Vimeo.
Select File Link to add an external link.
Select a tag from the dropdown to attach a tag to this file.
Select Done to finish uploading your file.
Warning
Files added to the plan still take up space in your file storage, even after the plan has passed. Once the plan date has passed, you can delete the files from the plan to save space in your account.
Link to song and media files
You can link an item to a song or a piece of media from your library. Any files uploaded to the corresponding song or media page will be available on the plan.
To make song or media files available in a plan, add a song or media item to the order:
Select the Plans page in the top navigation.
Select a plan from the service type you're working with.
Select the Order tab.
Select Add in the top right.
Choose Song or Media from the menu options to add it to the order. You can also select the six-dot icon next to Song or Media to drag and drop the item to a specific spot in the order.
Select which song or media you want to link to this plan item.
You can also link a song or media file to an existing plan item:
Select the Plans page in the top navigation.
Select a plan from the service type you're working with.
Select the Order tab.
Select an existing plan item.
Select the Song or Media tab from the Edit item sidebar.
Select Link a Song or Add Media.
Select which song or media you want to link to this plan item.
Tip
If you want to add a media file that isn't part of the order, set its length to 0, make it a pre-service item, and drag it to the top or bottom of the order.
Unlink songs and media
If you use a song or media multiple times in your order, but don't need it linked numerous times, you can unlink it from a plan item.
Select the Plans page in the top navigation.
Select a plan from the service type you're working with.
Select the Order tab.
Select an existing song or media item.
Select the Song or Media tab from the Edit item sidebar.
Select the red ⊖ minus icon next to the linked song or media to unlink it from this item.
Tip
When you remove a file from an item, you are not deleting the file from the database; you are just unlinking it from the attached item. For instructions on deleting files from songs or media items, see Archived Media or Song Attachments.
Add files for regular use
Some files, such as a startup and shutdown procedure, are necessary every time a plan is created. Add those files directly to the service type to make them available on each plan in that service type.
Add files to a service type
To attach a file to all plans in a service type:
Select the Plans page in the top navigation.
Select the ⚙️ settings icon to the right of the service type you're working with.
Choose Settings from the dropdown.
Scroll down to the Files section and select Add.
Select a file to upload to this service type:
Drag and drop a file into the popup, or select browse to open your device's file browser.
Select Text Document to create a new text document.
Select Video to attach a video from an online streaming service like YouTube or Vimeo.
Select File Link to add an external link. Select a tag from the dropdown to attach a tag to this file.
Select a tag from the dropdown to attach a tag to this file.
Select Done to finish the process.
Files added to the service type settings page will be accessible from the Files section on the left side of a plan.
Delete files from a plan or service type
You can delete files from the plan or service type pages where you originally uploaded them. After you delete a file from a plan or service type, it will no longer be available in Services.
To delete a file from a plan:
Select the Plans page in the top navigation.
Select a plan from the service type you're working with.
Select the Order tab.
Find the file you need to delete:
If you uploaded the file to the entire plan, go to the Files section on the left sidebar.
If you uploaded the file to a specific item, select that item from the order of service, and then select the Files tab.
Hover over the file and select the ✏️ edit icon.
Select Delete at the bottom of the popup.
Select Yes, delete it! to finish deleting the file. This file can be recovered within 30 days.
To delete a file from a service type:
Select the Plans page in the top navigation.
Select the ⚙️ settings icon to the right of the service type you're working with.
Choose Settings from the dropdown.
Scroll down to the Files section and find the file you want to delete.
Hover over the file and select the ✏️ edit icon.
Select Delete at the bottom of the popup.
Select Yes, delete it! to finish deleting the file. This file can be recovered within 30 days.
Tip
You can bulk delete plan files and recover recently deleted files within 30 days on the Files page.