Storage settings
Configure file storage providers, upload rules, usage monitoring, and connection tests for an Edmissa workspace.
Storage settings control where Edmissa stores uploaded files and how admins manage storage health. Use this page when your team uploads student profile documents, application files, form attachments, and supporting records.
Storage changes can affect daily work. Review the current setup before making changes, and test the connection before users depend on the new configuration.
What this guide helps you configure
| Area | Use it for |
|---|---|
| Current Configuration | Review the active provider, status, bucket, file count, and storage used. |
| Providers | Choose and configure the storage provider available to your workspace. |
| Usage | Monitor storage used, file count, storage limit, recent activity, and usage by document type. |
| Settings | Set upload size rules, allowed file types, CDN behavior, compression, retention, and versioning. |
| Testing | Run connection, upload, download, and permissions checks for the active configuration. |
Before you start
Prepare these details before changing storage settings:
| Item | Why it matters |
|---|---|
| Admin access | You need permission to manage document settings. |
| Storage owner | One person should own the provider setup and know how to maintain it. |
| Provider decision | Decide whether the workspace should use the current provider or an S3 compatible provider. |
| S3 details | For S3, prepare the endpoint URL, bucket name, region, access key ID, and secret access key. |
| Upload rules | Decide the largest file users should upload and which MIME types should be accepted. |
| Retention plan | Decide whether Edmissa should automatically delete old files. |
| Test file | Keep a harmless sample file ready for final upload testing. |
Do not change storage during a busy upload period unless the change is urgent.
Open Storage Settings
Use this path when you want to manage file storage:
- Open Settings.
- Open Storage.
- Confirm the page title is Storage Settings.
The direct route is /t/settings/storage.
The page has four tabs: Providers, Usage, Settings, and Testing.
Review the current configuration
At the top of the page, Current Configuration shows the active storage provider and status.
| Field | What it tells you |
|---|---|
| Provider | The selected storage provider. |
| Status | Whether the configuration is active or inactive. |
| Bucket | The S3 bucket when S3 storage is configured. |
| Storage used | The amount of storage already used. |
| Files stored | The number of files currently stored. |
If storage is inactive or missing, users may not be able to upload files reliably. Configure a provider before changing upload rules.
Configure a provider
Open the Providers tab to review the available storage providers. Provider availability can depend on the workspace plan and permissions.
The provider cards use these status labels:
| Status | Meaning |
|---|---|
| Active | This provider is currently used for file storage. |
| Configured | This provider has saved settings but is not active. |
| Not Configured | This provider still needs setup before it can be used. |
Use Configure or Reconfigure to edit provider settings. Use Activate only when you are ready for Edmissa to use that provider.
Amazon S3 or S3 compatible storage
When Amazon S3 / S3-Compatible is available, Edmissa can store files in Amazon S3 or another S3 compatible service such as MinIO or DigitalOcean Spaces.
The S3 setup dialog includes these sections:
| Section | Fields |
|---|---|
| Basic Configuration | S3 Endpoint URL, Bucket Name, and Region. |
| Access Credentials | Access Key ID and Secret Access Key. |
| Advanced Configuration | Public Base URL, CDN URL, Use SSL/HTTPS, and Activate Configuration. |
| Test Connection | Test Connection checks the bucket before saving. |
Use Save Configuration for a new setup or Update Configuration when you are changing an existing S3 setup.
Keep access credentials in an approved secure location. If a secret key is exposed, replace it in your storage provider and update Edmissa.
Local File System
If Local File System appears, it is intended for simple single server deployments or infrastructure managed setups. It requires a base storage path and a public URL for file access.
Use this option only when your technical team has confirmed that local storage is appropriate for your deployment.
Monitor storage usage
Open the Usage tab to review storage health.
The usage dashboard shows these cards:
| Card | What it shows |
|---|---|
| Total Storage Used | Total stored file size, percentage used, and storage limit. |
| Total Files | Count of stored files. |
| Storage Limit | The available storage limit for the workspace. |
| Recent Activity | Number of recently uploaded files. |
The page can also show Storage by Category, Storage by Document Type, and Recent Uploads. Use these sections to find which file groups are using the most storage.
If storage usage is high, Edmissa can show Storage Nearly Full or Storage Limit Exceeded. When that happens, review recent uploads, remove unneeded files if allowed by your policy, or contact the storage owner before users hit upload failures.
Configure upload rules
Open the Settings tab to control upload and file management behavior.
If no provider has been configured, the page shows No Storage Provider Configured. Configure a provider first, then return to this tab.
File Upload Settings
Use File Upload Settings to set the largest file size and accepted file types.
| Setting | How to use it |
|---|---|
| Maximum File Size | Choose the largest file users can upload. |
| Allowed File Types | Select the MIME types users can upload. |
| Custom MIME Types | Add extra MIME types as a comma separated list. |
The visible maximum file size options are 1 MB, 5 MB, 10 MB, 25 MB, 50 MB, 100 MB, 200 MB, and 500 MB.
Keep upload rules practical. If passport scans, transcripts, or bank statements are often larger than the limit, users will be blocked. If the limit is too large, storage can fill quickly.
CDN and Performance
Use CDN and Performance when files should load faster or images should use less storage.
| Setting | How to use it |
|---|---|
| Enable CDN | Turn this on when files should be served through a Content Delivery Network. |
| CDN URL | Enter the CDN endpoint URL. |
| Enable Image Compression | Turn this on to compress uploaded images. |
| Compression Quality | Choose the balance between image quality and file size. |
Higher compression quality keeps images clearer but uses more storage.
File Management
Use File Management to control retention and version history.
| Setting | How to use it |
|---|---|
| Enable Automatic File Retention | Automatically delete files older than the selected period. |
| Retention Period | Choose when old files should be deleted. |
| Enable File Versioning | Keep older versions when files are replaced. |
| Maximum Versions per File | Limit how many versions Edmissa keeps for each file. |
The visible retention options are 30 days, 90 days, 6 months, 1 year, 2 years, 5 years, and Forever (no auto-deletion).
Use automatic retention carefully. Student and application documents may need to be kept for legal, admissions, finance, or audit reasons.
Select Save Settings after changing upload, CDN, compression, retention, or versioning settings.
Test storage
Open the Testing tab after configuring a provider.
Use Run All Tests to run the full test set:
| Test | What it checks |
|---|---|
| Connectivity Test | Whether Edmissa can reach the configured storage provider. |
| Upload Test | Whether upload behavior appears healthy. |
| Download Test | Whether download behavior appears healthy. |
| Permissions Test | Whether required storage permissions are available. |
The test summary can show All Tests Passed or Some Tests Failed. It can also show upload speed, download speed, and latency when those results are available.
After a successful test, upload one harmless sample file from a student profile or application. This confirms the everyday user workflow, not only the settings page.
Troubleshooting
| Issue | What to check |
|---|---|
| No provider is configured | Open Providers, configure a provider, and make it active. |
| S3 connection fails | Confirm the endpoint URL, bucket name, region, access key ID, secret access key, and bucket permissions. |
| Uploads are rejected | Check Maximum File Size and Allowed File Types. |
| Storage is nearly full | Review Usage, recent uploads, and files by document type. |
| Files load slowly | Review CDN settings and storage provider performance. |
| Old files disappeared | Check whether Enable Automatic File Retention is turned on. |
| File history is missing | Check whether Enable File Versioning is turned on. |
Recommended first version
For a study abroad agency, start with a simple setup:
- Configure one active provider.
- Test the provider connection.
- Use a maximum file size that fits common student documents.
- Allow only the file types your team actually accepts.
- Leave automatic retention off until your agency has a clear retention policy.
- Use versioning for important documents that users may replace.
- Review usage weekly during the first rollout.
Related guides
| Guide | Use it for |
|---|---|
| Document types | Define document categories, file format rules, size rules, versioning, and approval behavior. |
| Fields | Configure file upload fields used in forms. |
| Form templates | Decide where users upload files during student and application workflows. |
| Security and audit | Review access, security settings, and audit history for sensitive storage changes. |
| Audit Logs | Review activity after important settings changes. |