Platform
File & Storage Usage
Monitor firm storage consumption, plan quota, risk, and read-only detail.
What this menu does
Identify firms approaching storage limits before uploads are disrupted.
Where to find it
Platform Admin navigation: Resource Usage → File & Storage Usage.
When to use it
- Find high-consumption firms.
- Filter normal, near-limit, or needs-action status.
- Review firm storage detail and refresh time.
Before you begin
- Sign in to Platform Admin.
- The account must be allowed to view this menu.
Page regions
- 01Firm/plan search and status filters
- 02Used/quota/usage/risk table
- 03Read-only detail drawer
- 04Refresh timestamp
- 05Pagination
Supported operations
Review storage usage
- 1
Search by firm or plan and choose a status filter.
- 2
Review rows sorted by used storage, then check quota and risk.
- 3
Select Details on a firm.
- 4
Review the read-only usage values and refresh timestamp, then close.
The selected firm's current storage pressure is clear without changing its plan or files.
Business rules and fields
- The page is read-only.
- Rows are sorted by used storage descending.
- A risk label is a usage signal; file cleanup or plan changes happen in their owning workflows.
States you may see
What happens next
- Operators can prioritize firms for storage review before quota-related upload failures.
Common problems
The menu or action is missing.
The account does not have the required platform access or the item is not available in the current state.
Ask a platform administrator to verify the account role and the record status.
A save or load action fails.
The session may have expired, validation may have failed, or the service is temporarily unavailable.
Keep the shown request identifier if present, refresh once, correct highlighted fields, and retry. Escalate with the request identifier if it repeats.