Files

TABLE OF CONTENTS

How to create a new folder?

To create a new folder, click the 'Upload' drop-down menu and select 'New folder'.

Figure 1: Create folders

How to upload files/folders?

To upload files/folders, click on the 'Upload' drop-down menu and select 'Upload files' for files only or 'Upload folders' to upload the entire folder.

Figure 2: Upload files/folders

How to upload files/folders specific to internal users?

To upload internal files/folders, click on 'Internal' and the 'Upload' drop-down menu to upload files/folders or create a new folder and continue the uploading process.

Figure 3: Internal files/folders

How to archive files/folders?

To archive files/folders, select the files and under actions, click 'Archive'.

Figure 4: Archive files/folders

How to use filters?

Users can filter by all files/folders or view the shared information. By default, the filter is set to 'All files'. To view only the shared information, the user must click on the drop-down menu next to the filter icon and select 'Shared with me'.

Figure 5: Filters

How to share a file/folder?

There are multiple ways to share a file/folder with other team members

a)Click on a file/folder and the share icon 

or click on 'Edit' beside 'Shared with'.

Figure 6a: Share a file/folder

b) If there are multiple files/folders to be shared. Select the files/folders; under 'Actions', select 'Share'.

Figure 6b: Share multiple files/folders

How to download a file/folder?

To download an individual file/folder, click on the folder or a file and click on the download icon 

Figure 7a: Download a file/folder

To download multiple files/folders, select the files/folders and under 'Actions', select download.

Figure 7b: Download multiple files/folders

How to move a file/folder?

To move a file/folder, select the files or folders and under 'Actions' select 'Move'.

Figure 8a: Move a file/folder

Choose the destination folder and click on 'New folder' to add and move the files to new folder.

Figure 8b: Move a file/folder

How to sort files/folders?

You can sort the files or folders by clicking on the title bar.

Figure 9: Sort files/folders

How to view the activity log of a file/folder?

To view the activity log of a file or folder, click on it. The activity log keeps track of all users who have accessed the file or folder and any activity performed on it, along with a time stamp for each event. This allows for easy tracking and monitoring of file and folder activity.

Figure 10: Activity log

How to upload new versions?

To upload a new file version, click on the file in the 'Details' window. You can upload the new version of the file by clicking on 'New version'.

Figure 11: Upload new version