Working with Files

Adding Files

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on “Upload File” button
  4. This will open the file selector box
  5. Select/Multi-Select the File(s) from your computer to upload
  6. Once you will the select file(s), the system will start the file upload process

Viewing File Details

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page. This page will show all the basic details of the file
  4. Preview is available for following file types
    • Image Files: PNG, JPG, GIF, TIFF, BMP
    • PDF Files
    • Media Files

Downloading a File

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page. This page will show all the basic details of the file
  4. Click “Download” button to download the file

Viewing Files Revisions

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page
  4. Click “File Revisions” button located on right side menu. See image below.



  5. Click “File Name” next to version number to download that version

Adding a New Version to a File


Note:
Only available on unlocked files

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page
  4. Click “More Actions” button located on the right hand side of file details page
  5. Click “Upload Revision” button located on right side menu
  6. Click “Select File” button in “Upload Revision” dialog
  7. Select the file from your computer to upload
  8. Click “Start Upload” button in “Upload Revision” dialog to begin the upload process

Locking a File

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page
  4. Click “More Actions” button located on the right hand side of file details page
  5. Click “Lock File” button located on right side menu
  6. Change status to “Lock” by clicking “Locked” button next to “Status”
  7. Click “Apply” button

Unlocking a File

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page
  4. Click “More Actions” button located on the right hand side of file details page
  5. Click “Unlock File” button located on right side menu
  6. Change status to “Unlocked” by clicking “Open” button next to “Status”
  7. Click “Apply” button

Adding a Comment to a File

  1. Select a Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page
  4. Click “More Actions” button located on the right hand side of file details page
  5. Click “New Comment” button located on top of the right side menu
  6. Provide comment details in “New Comment” area
  7. Click “Post” button

Copying/Moving a File

  1. Select Site
  2. Go to Folder by clicking Folder name on the site menu
  3. Click on file name to open file details page
  4. Click “More Actions” button located on the right hand side of file details page
  5. Click “Copy” OR “Move” button located on right side menu
  6. Click “Browse” button next to New Location
  7. Select destination site from “Select Site” dropdown box
  8. Select destination folder from “Select Destination” area
  9. Click “Select” button
  10. Click “Copy” OR “Move” button