Core Functionality

Documents

v.1.18.0

Documents can be managed and stored on the platform for use across various features

In Myself Mode

View Files and Folders

  1. List All files and folders
    1. Select
    2. Move or Drop 
    3. Folder / File Icon
    4. Name
      1. Virus detection warning
      2. file name or folder name
    5. Modified On Date
    6. Modified By
      1. Name
      2. System Folder
        1. System folders cannot be removed by the user
        2. Contents can be amended and added to
    7. Actions
      1. Groups (for folders)
        1. Show groups assigned to folder
        2. Change groups with folder access
      2. Rename
      3. Download (Files)
      4. Remove (Files)
  2. Filters
    1. Filter by Personal and Company Folders
    2. Filter on file and folder name
  3. Bulk Actions
  4. Folder Actions
    1. Add file
      1. File Drop to interface
      2. Select files
      3. File Size upload limit
    2. Add folder
    3. Refresh 
    4. Update Folder
      1. Name
      2. Description
      3. Owner
      4. Email address
        1. Set email to receive files to upload to folder

In Manage Mode

No default document view is available in Manage mode

Documents are visible for users via the People List - see details here