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How do I upload a file(s) to a folder?
From within the project, click Files. This will bring you to the File Management area from within your project. Click the Folder you would like to upload the file(s) to. Click the Upload button at the top of the log. Browse to the file(s) to upload click Open. The upload process will start automatically. Alternatively you may Drag and drop the file(s) to the Drag and drop location in the log directly from the file location on your computer. Once dropped the file(s) upload will proceed automatically.
Who has viewed/downloaded my file?
From within the project, click Files. This will bring you to the File Management area from within your project. Click the drop down arrow next to the File name and click Properties. In the Version History section click the drop down next to the version number. The view/downloaded history will be listed. Click the drop down again to collapse this information.
How do I share a file?
From within the project, click Files. This will bring you to the File Management area from within your project. Click the drop down arrow next to the file you would like to share and click Share. The Share this Document window will populate click the appropriate groups or users you would like to share the file to.
Note that when sharing a folder that any child folder(s) or file(s) will also be share in the process.
Users may also share a file in the properties form. Click the drop down arrow next to the file you would like to share and click properties. Click the Share button on top of the form of the file and click the appropriate group(s) or user(s).
How do I see who has access to file?
From within the project, click Files. This will bring you to the File Management area from within your project. Click the drop down arrow next to the File name and click Properties. Navigate to the Activity and Access section and click the Access tab. Group and User access will be listed.
How do I halt a file?
From within the project, click Files. This will bring you to the File Management area from within your project. Click the drop down arrow next to the file you would like to halt and click Properties. On the right hand panel click the Access tab. Click the drop down next to the Group or User you would like to halt access to and click Halt.
Note that when halting a group and any user(s) within that group will also be halted. Also if a folder is halted and child folder and/or files will be halted as well.
How do I obsolete a file?
How do I view halted and obsoleted files?
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