Uploading files to a folder

From within the project, click "Files" located on the main title bar. In the file management area, select the folder you would like to upload files to. Click the "Upload" button at the top of the log. Browse to and select the files to be uploaded and then click "Open". The upload process will start automatically. Alternatively, drag and drop the files directly from the file location on your computer to the "Drag and drop" window. The file upload process with start automatically.

Users can also upload files to a folder from the properties form of the folder. Once the folder properties have been selected, scroll down to the "In this folder" section of the form. Click the "Upload" button. Browse to and select the files to be uploaded and then click "Open". The upload process will start automatically. Alternatively, drag and drop your files directly from the file location on your computer to the "Drag and drop" window. The file upload process with start automatically.

Sharing files

From within the project, click "Files" located on the main title bar. In the file management area, click the drop down arrow next to the file you would like to share and then click the "Share" button. At the "Share this Document" prompt, select the appropriate user(s) and/or group(s) you would like to share the files with.

Users may also share files from within the properties form. Click the drop down arrow next to the file you would like to share and then click "Properties". Click the "Share" button on the top of the file properties form and select the appropriate user(s) and/or group(s).

Note that when sharing a folder, all child files and subfolders will also be shared in the process.

Displaying users who have viewed or downloaded files

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "Properties". In the version history section, click the drop down next to the version number to expand the "view/downloaded" history. Click the drop down again to collapse the "view/downloaded" history.

Displaying user file access

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "Properties". Navigate to the activity and access section and then select the access tab. User and group access will be listed.

Halting files

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "Properties". Navigate to the activity and access section and then select the access tab. Click the drop down next to the user or group you would like to halt access to, and then click "Halt".

Unhalting files

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "Properties". Navigate to the activity and access section and then select the access tab. Click the drop down next to the user or group you would like to halt access to, and then click "Unhalt".

Note that when halting a file on the group level, all users within that group will be halted. It should also be noted that when halting a folder, child files and subfolders are halted as well. Similarly, when a file or folder is unhalted, the effects noted here are applied in reverse.

Marking a file as obsolete

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "Properties". Click the "..." button and click "Mark as obsolete". At the "Obsolete?" prompt, complete the process by clicking "Yes".

Removing the obsolete status of a file

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "Properties". Click the "..." button and remove "Mark as obsolete". At the "Obsolete?" prompt, complete the process by clicking "Yes".

Viewing files that have been halted

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "View Halted Files".

Viewing files that have been marked as obsolete

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "View Obsoleted Files".

Viewing a file's "as of date/time"

From within the project, click "Files". In the file management area, click the drop down arrow next to the file name and then click "Properties". Click the "..." button and click "View as of date/time". Select the date and time you would like in the "View as of..." window. The form view of the file will be displayed as of the selected date/time of the file.

Need list of file types that our viewer allows.

Working with Files