File Management

Manage resources through the Files tab. Use folders and permissions to keep your file system organized and secure.  Share files with anyone by creating links and attaching to emails. 

Files

Use file versions for collaborating and maintaining history of the changes done to the files and keeping everyone up to date.

Add Folder: Create folder by clicking on Files

 image3.png

Type in the Folder name and then click one of the following

Files - this button when clicked will discard all the changes and return to the previous page

Files - this button when clicked will save the changes and create a new folder. Please, see below screenshot for regerence:

Files

 

Add File

To add a file to a folder, select the folder and then click on Files button to display the following

 Files

Here you can either open Drag and drop file or click on Files button to select a file and upload it here

Type in the Description for the selected file

Select the Permissions by clicking on one of the radio buttons next to Public or Private

Type in any Tags for the file if required

See below the File Upload window with all filled in information

 Files

You will notice that the image of the selected file is displayed on the top and two buttons Files and Files are displayed next to Files button

Click Files button to upload the file as shown below

 Files

 The window indicates that the file has been uploaded 100%. Click Files button to return to the previous page. You will notice that it creates a file in the next colum as shown below

 Files

View File: Use the image15.png button to download a file to your computer. Once downloaded the file can be viewed.

The image15.png button will be visible only after a file is selected.

You can then download the file and view its contents.

Create Link

To create a link by click on Files button to display the following

 Files

Set an expiry time limit to keep those links from floating around for too long. Once this is done, do one of the following

Files - this button when clicked will discard all the changes and return to the previous page

Files - this button when clicked will create a link and display the following

 Files

Click Files to close this window and return to the previous page

Settings

To make changes to a file’s settings first select the file. Then either click Files below Files or click Files to change settings like who created the file, by, edit the Description of the file, update the file versioning, and add Linked Contacts. When you link a contact the file will appear in their contact record. This is also a place where you manage the access. Refer to the illustration below

 Files

Versions:  Add a new version of your file by clicking Browse/Choose File button and uploading it onto 1to1Core. You can always revert to a previous version by clicking the circle next to the desired version. Links will always pull the latest version

 Files

Once all the required changes are done, do one of the following

Files - This button when clicked will discard any changes and return to the previous page without making any changes

Files - At any point of time you want to delete a file, this button can be clicked with the file or the one displayed next to  button on the File Management main page

Files - This button when clicked will save the changes and return to the previous page

Rename a File

You can rename a file by selecting the file and then clicking on Files button. This will convert the selected file to a text box where you can make the necessary change to file name and click outside the text box to save the file. Refer to the screen shot below

 Files