Folder and File Context Menu Explanations

Folder Context Menu Explanations

Option

Explanation

Edit

Selecting “Edit” opens the Edit Folder modal, allowing the user to update the folder title, tags, and establish if the folder should be set as pubic.

Defaults

“Defaults” is a dropdown menu option for Folders only. Clicking “Defaults” will open the Defaults for New Documents Modal, which allows the user to make customized settings for bulk uploads.

The user enters a title pre-fix instead of a title for bulk uploads.

Move To

Selecting “Move To” opens a modal that allows the user to move a folder from its current location to another.

Delete

Selecting “Delete” from the dropdown menu for a folder opens a Delete Folder modal that will ask the user to confirm that they want to delete the folder, including all the files, folders, and subfolders stored in the parent folder.

QR Code / Link

Selecting “QR Code / Link” on the dropdown menu opens the Direct Access Modal for individual folders.

The user can use either the URL or QR Code to share access to the folders selected.

Access will be given to internal users who have permission to view the folder. Access will be given to external users if the folder is public.

Download

Selecting “Download” on the context menu for a folder opens the Download Modal, allowing the user to download all of the files located in the folder selected and the subfolders held within.

Selecting to the right of the folder opens a dropdown menu that shows all individual files being downloaded. Select “Download” in the Download Modal to download files on to your device.

The download is not accessible to those without permission to access it. Restrictive tags can also be used to limit access and cannot be bypassed by a user.

File Context Menu Explanations

Option

Explanation

View

Selecting “View” from the context menu opens a modal that allows the user to preview / download the file, see file details, add comments, and see the file revision history.

WIKI LINK TO HOW TO VIEW AND MANAGE FILES

Edit

Selecting “Edit” opens the Edit Document Modal, allowing the user to update the document parameters that were established when the new document was added.

WIKI LINK TO HOW TO ADD A NEW DOCUMENT

Upload New Revision

Selecting “Upload New Revision” is used to upload a new revision of an existing file. 

You can also drag and drop a file from your computer onto the name of an existing file to upload a new revision.

Move To

Selecting “Move To” opens a modal that allows the user to move a file from its current folder to another.

Delete

Selecting “Delete” from the context menu for a file will open a Delete Document Modal that will ask the user to confirm that they want to delete the file before it is permanently deleted. Once a user selects “Delete” from the Delete Document Modal, the files have been removed.

When a file that originates in the Documents Module is later linked to another module, it needs to be disassociated before the file can be deleted. If this is the case, the deletion warning will identify where the file needs to be unlinked before deletion can occur.

Download

Selecting “Download” on the context menu for a file automatically downloads an individual file to your device.

The download is not accessible to those without permission to access it. Restrictive tags can also be used to limit access and cannot be bypassed by a user.

If the user wants to share the download of a file with an external individual, the file must be designated as public.

QR Code / Link

Selecting “QR Code / Link” on the dropdown menu opens the Direct Access Modal for individual files.

The user can use either the URL or QR Code to share access to the files selected.

Access will be given to internal users who have permission to view the folder.  Access will be given to external users if the folder is public.