File Manager
- Troubleshooting – File Manager: Automatic Document Stamping Not Appearing
- Troubleshooting – File Manager: ‘Metadata Can’t be Added’ Error
- VIDEO – Uploading, Moving, and Deleting Files
- VIDEO – Creating and Moving Folders
- VIDEO – Search for a File
- File Manager – Overview
- File Properties Fields Explained
- Configure File Manager Settings
- The Controlled Documents Library
- The Records Library
- Team Libraries
- Company Files
- Employee and Confidential Libraries
- View the Records or Controlled Documents Library
- Add a Folder
- View a Folder’s Properties
- Edit a Folder’s Properties
- Move a Folder
- Copy a Folder
- Download a Folder
- Search a Folder
- Restrict Access to a Folder – Private Folders and Access Rights
- View the History of Changes to a Private Folder’s Access Rights – Change Log
- Delete a Folder or Subfolder
- Upload a File
- View a File’s Properties
- Edit a File’s Properties
- View a File’s Contents
- Preview a File
- Download a File for Viewing or Editing
- Troubleshooting – File Won’t Open
- Lock / Unlock a File
- Upload a New Version of a File
- New File / New Version Notification – Yellow Star
- View a Previous Version of a File
- Delete a Previous or Current Version of a File
- Compress a File
- Share a File with External Parties
- View a File’s Share History
- Revoke (Delete) a File’s Share Link
- View a File’s Download History
- Need to Read Files
- Searching for ‘Need to Reads’
- Link a Task to a File
- View and Manage a File’s Linked Tasks
- Copy the Link to a File
- Copy a File to a New Location
- Copy a Controlled Document into the Records Library
- Move a File
- Delete a File
- View a Library’s File Register
- View a Library’s Access Rights Register
- View a Scheduled Review
- File Reviews – Overview
- Schedule a File for Review
- Edit or Cancel a Scheduled File Review
- Review a File
- Mandatory New Version at Review
- View a File’s Review Log
- View the File Manager’s Download History
- Managing the Recycle Bin
- Search for a File
- File Manager Alerts and Notifications
- Document Version History and Automatic Document Stamping