Files Page

Create New File

Steps

1. Click +New
2. Click Upload File
3. Select the file you want to upload
4. Check the preview and title to make sure it's the document you want to upload
   • If you want to change the title before uploading, edit the File name field
5. Add any tags to the document
6. Click Upload

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Share File

Steps

1. Select the file or folder you want to share
2. Click Manage Access
3. In the Add people, groups or organizations field, type the name(s) of the people, groups, or organizations you want to share with, then press Enter

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Create Note on File

Steps

1. Select the file or folder you want to share
2. Click Notes > New Note
3. Write your note, then click Save

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Add Tag to File

Steps

1. Select the file you want to add tags to
2. Click Add tags to this file +
3. Search for your tag in the Type a tag field, then press Enter to add it

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Edit File

Steps

1. Select the file you want to edit
2. Click Lock file — locking ensures no one uploads a conflicting version while you edit
   • To unlock the file, click Unlock file
   • To extend locking period, click the [PLACEHOLDER FOR ICON] button
3. Click Download file
4. Edit the file, save changes, and close the editor before reuploading
5. Click Upload new version
6. Select the newly saved version of the document

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Delete File

Steps

1. Right-click the file you want to delete
2. Click Move to trash
3. The file will remain in trash for 30 days, then be permanently deleted

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Move File

Steps

1. Click and drag the file over the folder you want to move it to
2. To move a file out of a folder (details TBD)

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Rename File

Steps

1. Right-click the file
2. Click Rename

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View Shared File

Steps

1. Files shared with you can be found on the home screen in the Shared folder

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Manage File Permissions

Steps

1. Select the file you want to manage
2. Click Manage Access
3. From that menu, you can add, remove, and manage permissions for all users with access

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View File Preview

Steps

1. Select the file you want to preview
2. Click Open preview