Downloading Files and Other File Actions

Once files are uploaded to a workspace you have access to, you can perform a variety of actions on those files.

To Download a file simply click on the file name or roll over the Actions menu (the gray box with the down-facing arrow to the right of each file and folder) and select Download. This will download the file to your browsers default download location or provide a dialog box to choose between opening or saving the file, depending on your browser and its settings.

To Send a file, select Send from the Actions menu. This is similar to Upload/Send Files but for files that are already on the site and will open a similar dialog box. Please see Uploading and Sending Files for more information about the various preferences and options.

Create Public Link (files only) allows you to create a link to a file that you can copy and paste elsewhere, such as your own email client (like Outlook) or a website. Select Create Public Link from the Actions menu, choose the number of days the link should remain active and then choose Create Link. The following screen will display the link already highlighted so you can copy and paste where you need it.

Move and Copy allows you to move or copy a file to another location. Clicking either option will open a window displaying all of the workspaces you have access to. Navigate by clicking on the workspace name (and subsequent folder names if necessary). Click "Back to Previous Location" to move back to the previous location you were in. "Create Folder Here" lets you create a new folder in the location you're currently viewing. When you've reached the appropriate location, click blue "Move/Copy To This Location" button at the bottom of the window. Be sure to click "Overwrite files with the same name in the new location?" if you wish the file you're moving/copying to overwrite any file that has the same name in your current location.

Selecting Rename allows you to change the name of the file or folder. Enter the new name and click Rename at the bottom of the window.

File ID allows you to add a short annotation to a file or folder. File IDs are searchable through Search and Advanced Search and act like a tag. They can contain letters, numbers, underscores, commas and hyphens/dashes only, with 20 characters max.

Select Delete (and confirm Delete again) to immediately delete a file or folder.

Scheduled Delete allows you to set a day in the future for the file or folder to be deleted. Select this option and then enter the number of days from today (from 1 to 999) for the file/folder to be deleted. If the file is scheduled to be deleted within the next 30 days, a white clock icon will appear to the right of the file name. If it's within 4 days of deletion, the clock icon will turn yellow. Hovering over this icon will display the date and time the file/folder is scheduled to be deleted. To cancel or change a Scheduled Delete, roll over the Actions menu and select Cancel Scheduled Delete. You can then add a new Scheduled Delete following the steps above, if desired.
 

Batch Actions

You can perform many actions to multiple files and folders at once by use the Batch Actions feature. Begin by checking the box to the left of the file/folder names you wish to modify – you must select at least two. At the top of the file listings, to the left of the Name field, is the Select All box. Checking this will select all of the files in your current view. If you have more than one page of files, a "Select all across all pages" pop-up window will appear next to the Select All checkbox, allowing you to select all files in the current workspace/folder if so desired.

Once your files are selected, click the Batch Actions menu at top of the files listing, just below the blue Upload/Send Files button. You will then be presented with a list of all of the actions you can perform on the files you have selected, with all of the functions working the same as for individual files listed above.

Create Folder

You can create folders within workspaces or other folders by clicking on the Create Folder button to the right of the blue Upload/Send Files button. Enter a name for the folder (noting the naming restrictions below the name field) and click Create Folder.