File Organizer

January 28, 2017/in Actions Tab, Behavior Connect™, Behavior Connect™: Features, File Organizer /by willoberleitner

The File Organizer is where all login users can manage all of their files. It provides a place to store and view uploaded files and work on a client’s portfolio and to collaborate with other users associated with that client.

File Organizer’s Location:

Click on “Actions” on the main toolbar.
Select “File Organizer”.
The File Organizer pop-up window will open.

Features

1. Actions Tab
– Cut: Allows a user to select a file and cut it to be pasted in another location.
– Copy: Allows a user to create a replica of a file and paste the replica in another location.
+ “Dragging and Dropping” a file also creates a copy of the file.
+ When creating a copy of a new file, a window will pop up (see bottom image) allowing you to create a copy with or without previously used Tags, Keywords, Comments, and Associated Files. To remove any one of these, uncheck the box next to the item you want removed.
– Paste: Allows a user to place a cut or copied file within a certain folder.
– Add Folder: Allows a user to add a new folder within another folder.
– Delete: Allows a user to delete a file or a folder.
– Rename: Allows a user to rename a file or folder that they have created or uploaded.
– Refresh: Updates the view and files within the File Organizer window.
+ If a user uploaded a file and does not see it in an appropriate amount of time, they should click the refresh button. This will refresh the view of the current files available.
– Disassociate: Allows a user to remove a client portfolio from the File Organizer window.

– Change View: Allows a user to modify the viewing options of the files by any of the following:
+ Thumbnails
+ Details
+ List
– Open: Allows a user to open a selected file.
+ Double-clicking on a file will also open the file.

2. Library

– Admins and Group System Admins can place relevant documents in the Library for all account users, excluding login clients.
– All other specified users have read-only access to this folder.
– Yhe user can also click on the Library icon in the main box of the file organizer to open it.

3. All Files
– Provides a user with a view of all permissible files at one time. This makes it easier to find files without having to search through specific clients and folders.
– The user can also click on the All Files icon in the main box of the file organizer to open it.
– For more details on this feature, click here.

4. My Files
– This folder contains documents and files visible only to the user who is logged in.
– All documents and files uploaded by the user will appear here unless they select a client’s portfolio and upload directly to the client’s account.
– The user can also click on the My Files icon in the main box of the file organizer to open it.
– Users can create and manage additional folders within their My Files folder.

5. Search Field

– The search field allows the user to search for files by title from the selected folder. The filter tab can open to an advanced search feature.
– Advanced search criteria includes:
a. Organization
b. Group
c. Location
d. Role
e. User/Client
f. ID Number
g. File Type
h. Tags
i. Keywords
j. Updated Between

Please note: When a user opens a client’s portfolio, it will appear as an icon as well as in the list of folders on the left.

How to Add a File to a Client

November 2, 2016/in Behavior Connect™: Features, File Organizer /by willoberleitner

For all user roles including administrators, there are two ways to add a file to a client:

Directly Uploading to a Client’s Portfolio

By putting in a client’s name in the Electronic Uploader, the uploaded file will be added to the client’s My Files folder. The user can find the client by using the arrow for the drop-down menu or by typing in the client’s name in the text field. For more information on how to use the Electronic Uploader, please click on the link.

Transferring Files to a Client’s Portfolio

Administrator roles will use the System Admin Window while user roles will use the Client Selector.

Administrator’s System Admin Window:

An admin may go to their System Admin Window and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

User’s Client Selector Window:

A user may go to their Client Selector and either double-click on the client or select the checkbox next to them and use the Actions tab. Both ways will open their portfolio.

– Clicking on a client in either the Client Selector or the System Admin will allow the user access to the client’s portfolio in their File Organizer.
– The user can then go to their own My Files folder and find the file they want to give to their client.
– The user can then:
A. Right-click on the file and use copy/cut and paste it once inside the client’s portfolio.
B. Drag the file to the client’s name on the left. This will remove the file from the user’s My Files and add it to the client’s portfolio.
– Double-clicking on the client’s name on the left will open up their portfolio.
– For more information on the File Organizer, please click on the link.

File Organizer’s All Files Feature

August 14, 2016/in Behavior Connect™, Behavior Connect™: Features, File Organizer /by willoberleitner

The All Files feature allows a user to see all of the files that they have can permission to access. All of the files appear at one time , regardless of the folder locations they are in or the clients they are under.

To find the All Files feature:

Click on “Actions” on the main toolbar.
Select “File Organizer”.
When the File Organizer window opens, click on “All Files” on the left sidebar.

Features

3. Checkboxes
A user can click on the checkboxes next to the files if they want to copy and paste them to a new location. After clicking the boxes, they can use the action button in the top left corner to complete the process.

2. Advanced Filter
If a user wants to do an advanced search to narrow down the files they want to survey, they can click on “Filter”. They will be able to search for specific criteria such as:

– Organization (Org)
– Group
– Location
– Role
– User/Client
– ID Number
– File Type
– Tags
– Keywords
– Updated Between

3. Links
– A user can open a file directly by clicking on the given “File Link” name link.
– A user can access a file’s current location by clicking on the “Location” link.