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File Organizer

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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:

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

Features

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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.

Screen Shot 2017-03-08 at 11.26.48 PM– 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.

 

Electronic Uploader

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The Electronic Uploader is where a user can upload files that are on their computer to the site. The files can be placed in the user’s own My Files folder or a client’s My Files folder.

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1. File/Browse Button
– When clicked, it accesses the files on the user’s computer in order add one to their File Organizer.

2. Client Drop-Down Menu
– Allows the user to choose the destination of the file they are uploading.

3. Title Field
– Allows the user to add a title to their file other than what it is named on the computer.

4. Comment Field
– Allows the user to add any notes they’d like other users who can access their file to see.

5. Add to Queue Button
– When clicked, starts the uploading of the file if there are no others being uploaded or adds it to the list of files that will be uploaded.

6. Remove from Queue Button
– Allows the user to remove any file that has finished uploading, is waiting to be uploaded, or is in the process of being uploaded from the queue.

7. Start/Pause Button
– Allows the user to start/pause any files at any time that are currently being uploaded to the File Organizer. Only one file may be uploaded at a time.

Adding a File to the Queue

1. Select a file from the file browser.

2. Select a client (optional).

3. Enter a new title (optional).

4. Enter a comment (optional).

5. Click the Add to Queue button.

Please Note:
1. All files will be uploaded to the user’s own My Files folder if a client is not selected.
2. Users may need to unblock pop-ups and click Run on windows that open. This depends on which browser and which security settings are being used.
3. Users should not close the Electronic Uploader window while there are active uploads. If closed, this will stop the upload process. However uploading will resume if once the window is reopened.
4. If a wrong file is selected and needs to be removed, users can click on the file in the upload queue and then click the Remove from the Queue button.

 

Fax Uploader

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The Fax Uploader allows a user to create a coversheet in order to fax a document to the system and add it to their File Organizer.

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1. Within the fax upload window, there are two boxes in which to enter information:
Title Field: A place for the user to enter the name of the file.
Comment Field: A place for the user to add any notes they’d like other users who can access their file to see (optional).

2. After filling out the information, the user will click the Create Fax Cover button.

3. This brings up a created PDF file with the username of the user and the title and the comment previously filled out.

4. Clicking on the printer button on the menu bar will print out the fax upload form.

5. The user must follow the instructions printed on it to fax their complete document.

6. The file will be uploaded into the user’s My Files folder.

Please Note:
The user needs to include the fax coversheet with the document they are faxing.