Using DocumentManager - Managing Files
General Information
The DocumentManager is a secure online storage solution used
to store and manage files in the same manner you manage files
on a local or network drive. You can store anything in a
folder including spreadsheets, documents, graphics files,
etc. However, organizing your files so it best suits your
needs is the primary key to using the DocumentManager
efficiently.
The root level folder of the DocumentManager is Remote File
CabiNET. From this folder you can drill down to sub-folders.
See Tree Control for information on viewing the contents of
folders and sub-folders.
You can move or import any file, folder or document that is
stored on your computer's hard drive (or your company's
network) into the Remote File CabiNET folder of
DocumentManager. Once the file or document is imported into
your account, it is referred to as a digital item.
Having all shared files and documents stored in one location
as digital items will make access to your organization?s
information much easier for both you and your co-workers. If
you encounter a circumstance where you wish to insert a
digital item using the DocumentManager and you do not want
anyone else in your office to see the file, you can make the
file private with use of a padlock. See Padlocks for more
information regarding this feature.
Adding a New Folder
The root folder in DocumentManager is the Remote File CabiNET
folder, from which you can add an unlimited number of folders
and sub-folders. Unless there is a padlock applied to a
folder, you can add a sub-folder to any folder of Remote File
CabiNET.
To create a new folder, do the following:
- Select the folder to which you want to add a
sub-folder.
- Click the New Folder toolbar button or use the
right-click menu selection. The new folder will appear
inside the currently selected folder.
Adding a Digital Item
To insert a file or document from your local computer or
network drive to the Remote File CabiNET folder in
DocumentManager, you can use the toolbar buttons, the
right-click menu selections (New/Insert Digital Item), or the
Drag and Drop method. For simplicity, the following
discussion refers to using the toolbar buttons.
- Highlight the folder that you wish to insert a file
into.
- Click on the Insert Digital Item toolbar button .
- Use the "open" dialog box, to navigate to the location
of the file you want to insert.
- Click the Open button.
The file is now saved to the folder and ready for edit.
Moving a Digital Item
In DocumentManager, you can rearrange files in a manner that
best suits you. You can move digital items between
folders.
To move digital items between folders, see the user's guide
section on the
Cut, Copy, Paste
and Copy as Shared features.
To remove a folder or digital item simply click the delete
toolbar button or select the delete key on the keyboard.
Introduction
Welcome to DocumentManager