How can I create a new folder?
1. To create a folder, go to the menu bar as shown below:
2. Select the folder option from the drop down list:
3. After that a box will appear. Enter the name of the folder as per your requirement and click on "save":
4. The folder is created successfully:
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Who has the access to upload a new version? Manager, Collaborator?
Files Permissions Manager Collaborator Contributor Consumer Viewer Upload new version- Created by self Y Y Y N N Upload new version- Created by others Y Y N N N
How to upload a new version?
Go to the file for which you want to upload new version>Click on “More”>Upload New Version>Select the file from your system and also the version of new file>Upload File(s).
Can we copy/move files from one folder to another?
Yes, you can move or copy files/folders from one place to another. Go to the file/folder you wish to copy/move. Take your mouse to the right side of the folder and click on “More”. You will get the option of “Copy To” and “Move To”. · Once ...
Can I pre-define what type of Document type can be uploaded in a particular folder? If Yes, How?
Yes. Administrator of the DMS can fix the document type for all the files that will be uploaded in that folder. Please follow the below mentioned steps for the same: 1. Go to the admin tools and click on "Uploader Plus". 2. Once you click, it will ...
User Permissions and Roles
Department Dashboard and Members Permissions Manager Collaborator Contributor Consumer Viewer Invite users to Department Y N N N N Customize Department Dashboard Y N N N N Edit Department Details Y N N N N Customize Department details (select ...