Documents

The Documents section allows users to manage all uploaded files efficiently. This includes uploading new documents, organizing them, and performing key actions like editing, sharing, and downloading. Below is a detailed guide to the features and actions available in this section

Upload Action

The Upload Action provides two convenient methods to add files to the system:

• Click to Upload: Click the "Upload" button to select and upload files or folders from your local device.
• Drag and Drop: Drag files or folders directly into the upload area to add them instantly.

Documents

The Documents view displays all uploaded files and provides various actions to interact with them:

Actions

• Read: Open and view the content of the document directly in the application.
• Edit: Make changes to the document content or metadata, depending on your permissions.
• Download: Save a copy of the document to your local device.

Send Options

Share documents with others using the following methods:

• Send E-mail to Team Members: Directly email the document to specified team members.
• Send Link: Generate and share a secure link to the document.
• Send Public Link: Create and share a public link for external access to the document.
• Send PDF: Share a PDF version of the document.

Delete

• Remove the document from the system. Note: Deleted documents may be recoverable via the Wastebasket if not permanently deleted.

Properties

• View detailed metadata and properties of the selected document, such as creation date, file size, or associated tags.

Rename

• Change the name of the document for easier identification.