Files

Uploading a file

  1. On the Dashboard click on the Files Module
  2. Click the Upload file button on the top, righthand side
  3. Click on the add files or drop them here button
  4. You can either click the button for it to open your files or you can drag files into the box
  5. Press Start Upload
  6. A blue bar will start processing - do not close this box whilst a file is processing or it will cancel the upload.

Please Note - If you would like to upload a file into a folder, you need to click into the folder and press upload from there.

Adding a folder

  1. On the Dashboard click on the Files Module
  2. Hover over Home, or the folder you would like create another folder within, click
  3. Fill in the folder name
  4. Click create

Moving and Renaming a File

To move a file, simply click and drag it into the folder you wish to move it to.

 

To Rename a file, click alongside the file to rename, type the new name in the pop-up box and click Update.

 

Important note: If a file is linked within a page of your website and then moved or renamed, it will be necessary to go to Edit Mode of the page and re-link the file, so your website is able to locate it.

Deleting and Restoring Files

Deleting a File

  1. Locate and select the file or files to be deleted
  2. Click on the top right and confirm you would like to remove the item

Restoring a Deleted File

If a file is deleted in error:

  1. Locate the Recycle Bin on the left of the Files screen
  2. Click the three dots alongside the file to restore
  3. Click Restore
  4. This file can now be located in the Home Folder

To permanently delete a file, select Delete from the three dots within the Recycle Bin.

 

Finding a File

  1. Click in the top right of the Files screen
  2. Complete the relevant boxes to aid your search. Selected Folder will search within the selected folder only, whereas Global will search all folders
  3. Click Filter to show the results
  4. Reset the filter by clicking in the top right, followed by Reset

Hints and Tips

  • Try to keep organised with your files - always create folders for different things such  as policies, images etc and make sure you upload files to the correct folder.  You'll find it easier to locate things if you remember to do this.
  • If you would like to upload a file into a folder, you need to click into the folder and press upload from there.
  • When using the filter button to search for files, it will remain enabled until you reset it.  You will see a red icon on the filter button showing that it is still enabled.  If you click the filter button the click reset this will then remove the filter.
  • The filter is a good way to search for files, particularly if you have a lot of files and folders.