Help Documentation

Content Management

1. Creating Folders & Sub Folders

Creating a folder :

Create a Folder

  1. Click on the 'Personal Folders' option in the left menu
  2. Right click on 'My Folders' and click on 'Create Folder'
  3. Type in a name for the folder and press the Enter or the command key

To create a sub-folder :

Create a Sub-Folder

  1. Right click on (the parent) folder and click on 'Create Folder'
  2. Type in a name for the folder and press the Enter or the command key

You can rename folders by right clicking on the folder and by clicking on 'Rename'.

2. Organizing Files In Folders

To move files in to folders :

Organizing Files

  1. Choose the files that you would like to move (Check the Check boxes)
  2. Drag and drop them in to the destination folder under 'Personal Folders' in the left menu

[or]

Organizing Files

  1. Choose the files that you would like to move (Check the Check boxes)
  2. Click on the 'move' option, select the destination folder and click on 'move'.

3. Zipping / Archiving Files

To zip/ archive files :

Zip/ Archive Files

  1. Select the files you want to zip (check the check boxes)
  2. Click on the Actions button in the toolbar and select Zip option from the drop down menu.
  3. A pop-up appears. Enter a name for the zip folder and click on Save.

4. Full Text Search (content search)

To search for documents:

Full Text searching

  1. Enter the document name or text in the search box.
  2. To perform full text search, click on the 'search' button.
  3. To perform specific search, select the criteria from the drop down menu and click the search button.
  4. Documents matching the search criteria will be listed.

5. Tagging Your Documents

To create new tags :

Create New Tags

  1. Select the file and click on 'Add Tag' button from the toolbar
  2. Enter the tag name and click 'Submit' button.

To assign existing tags :

Assign Existing Tags

  1. To assign tag , click on the 'Add Tag' button.
  2. Click on the Tag button and select the tag name.

To find out the tag Details of a file :

Tag Details

  1. Select the document
  2. Right click and select 'properties' option from the displayed menu
  3. A dialog box appears, select the 'Tag Details' option
  4. Tags assigned to the document will be listed.

To remove a tag:

Remove a Tag

  1. Click on the 'Tags' menu from the left side panel.
  2. Select the 'Delete' symbol present beside each tag.
  3. Click on 'OK' to delete.

6. Deleting / Restoring Files & Folders

To delete a File/ Folder :

Trashing

Right click on the folder and click on 'Move to Trash'

To Retrieve / Restore a trashed File / Folder :

Restore File Folder

  1. Click on the 'Trash' icon in the left menu
  2. Choose the folders you would like to retrieve
  3. Click on the 'Restore' button at the top

The Folders will be restored under 'My Folders'.

To permanently delete a Folder /File, right click on the Folder in the Trash bin and click on 'Delete'.

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