Folder Management
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      1. Knowledge Base
      2. Files & Folders
      3. Folder Management

      Folder Content

      This screen allows an administrator to transfer files and manage folders, just like an end user, but with some elevated privileges.

      Folder Types

      There are two types of folders:

      • File-Folder-1 Folder with permissions inherited from its parent folder - These folders are identified by a solid black folder icon.

        These are "standard sub-folders"; folders that may have been created manually via any file transfer application or perhaps auto-created by a drag-and-drop during a recursive file and folder upload.
         

      • File-Folder-2 Folder with unique permissions vs. its parent folder - These folders are identified by a colored folder icon with a check mark. The color is dependent on your Branding settings.

        We call these Workspaces because someone has been assigned specific permissions within it or because some other setting (email notifications or Retention rules, for example) make it different than its parent

      Navigation

      Our Web App has some unique and powerful components: 

      • Directory Tree - The directory tree aids overall navigation for those with access to multiple folders, such as site administrators.
      • Upload Queue - The upload queue has several benefits that are explained further in the Upload how-to below.
      • Action Icons - Action icons appear when hovering a file or sub-folder. They provide a simple way to take action on the item being hovered. The same actions are available by right-clicking the file or folder name.

      Downloading Files & Folders

      There are multiple ways to download files and folders:

      • Click a file name. The download will immediately begin.
      • Use the Right-Click menu. Then choose Download.
      • Use the Action icon. Hover a file or folder to expose Action icons to the right of the file or folder name. Click the Download icon.
      • Use the Checkbox. Tick the checkbox(es) next to the file(s) and folder name(s) you wish to download. Then click the Download button.

      If you check off multiple files or folders (or just a single folder) for download, the resulting download will be a Zip file. This is the only way to preserve an entire recursive directory on download.

      Most browsers will automatically save your files to your local Downloads folder. Other browsers may prompt you with a Save-as dialog.

      Uploading Files

      There are multiple ways to upload files and folders:

      • Use the Upload Button. Click the Upload button. Select one or more files from your local file system (using shift or control keys). Click Open or Submit.
      • Use Drag and Drop*. Drag items from a local Explorer window into the open directory area or onto the special drop area next to the buttons

      The Upload Queue (User Enabled)

      Any user account can enable the Upload Queue in Profile > Upload Queue. This enables you to select files from your local hard drive using the upload button or drag them to the screen, they will be added to the Upload Queue. You can then navigate elsewhere on your hard drive to select additional files. You can also navigate elsewhere on the FTP site and add files for more than one destination to the queue.

      Once you have everything in the queue that you want, click the Start button. Note that you can even add files or folders from multiple areas of your local hard drive to the upload queue before starting the upload.

      Deleting Files & Folders

      There are multiple ways to delete files or folders:

      • Use the Checkbox. Tick the checkbox(es) next to what you want to delete. Then click the Delete button.
      • Use the Right-Click menu. Then click Delete.
      • Use the Action icon. Hover a file or folder to expose Action icons to the right of the file or folder name. Click the Delete icon.

      Sharing Files (with Share Links)

      There are multiple ways to delete files or folders:

      • Use the Checkbox. Tick the checkbox(es) next to what you want to share. Then click the Share Link button.
      • Use the Right-Click menu. Then click Share Link.
      • Use the Action icon. Hover a file or folder to expose Action icons to the right of the file or folder name. Click the Share Link icon.

      Renaming a File or Folder

      There are multiple ways to rename a file or folder:

      • Use the Checkbox. Tick the checkbox next to the item you want to rename. Then click the Rename button. Edit the name and hit Enter on your keyboard.
      • Use the Right-Click menu. Select Rename. Edit the name and hit Enter on your keyboard.
      • Use the Action Icon. Hover a file or folder to expose Action icons to the right of the file or folder name. Click the Rename icon.

      Moving Files or Folders

      There are multiple ways to move files or folders:

      • Drag an item to another folder, either to a sub-folder of the current directory or to any folder in the Directory Tree.
      • Use the Checkbox. Tick the checkbox(es) of the items you want to move. Click the Cut button. Navigate to another place on the FTP site. Click the Paste button.
      • Use the Right-Click menu. Select Cut. Navigate to another place on the FTP site. Click the Paste button.
      • Use the Action icon. Hover a file or folder to expose Action icons to the right of the file or folder name. Click the Cut icon. Navigate to another place on the FTP site. Click the Paste button.

      Copying Files or Folders

      There are multiple ways to copy files or folders:

      • Use the Checkbox. Tick the checkbox(es) of the items you want to copy. Click the Copy button. Navigate to another place on the FTP site. Click the Paste button.
      • Use the Right-Click menu. Select Copy. Navigate to another place on the FTP site. Click the Paste button.
      • Use the Action icon. Hover a file or folder to expose Action icons to the right of the file or folder name. Click the Copy icon. Navigate to another place on the FTP site. Click the Paste button.

      File Comments 


      Comments can be added to folders and files.

      Click the Files menu and highlight all folders (‘/’) or a single folder in the tree: 


      Use the checkboxes to select the row you want to comment on, or the one just created, and “Comment” button displays: 



      The “Action” menu can also be used: 




      A dialog opens with the “Comments” options and text area: 


      Comments can be set as Public or Private: 

      • Public: Administrators and any users with access to the folder or file can view, edit, and delete these comments. All comment activity, including deletions, is stored in the log history for reference. 
      • Private: Only administrators and the comment creator can view, edit, and delete these comments. No other users can view the comment, ensuring privacy between the creator and administrators. 

      To set a comment’s visibility, select either Public or Private from the drop-down menu. Then, enter your comment in the text area and click Save.




      The comment will display below the text area and “Save” and “Cancel” buttons: 


      Clicking the “Edit” button will re-open the comment and allow changes: 


      Click “Save” to display the edited comment: 

      To Remove a comment, click the trash bin icon and a delete dialog opens: 


      Click the “Delete” button and an alert will display: 


      Note: Deleted comments are held in a temporary state for 35 days. If a file or folder is accidentally removed, the comment can be restored along with the file or folder by contacting support within this period.