Difference between revisions of "SmartFolders Overview"

Revision as of 10:40, 31 May 2019

Please note that this page is currently under construction. There is more information to come.

Overview

SmartFolders provide online storage for files, in a secure central location, that is accessible from any computer with Internet access.

SmartFolders Features

Configuration — Essentials

Setting Up SmartFolders

To access your SmartFolders, click the 9-square menu icon on the top right of your page.

Under the heading Tools, select SmartFolders to display your SmartFolders window. 

• Initially, there will be no folders or files available. 

Within your SmartFolders window, select New to set up a new SmartFolder.

The New Folder window is displayed. 

Folder Settings

There are two views to a folder: 

• Folder Setting View: This view displays the security and other settings for the folder. This is the view you see when you first create a folder.

• Folder Content View: This view displays the files you have uploaded to the folder. When you open an existing folder, the content view is used. If you need to see or alter the folder setting, select the Folder Settings button.

Folder Content and Properties

Each folder has the following properties:

• The roles available to any user are dependent on the permissions associated with their role. 

• If you do not set permission to a folder at the root, then as the owner you will be the only person who can access the folder. 

Folder Security

Folders created within an existing folder "inherit" the security of the higher-level (parent) folder. If you can change the security of the parent folder at any level, it will also be changed for associated lower-level folders. 

In this example, you will explore the General Settings and Security Permissions of of SmartFolders by enabling Everyone with access to view a folder. 

1. Select an existing folder to open its contents and details.

2. Go to the Folder Settings by selecting the gear icon.

3. Under Company Permission Settings - View Folder, select the binoculars icon.

4. A window of the organizations list will appear. 

5. Check Everyone.

6. Click the Save button.

You may repeat this process for other Security Settings under Company Permission Settings or Role Permission Settings. You may alter the Security of a folder at any time by going back and selecting different permission accessibilities. 

Creating a Sub-Folder

Following the previous example, we will next add a sub-folder but restrict access to a specific external company while allowing everyone internally to access the folder by referencing the internal Employee role. 

1. By selecting the + icon on a folder page, we can create a sub-folder.

2. A new folder window is displayed. In this example, the parent folder (Location) is set to "Autoloader." 

3. Under Company Permissions Settings - View Folder, select the binocular icon. 

4. In the pop-up list of organizations, check the external company you want to allow viewing access to. In this example, it is "Amnesty International USA." 

• Be sure to click the Add button so that the selected company will show up at the bottom, under Selected Companies.
• Be sure to deselect the other bottom choices of Inherit From Parent, Deny Company Access, and Everyone.

5. Repeat steps 3 and 4 for Company Permissions Settings - Modify Folder.

6. Under Role Permissions Settings, complete the following details:

7. Click the Save button.

Now the access for the sub-folder you have created is as follows: 

• The company access to view and modify the folder is set to one external company. Anyone from this company can see the contents and add files to this folder.
• The role access is set to the Employee role. Anyone in any branch of the internal root organization can see the contents, modify, and add files to this folder. 
• The role access is set to Deny Role Access for Create Sub-Folder. This means no one but the Global User Administrator is able to create a sub-folder from this folder. 

Depending on the instance, it may make sense to use company restrictions to establish security; in other situations, roles might be more effective.

Testing External Access to a Shared Folder

Whenever you add a new item for external access, it is a good idea to test the functionality.

1. Log in as on one of the contacts in the Contacts role. 

• Remember that people outside of your domain will need to enter their full e-mail address.

The customer menu displayed.

2. Go to the 9-square menu icon on the top right of the header. Under Tools, select SmartFolders.

3. The SmartFolders are displayed. 

• Any folders that are indicated with a New icon means that this is the first time you (in the Contacts role) are seeing these folders. 

• If you have created other folders with different permissions, they would not be visible. 

4. Log out from SmartSimple. 

5. Log in as the Global User Administrator. 

6. Follow Step 2 to go back to the SmartFolders window. Your new folders will be displayed without the New icon. 

SmartSimple will remember the last view of the folders, and re-display this view when you next use the application. 

Uploading Files to a Folder

Once you have created a folder, you can upload files into that folder.

Remember:

• Clicking on the folder name will display the folder contents, as well as the Browse and Upload buttons, Create Folder and Folder Properties button.
• If the folder contains sub-folders, then the names and creation date/time of these sub-folders are displayed.
• Clicking on a sub-folder name will display the contents for that sub-folder.
• Clicking the Folder Properties button will display the folder settings.

Uploading a File — Step by Step

Use the following steps to upload a file, or multiple files, to a SmartFolder.

1. Click on the 9-square menu icon on the top right of your page.

2. Under the Tools heading, select SmartFolders.

3. Click on the SmartFolder to which you would like to upload a document. The contents of the selected folder will be displayed.

4. If the file should be uploaded to a sub-folder of the current SmartFolder, click into a sub-folder by clicking its name.

5. When you have navigated to the destination folder, click on the Folder icon to browse for the file you want to upload.

File:053019 EF SmartFoldersFileUpload.png

• In the File Upload screen, navigate to the file you want to upload, select it, and click the Open button. You may also upload multiple files.

6. Once you have uploaded your file(s), they will appear on the bottom list.

File Options

Once your file is uploaded, you can change the options related to that file. On the far right of the file list, the following options are available:

• Email: Send the file to any contact with a valid email address in SmartSimple.
• View URL: Displays a short link that can be used to embed a link to the file in an email.
• Rename: Change the name of the file.
• Description: Change the description of the file.
• Move: Move the file to a new folder.
• Notes: Add notes to the file.

File Check Out/Check In

Checking Out a File

Next to the File Options is the Check Out icon.

Clicking on this icon will allow you to check out that specific file. Fill in the Check Out Note and then select Check Out.

Tips:

• Once a file is checked out, it cannot be altered or deleted until the person who checked it out (or a user with the role of System Permission - SmartFolders - Manager originally checks it back in. If the file has not been checked in, the check box displayed next to the file name will be greyed out.
• If you have the software application installed on your computer that is associated with a specific file type, then the file will be displayed in the appropriate application icon.

Checking In a File

Checking a file back in will once again allow changes to the file to be made. To check in a file to the appropriate folder, return to that folder and select the Exclamation icon on the far right of the file list.