2,299
edits
Changes
no edit summary
::: [[File:052919_EF_SmartFoldersRolePermissions.png|500px|border]]
7. Click the '''Save '''button.
:* Remember that people outside of your domain will need to enter their full e-mail address.
The customer [[menu]] 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.
::: [[File:052919_MenuIcon.png|border]]
2. Under the '''Tools''' heading, select '''SmartFolders'''.
::
::* 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.
:::* '''Move''': Move the file to a new folder.
:::* '''Notes''': Add notes to the file.
====File Check Out/Check In====
=====Checking Out a File=====
::::: [[File:053019_EF_CheckOut.png|border]]
Clicking on this icon will allow you to check out that specific file. Fill in the Check Out Note and then select '''Check Out'''.
:::* 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 [[Manager Permissions - System Permissions|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.
::::: [[File:053019_EF_CheckIn.png|border]]
Locate the file you previously checked out and downloaded, and select the '''Check In '''button at the bottom of the page. This will check the file back into the Folder.
::::: [[File:053019_EF_CheckInButton.png|border]]
The '''Undo Check Out '''button will revert the file back to the version it was prior to being checked out.
::::: [[File:053119_EF_DownloadSmartFoldersFile.png|border]]
You must repeat this downloading process for each file that you want to download in a SmartFolder.
::::: [[File:053119_EF_DeleteFilesSmartFolders.png|border]]
If you want to delete an entire folder, display the folder properties and click the '''Delete '''button.
==Configuration - Advanced==
===Increasing SmartFolder Storage Limits===
Each company is provided with a fixed amount of file storage space for SmartFolders. You can see the current storage used in the Storage Summary window in your copy of SmartSimple's [[Global Settings]].
1. Click the 9-square menu icon on the top right of your page.
:: {Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings.'''
3. On the first tab of '''Global Settings, '''scroll down to the subheading '''System Log and Summary. '''
4. Click on the hyperlink '''Storage Summary '''to generate a summary of system storage information.
:: [[File:Storage summary.png|400px|border]]
==See Also==
:::* [[Auto Loader]]
[[Category:System Management]][[Category:SmartFolders]][[Category:Applications]]