Every Project and Group within Oversite comes with a file storage area called File Cabinet. It's a great place for things like contracts and other files and documents related to the Project or Group. Files uploaded to the File Cabinet are stored with the same security and backup policies used to store all of your Oversite data.
Files and Folders can only be uploaded, deleted, and moved when a project is Under Construction. You can only view files of completed projects.
View the File Cabinet
Navigate to the Project or Group.
Select the File Cabinet navigate item from the sidebar menu.
The File Cabinet screen will load and show you any folders and files currently in your Project or Group.
Folder Mangement
Folders are a great way to keep your File Cabinet organized. Folders can be create at the root of your project and within other folders.
Create a new folder
While looking at the File Cabinet screen, click the gray Create another folder in {Project Name} button.
This will generate a new folder with a default name of 'newfolder-{current_date}-{current_time}'. You can rename the folder using the directions below.
Rename a folder
Click the yellow edit icon under the folder you want to edit. A popup box will appear.
Enter the new folder name and click Rename Folder to save your changes.
Delete a folder
Click the red trash can icon under the folder you want to delete.
Confirm deletion by selecting Delete Folder in the popup box.
Be careful when deleting folders. Deleting a folder will remove all sub-folders and files as well.
File Management
Upload files
Click the folder you want to upload the file into.
Click the blue Add Files button.
Drag and drop files into the popup window, or click the window to select the files you want to upload. You can upload more than one file at a time.
Click the Upload button to start the upload process.
Once the upload process has completed, the new file will appear in the file list.
View/Download a file
To preview a file without downloading it:
Navigate to the folder the desired file is in.
Click the name of the file you want to preview.
A popup box with a preview of the file will appear.
To download a file to your device:
Navigate to the folder the desired file is in.
Click the blue download button to the right of the file name. (You may need to scroll the table to the right to see the download button depending on the width of the file table.)
Move a file
To help keeps things organized, files can be moved from one folder to another if needed.
Navigate to the folder the desired file is in.
Click the yellow move icon to the right of the file name. (You may need to scroll the table to the right to see the download button depending on the width of the file table.)
Select the folder you would like to move the file into in the popup box.
Click Move File to save your changes.
Delete a file
Navigate to the folder the desired file is in.
Click the red trash can icon to the right of the file name. (You may need to scroll the table to the right to see the download button depending on the width of the file table.)
Select Delete File to confirm the action.
Be careful! Deleted files cannot be recovered.