File Management

12 articles

Upload a File / Folder

To upload a file or folder, follow the steps below:. Your files will always be uploaded into the directory/folder you are currently in. . Log in to your account with your Username and Password.. Clic…

Updated 5 years ago

Download a File / Folder

To download a file or folder from your account, follow the steps below:. Quick Tip: Click the download icon next to the file name for quick, single file downloads. Log in to your account with your Us…

Updated 5 years ago

Create a Folder

To create a folder, follow the steps below:. Log in to your account using your Username and Password. Click Add Folder in the top menu.. Type in the name of your folder.. Click Create... You have now…

Updated 5 years ago

Delete a File / Folder

To delete a file or folder, follow the steps below:.... Quick Tip : To delete a specific file/folder, click the advanced options icon to the far right of file name and then click Delete. Log in to yo…

Updated 8 months ago

Move a File / Folder

To move a file or folder, follow the steps below:. Log in to your account using your Username and Password.. Navigate to and select the file you want to move.. Click Move or Copy in the top menu.. Se…

Updated 5 years ago

Rename a File / Folder

To rename a file or folder, follow the steps below : Log in to your account with your Username and Password. Navigate to the file you want to rename. . Click the rename icon to the right of the file…

Updated 5 years ago

Preview a File

To preview a file, follow the steps below:.. Log in to your account using your Username and Password. Navigate to the file you want to preview. . Click on the file name to open the preview screen. We…

Updated 3 years ago by James Dunn

Search Files / Folders

To search your files and folders, follow the steps below:. Log in to your account with your Username and Password. . Click Search Files and Folders and begin typing to search.. Click the icon next to…

Updated 5 years ago

Add a Tag / Attribute

To add a tag or attribute to a file or folder, follow the steps below:. Log in to your account with your Username and Password.. Navigate to and select the file you want to tag.. Click Tags & Attribu…

Updated 5 years ago

Request a Signature

To request a signature, follow the steps below:.. Log in to your account using your Username and Password. Navigate to the file you need to have signed. We support signatures for the following file t…

Updated 6 months ago by James Dunn

Restore Recently Deleted Files

Sites that have the Trash Bin feature are able to recover files deleted within the past 30 days. It works similar to the Recycle Bin on your desktop. Files can be restored individually, in small grou…

Updated 6 months ago by James Dunn

Adding Annotations

To annotate a file, follow the steps below:.. Log in to your account using your Username and Password. Navigate to the file you want to annotate. . Click on the file name to open the preview screen.…

Updated 2 years ago by James Dunn