File Cabinet

Complete Guide to File Cabinet

Accessing File Cabinet Folders

1) Click the Files icon.

2) Your files will be displayed in "My Files".

3) Double click on a folder to access it's contents.

Adding File Cabinet Storage

For additional file cabinet storage, contact your Enterprise Manager.

If you are the Enterprise Manager:

1) Click View Accounts

2) Click on the Username of the user you would like to grant additional storage to

3) Click Modify Access while viewing the user profile.

3) Under Add-Ons, indicate the storage increment you would like to increase by in the drop-down menu.

4) Click Save.

Changing Shared Access

To edit or remove access from a shared folder:

1) Go to the Files icon.

2) Select the folder under My Files.

3) Click Share.

4) Edit the desired access (Read-Only or Full Access) level by adding or removing users to the appropriate boxes.

5) Click Done.

Check In/Check Out Shared Folders

Shared files can be checked in or out for edits by users who have access to them.

1) Go to the Files icon.

2) Highlight the file you wish to check out for editing and click Check out.

3) Once you are finished, highlight the checked out file and click Check In.

Creating New File Cabinet Folders

1) Click on the Files icon.

2) Click on the New Folder button [located in the upper right-hand corner].

3) Enter the name of the new folder and click Save.

4) To create a new subfolder within a folder, double-click on the folder in which you want to create the new folder. Click New Folder, name the new folder and Save.

Deleting Folders, Subfolders, or Files

To delete a folder, subfolder, or a file from the File Cabinet:

1) Go to the Files icon.

2) Highlight the item or items that you want to delete, and then click Delete.

3) To confirm that you want to move the selected item to the Trash Folder, click Yes.

Note: Deleted items are placed in the Trash Folder until you click Empty Trash.

Downloading a File

1) From your File Cabinet, click on the file that you want to download.

2) Follow your browser's instructions for saving the file to your computer.

Moving a File or Subfolder

To move a file or a subfolder into a different folder in the File Cabinet directory:

1) Select the item you want to move.

2) Click on Move.

3) From the Target Folder options, select the folder into which you want to move the selected item.

4) When finished, click OK.

5) To cancel, click Cancel.

Renaming a Folder

1) Highlight the folder you wish to rename.

2) Click the Rename button.

3) In the Name field, enter the new name for the folder.

4) When finished, click OK.

Sharing a Folder

To share a folder :

(Note: Any or all files you want to share, through the File Cabinet, need to be within a folder.)

1) Highlight the folder name and click the Share button at the top.

2) Select Read-Only or Full Access and enter the username or email address to share with in the appropriate box.

Read-Only allows others only to view files within the folder.

Full Access allows others to upload files to the folder, in addition to viewing the file contents. Full Access is useful for sharing documents that will be worked on by more than one person.

In the Message Body field, type a message that provides recipients who are not members with information regarding the folder and their access rights to it.

3) When you are finished, click Done.

Members with whom you have shared a folder will receive the following message in the Notifications sections of My Day: "<Username> has shared a folder with you."

Non-members with whom you have shared a folder will receive the following message via email: "You have been given access to <user’s> files. To view the shared files, click on the link below." They can then click on the link in the email to access the shared folder.

Storing Email in File Cabinet

To store email or an email folder in a File Cabinet folder:

1) Select the email or the email folder, and then click Save to File.

2) Next, a file selection window will appear. Choose the folder for where you would like to put the email. Then click OK.

3) In the dialog box, select the options for which components of the email you wish to save, then click Continue.

Uploading a File

1) Click on the folder into which you want to store the uploaded file.

2) Click Upload file [located in the top-right corner]. A file uploader window will pop-up.

3) Select the file that you would like to upload. You can upload multiple files into the folder by clicking the Add button.

4) Click Upload once all desired files have been selected.

5) The File Uploader will indicate the progress of your file transfer. Once it is finished, the window will display a confirmation message.

Note: While the uploader is working, you may move into other applications such as Instant Messaging or Email.

5) Click “OK” to close the pop-up window.

Note: Your file cabinet will automatically refresh to display the newly added file(s).

Using Shared Folders

To access a folder that is shared with you:

1) Click on the plus sign to the left of Shared Files in the Files pane. A list of users who have shared files with you will appear under Shared Files.

2) To view the contents of the Shared Files folders, click on the folder and its contents will appear in the Shared Folders view.

3) Click on the folder that you want to view.

4) To download files in a shared folder, simply click on the filename.

5) To upload files to the shared folder currently being viewed, click the button labeled “Upload File” and follow your browser's instructions.

View/Retrieve/Delete Trash contents

1) To delete a folder, subfolder, or a file from the File Cabinet, check the item or items that you want to delete, and then click Delete.

2) To confirm that you want to move the selected item to the Trash Folder, click Yes.

Note: Deleted items are placed in the Trash Folder until you click Empty Trash.