How to edit or delete a folder or document

You can only edit/delete folders or documents from the web application.

1. Edit folders from the web application

  • Click on the folder you want to edit and you’ll see a pencil icon at the top of the screen, which allows you to edit.

  • Right clicking also gives you the option to edit:

How to configure folders?

Folder settings will be different based on the following user permissions:

1. Editing folders with admin permissions allows you to modify the name, visibility (choose which branches have access to the folder) and select the level of security.

2. As a user, you can only edit the name of the folder:

  • In order to delete a folder, it must be empty. Once you have no more files inside, click the button “Delete folder”.

 

2. Edit documents from the web application 

How to edit documents?

Either right click or select the document you want to edit so that a pencil icon appears at the top of the screen giving you the same option.

  • The option to edit folders allows you to change the name of the file. If you want to edit the content of a document, you will have to download it, make the necessary changes and upload it again. You also have the option to delete documents.

The option to edit folders allows you to change the name of the file. If you want to edit the content of a document, you will have to download it, make the necessary changes and upload it again. You also have the option to delete documents.  

 

3. Editing folders and documents from the mobile app 

3.1. Android devices

 

Within the ‘Documents’ menu, on the right side of all folders and files you will find the ‘options’ icon that will allow to do some arrangements:   Rename: change the name of the document/folder if needed. Delete Mark as favourite(in the case of documents, you can mark those that are more important to you as ‘favourite’ within the menu)

OPTIONS WITHIN DOCUMENTS

 


3.2. iOS Devices

The options are the same but, in this case, when you need to access them you need to keep pressing on top of the file and the options will appear on screen:

OPTIONS WITHIN FOLDERS

 

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