8.1. The Files Components

An introduction to the user interface can be found in The User Interface.

Toolbar Contains the following icons:

  • Add icon . Contains the following functions:

  • Toggle Folder icon . Opens or closes the folder tree.

  • Toggle Search icon . Opens an input field for searching for files with a certain name.

  • View icon . Allows selecting one of the following views for the display area:

Folder tree Displays the folders. Allows navigation within the folder structure. In order to open the folder tree, click the Toggle Folder icon in the toolbar. The following functions are available:

  • If clicking on a folder, its files are displayed.

  • The Add folder menu and Folder actions icon below the folders offer functions for Organizing data.

  • The Pin icon defines whether the folder tree overlaps the sidebar or the display area or is displayed next to the sidebar or display area.

Display area in the Icons view Displays the following information:

  • Navigation path to the selected folder. To open another folder, click on the path.

  • Upload new file button. Opens the window for uploading a new file.

  • Share this folder button. Creates a publication for the selected folder.

  • If the folder contains images, audio or video files, functions for playing multimedia files are displayed.

  • An icon for each file in the selected folder and if available, a file preview.

If clicking on a file, its data are displayed in the Popup. It shows the same information as the display area in the List view.

Sidebar in the List view Displays a list of files in the currently selected folder. The following functions are available:

  • If clicking on a file, its data is displayed in the display area.

  • If clicking the Select icon below the list, a checkbox is displayed next to each file. You can select multiple files to edit all of them at once.

  • The text below the list contains the name of the selected folder. If clicking on the name, the folder tree opens. The number corresponds to the number of objects in the selected folder.

Display area in the List view Displays the file's data:

  • Buttons: Open , Download , Delete .

    If clicking on an editable file in the sidebar, the Edit button is displayed.

    If clicking on More, a menu opens showing the following functions: Send as link , Send by E-Mail , Show link , Rename , Edit description , Lock , Move and Copy , Add to portal .

    Note: Some buttons are not displayed if you do not have the appropriate permissions.

    If clicking on a document in the sidebar, the Edit as new button is displayed in the menu below More.

  • Name, file name

  • A file preview, if available

  • File comments

  • Navigation path to the folder selected. To open another folder, click on the path.

  • Buttons for uploading a new version.

  • A version list if the file has several versions. The current version is listed on top. For each version the following information is displayed:

    • the version's file name

    • version comments, if available

    • name of the user who uploaded the version

    • date and time of the version's upload