Modifying Documents/Folders

1. To download a document, go to the Document List screen, under the Actions column, and click the icon. you can see the document downloaded; save it in the desired folder.

2. You can also lock the document and then download it. Go inside the desired folder and, click the icon under the actions column for that particular document.

Locking a document is useful for situations in which two or more people are working on the same document. If a document is locked and then downloaded, another user who downloads it in order to make changes will not be able to re-upload the document until the initial user uploads and unlocks it. This prevents one user's changes from writing over another user's changes.

1. Users can directly see the lock/unlock status of their documents from the Actions column in the main screen.

2. If you would like to lock a document, go to the Document List screen. Under the Actions column, click the icon to lock the document.

3. The newly locked document will show the icon, allowing you to easily unlock it by clicking the icon. If you would like to reverse the status, simply re-click the icon.

4. In addition, under the Actions column, you may click the corresponding documents icon in the pop-up screen, you may view the document's properties and details before locking. Press Lock to proceed with locking, View/Download to view the document, or Cancel to exit the pop-up screen.

   

1. To change the name, keywords or description of a document, go to the Document List screen. Under the Actions column, click the icon.

2. A window displays the file name details. Enter a file name in the New Name box. Click Rename to finish or Cancel to exit without renaming the document or folder.

You can also change the permissions of a document or a folder.

1. To change permissions, click on the icon.
2. On the folder properties page, click Permissions.

   

3. In the screen that pops up, you can see the access that various users have, and you can change the access by clicking the icon to the left of the username.

   

4. Check the appropriate boxes based on the permissions needed and click Save when finished.