Navigate the Document Storage module #
When you click to Manage > Document Storage, the default view shows you a folder/files view of the documents created in the application and any files that have been uploaded. In the upper right corner of the screen, icons allow you to switch between this default files view and the folder properties view.
A context sensitive cog menu allows you to manage the displayed folder and upload files to it.
Breadcrumb navigation at the top of each screen allows you to navigate through the document folder structure.
To the right side of each uploaded file, you'll see a cog whose menu enables you to pin, rename and delete files.
Toggle between the Files view and Folder properties view (Admin screen) #
- In the admin screen, navigate to Manage > Document Storage
- Navigate to a folder.
By default, you'll see the Files view which shows all sub-folders and uploaded files. - Use the icons in the upper right corner to toggle between the Files view and the Folder properties view.