Documents
Overview
The Documents Management screen allows users to view, sort, and manage document files efficiently. The interface provides various options to customize the file view and perform actions on individual documents.
Features
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File Sorting
a. Click on the filter icon next to "Files" to open sorting options.
b. Available sorting options:
i. Sort by alphabets: Arranges files in alphabetical order.
ii. Sort by older: Displays older files first.
iii. Reset: Clears sorting preferences and restores the default view.
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View Modes
a. Toggle between list view and grid view using the view icons on the top-right.
b. Grid view displays document icons with file names, while list view presents a detailed format.
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File Actions
a. Click on the three-dot menu (⋮) on any document to access additional actions.
b. Possible actions include:
i. View: Open and preview the document.
ii. Edit: Modify the document's contents.
iii. Update: Refresh the document with new data.
iv. Properties: View document details and metadata.
v. Download: Save the file to your local device.
vi. Delete: Remove the document permanently.
vii. Activity: View recent activity related to the document.
viii. Notes: Add or view notes associated with the document.
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Search Functionality
a. Use the search bar to quickly find specific files by name.
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Selection and Bulk Actions
a. Click on "Select..." to enable multi-selection of documents.
b. Perform bulk actions such as deleting multiple files simultaneously.
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Document Categories
a. Users can categorize documents using the dropdown menu with options such as:
b. This help page provides guidance on using the filtering and selection features in the interface. Users can search, filter, and select specific file types using the available options.
| Category | Supported File Types |
|---|---|
| Global | Folder |
| XLSX (Excel Spreadsheet) | |
| MP4 (Video File) | |
| MKV (Video File) | |
| PDF (Document File) | |
| PCK (Package File) | |
| GLB (3D Model File) | |
| AVI (Video File) | |
| MOV (Video File) | |
| TIFF (Image File) | |
| TIF (Image File) | |
| AVIF (Image File) | |
| WEBP (Image File) | |
| WEBM (Video File) | |
| GIF (Image File) | |
| LGS (File Format) | |
| LGSX (File Format) | |
| 3GP (Video File) | |
| PNG (Image File) | |
| HTML (Web File) | |
| CSS (Stylesheet File) | |
| SCSS (Stylesheet File) | |
| ASP (Web File) | |
| TS (TypeScript File) | |
| BAT (Batch File) | |
| XML (Data File) | |
| CFG (Configuration File) | |
| LOG (Log File) | |
| PHP (Web Script) | |
| JAVA (Programming File) | |
| SQL (Database File) | |
| DOCX (Word Document) | |
| SVG (Vector Image File) | |
| MP3 (Audio File) | |
| OGG (Audio File) | |
| WAV (Audio File) | |
| MID (MIDI File) | |
| M4A (Audio File) | |
| AMR (Audio File) | |
| EPUB (Ebook File) | |
| Datapackage | Python |
| DPL Pack | |
| DLL | |
| Hierarchy Item | FBX |
| Maps | KML |
| KMZ | |
| GeoJSON | |
| Standard | Licence |
| DPL Connector | |
| EXE | |
| NetPack |
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Settings and Information
a. Click on the gear icon (⚙) for additional settings.
b. Click on the info icon (ℹ) for more details about the Documents module.