πŸ“„ Navigate Company Files

Navigate Company Files

This article explains how to navigate Company Files, where users can view, configure, and manage company-wide files.


Requirements

Make sure that New Feature - Company Files is installed in the Upgrade Centre.

Your user must have a Policy that grants access to Company Files. Contact your Strato administrator if you need assistance with these permissions.


Features / Functionality

Company Files Page

The Company Files page is where you can view, search, and manage files that belong to the organisation.


Actions

The Upload button allows you to upload company files.
The Export to CSV button allows you to generate a CSV file of all available files. This file includes all active columns and download links for each file, and reflects any current filtering applied through Basic and Advanced Search.
The Refresh button refreshes the Company Files list.
The Show/Hide columns button allows you to toggle additional details on and off.

Note that the Name column is enabled by default and cannot be toggled off.

The Sort button allows you to sort by the selected column in ascending or descending order.
The Rows per page dropdown allows you to choose either to show 10 or 25 files per page.
The Record count shows you the number of files currently being viewed out of the total number of files.
The Navigation controls allow you to jump between pages. You can go to the first page, previous page, next page, or the last page, respectively.
The Move Column handle allows you to drag and drop columns to easily reorder them.
The File Preview button allows you to see the contents of the file quickly. The preview can be seen to the left of the File Information panel.


Five additional actions are available from the More button: Download, Info, Open, Edit, and Delete selected file.


Download
Downloads the selected file.
Info
Opens the File Information side panel where you can access the relevant details of a file.

Open
Opens the File Viewer where you have more actions available, such as printing.

Edit
Opens the Edit side panel where you can modify the details of the selected file.

Delete
Removes the selected file from Strato Document Management.


Batch Actions

When selecting more than one file using the checkboxes, the following actions can be performed:

Note that the Info and Open actions are unavailable when more than one file is selected.


Column Actions

The Column Actions button appears on the right side when hovering over a column.

When clicked, the button shows you a list of options you can do to the selected column.


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