Using Document Accounts

Several file operations are available within a Document Account browser. All operations are accessible from a right-click menu within the file browser. The right-click menu provides specific options depending on whether a folder or file is selected.

To open the file explorer:

1. Click on the folder icon (far left) from the list of private or shared accounts

Opening File Explorer

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore

The various file and folder operations available in the file explorer are detailed below:

• Folders:
  • uploading new folders
  • creating new folders
  • renaming, deleting, and downloading current folders as ZIPs
• Files:
  • downloading new files
  • renaming, deleting, and refreshing current files.

Upload a File

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Right-click and select Upload Here

Download a File

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired file
5. Right-click and select Download

Rename a File

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired file
5. Right-click and select Rename

Move a File

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired file
5. Drag into desired folder
6. Select Move File

Copy a File

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired file
5. Right-click and select Copy

Delete a File

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired file
5. Right-click and select Delete

Create a Folder

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Click “New Top Level Folder”
4. Enter a folder name of your choosing
5. Click Create

Rename a Folder

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired folder
5. Right-click and select Rename

Move a Folder

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired folder
5. Drag into desired folder
6. Select Move Folder

Delete a Folder

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired folder
5. Right-click and select Delete

Download Folder Contents (zip file)

The Download as Zip option is for downloading many files at once. This option will zip (compress) all contents of the selected folder and download the zip file (.zip extension). For easy navigation, the zip file retains the directory structure that exists in the file explorer.

1. Go to Document > Shared Accounts
2. Select the folder icon (far left) for the account you wish to explore
3. Browse to the desired directory
4. Left-click to select the desired folder
5. Right-click and select Download as ZIP