Who is this article for?

Administrators wanting to learn how to manage, add and upload files.

Administrator permissions are required.

Effective file management is crucial for maintaining an organised and accessible digital workspace in Lucidity Intranet's Filing Cabinet. This guide will walk you through the process of adding and uploading files, as well as managing existing documents, ensuring that your team can easily store, locate, and utilise important information within your organisation's secure digital repository.

1. Managing files
2. Open and search files
3. Adding and uploading files
   1. Multiple files
4. Further reading

1. Managing files

Generally, as a minimum, end-users with permissions to the Filing Cabinet can open and search for files within the Filing Cabinet folder. Administrators can add, edit, update, add reviews, move, copy, delete and generate links for files within both the Document Vault and the Filing Cabinet. Files can be images, documents, spreadsheets, presentations etc. 

2. Open and search files

To search for and open a file, from the Filing Cabinet tab:

1. Navigate through the directly until the required file is located or
2. Use the Search function to locate the file.
3. Type the name of the file or a word(s) within the title of the file into the Search window at the top right-hand side of screen and hit Enter.

4. A list of results will be displayed, including the folder the file is located in. Click the file to open the location within the Filing Cabinet.

5. Once the file is located and selected, click Open in the top right-hand corner.

   

6. The document will open. Follow your specific browser and computer processes to view the document.

3. Adding and uploading files

To add/ upload a file to a folder within the Filing Cabinet tab:

1. Store the file on a computer or network drive (a file cannot be added directly from an email for example).

2. From the Filing Cabinet, select the relevant folder from the directory where the file is to be stored.

3. Drag and drop the file directly into the folder in the Filing Cabinet.

4. Alternatively, use the Add File button in the top left-hand side of the screen to add files.