Files | Online Help | Qntrl

Files

Files and Folders act as a central repository to keep your organization's paperwork organized. Every time a card gets executed, it accumulates attachments or files that support it. Storing these files in a central, easy to retrieve location provides better access and greater visibility.
 
The default folder ‘Boards' has a dedicated folder maintained for each board, to store and access all attachments and files uploaded to each board's cards. This way, all the files related to a board can be viewed at once.
 
'My Folders' allows you to create or upload your own folders and add files to them.
 

Access Permissions

Users with the ‘Manage Files’ permission enabled in their profile will be able to access Files and Folders.

Business cases

  1. Using Bridge, the log files on the local machine can be monitored automatically every 24 hours. These log files can be stored in the Files module.
  2. Data related to the organization needs to be visible for all users. Such files can be added in the Files module.
  3. Files added in this module can also be accessible from Server scripts and Circuits.

Upload files

  1. Navigate to Files and Folders in the left panel.
  2. Under My Folders, select a specific folder or upload to the main folder by clicking Upload at the top-right corner.
  3. Select Upload File.
  4. You can drag and drop, copy and paste, or browse your computer to select one or more files.
  5. Click Upload.  
The file is uploaded to the selected folder. 

 


Create folders

  1. Navigate to Files and Folders in the left panel.
  2. Under My Folders, click Upload at the top-right corner.
  3. Select Create Folder.
  4. Enter a folder name and click Save.
A new folder is created and is ready for file uploads. 


Upload folders

If you already have files added to a folder on your computer and you would like to add the folder directly, you can upload them to Files and Folders instead of uploading the files one by one.
  1. Navigate to Files and Folders in the left panel.
  2. Under My Folders, click Upload at the top-right corner.
  3. Select Upload Folder.
  4. Drag and drop, copy and paste, or browse your computer to select the folder.
  5. Click Upload.
 

Rename files and folders

To update the name of a file or folder:
  1. Navigate to Files and Folders in the left panel.
  2. Hover over the specific file or folder to view more options.
  3. Select Edit from the dropdown.
  4. Enter the new name and click Save.  

Notes
Note: Files and folders under the Boards folder cannot be renamed. 

Download files and folders

You can download the files and folders to maintain a local copy, share them with customers, or even circulate them within your team.
 
To download, hover over the file or folder and click Download at the right-corner. The download will start automatically. 
 
 

Search and filter

Search and filter options at the right-corner helps spot specific files and folders. Type a search term in the search box or choose an option to filter from the dropdown. 
 
 

Delete files and folders

Files and folders that are no longer required or are outdated can be deleted. Files and folders under Boards folder cannot be deleted.
  1. Navigate to Files and Folders in the left panel.
  2. Under My Folders, hover over a file or folder to be deleted and click more options.
  3. Select Delete.
  4. Confirm your action. 
 
Notes
General notes:
Files and folders only up to 5 GB can be stored here.
Maximum supported file size is 64 MB.

 

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