How to Upload and Manage Content in the Web Portal

You can use the web portal to manage all of your content; you can even create and upload content within the web portal. The web portal provides user-friendly features—including drag and drop functionality, multi-select options, and the ability to view dozens of file types directly in your web browser.

  • Click the Files tab to access your files and folders. You can also search for files and folders within the Files tab.
  • Click the Shares tab to access Team Shares, items shared by you, and items shared with you.
  • Click the Guests tab to collaborate and share with people outside of your organization.
  • Click the Backups tab to create and manage your backups.
  • Click the File Report tab to view or export a list of your files.
  • Click the Activity Log tab to review your activity within the system.

How to Upload Files in the Web Portal

When you create folders and upload files in the web portal, all of these items will propagate down to any of your connected devices, such as your mobile phone or your local machine. You can also access your uploaded content from any computer that has a supported web browser and an Internet connection.

To upload files in the web portal:

  1. In the web portal, click the Files tab. The Browse Files page displays.
  2. While inside the appropriate folder, click the Upload Files button. The Upload Files page displays.
  3. In the Upload Files page, you can drag and drop files onto the page and click the Upload button. The files will upload.
  4. Alternatively, click the Add Files button to manually search for files on your local machine. You will be presented with an Open dialog box that will allow you to select files from your machine. Click the Upload button when you are ready to upload the selected file.

How to Manage Files and Folders in the Web Portal

You can manage all of your files and folders in the Browse Files page of the web portal. In this page, you can utilize advanced drag and drop functionality, create folders, upload files, and manage revisions. You can also view dozens of file types directly in your web browser.

To manage items in the web portal:

  1. In the web portal, click the Files tab. The Browse Files page displays.
  2. In the Browse Files page, you will see a list of all of your files, folders, and Team Shares.
  3. To quickly organize your content, drag and drop files and folders within the Browse Files page.Note: You cannot drag and drop a personal file or folder into a Team Share. You can, however, drag and drop personal files and folders, or drag and drop files and folders while inside a Team Share. 
  4. You can also select multiple items at one time by holding down the Shift key on your keyboard.You can then perform mass actions, including download, lock, move, deleted, and more.
  5. To view a file in your web browser, right-click the file and select View. Or, simply click the file to view its contents.
  6. You can use the toolbar buttons to manage content in the selected folder.
    • Click the Create Folder button to create a new folder inside the web portal.
    • Click the Upload Files button to add files to the web portal.
    • Click the Rollback button to restore the selected item to a previous version.
    • Click the Show Deleted button to show files that have been deleted.
    • Click the Restore Deleted button to return any deleted files to their original location.
    • Click the Erase all Revisions button to erase previous revisions.
  7. Alternatively, you can use the folder menu to manage individual folders.
    • Right-click a folder. A menu displays.
    • In the menu, you can:
    • Click the Download ZIP link to download the entire folder as a ZIP file to your local machine.
    • Click the Rename link to rename the title of the folder.
    • Click the Move link to change the path of the folder.
    • Click the Share link to share an individual link to the folder.
    • Click the Trim Revisions link to remove previous version of the folder from the system.
    • Click the Delete link to delete the folder from the system.

      Note: When you delete an item, it is still stored in the system for a pre-determined number of days. Within this timeframe, you can restore a deleted file. Please contact your administrator for more information.

       

  8. Alternatively, you can use the file menu to manage individual files; or, press and hold down the Shift key to select multiple files at one time.
    • Right-click a file. A menu displays.
    • In the menu, you can:
      • Click the Download link to download the file to your local machine.
      • Click the Revisions link to view a list of revisions to the file, and optionally restore a previous version.
      • Click the Activity link to review activity or events for the selected file.
      • Click the Rename link to rename the selected file.
      • Click the Move link to change the path of the selected file.
      • Click the Share link to share an individual link to the file.
      • Click the Erase Revisions link to remove previous version of the file from the system.
      • Click the Delete link to delete the file from the system.

        Note: When you delete an item, it is still stored in the system for a pre-determined number of days. Within this timeframe, you can restore a deleted file. Please contact your administrator for more information.