Grid View - Actions and the Action Toolbar

Grid View - Actions and the Action Toolbar

1. To begin, tick the box next to one of your folders.
2. A list of action icons will appear above the Grid View. Hover your mouse over an icon to view what it does.
3. Edit: Click to rename your folder, edit folder properties, or set folder permissions for specific users and groups.
4. Settings: Access the folder's Audit history and logs.
5. Delete: Move unwanted folders to the trash.
6. You can also choose to renumber remaining folders as part of the deletion process. Click OK to remove them from the Documents Area.
7. Export: Export your folder in its Original uploaded file format, Download Selected as Zip, or select Concordance Report to export it as a concordance-compatible production.
8. Copy: Copy folders and documents within your workspace
9. Select your destination path and click Copy.
10. Move: Move folders and documents to a different area in your workspace.
11. Select the destination path and click Move.
12. Tick the box next to one of your files.
13. A list of action icons will appear above the Grid View.
14. Print: Select the Print icon, review your settings, and click Print.
15. Click Print.
16. Select All: Tick the master checkbox at the top of the grid to automatically select all files currently displayed on the page.
17. Select/deselect files to which you would like to apply actions.

Notes

• All the Grid View actions above can also be applied to individual files in your workspace. Individual documents or files can also be printed.