Grid View - Actions and the Action Toolbar

Grid View Actions can be applied to entire folders and individual files. Use Grid View Actions to edit, adjust settings, delete, export, share, move and print your files.

Grid View - Actions and the Action Toolbar - Gen 3

Grid View - Actions and the Action Toolbar - Gen 4

Grid View - Actions and the Action Toolbar - Gen 3

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: If you click the edit icon, you can Rename your folder, edit your folder Properties and set Folder Permissions for users and groups.
   
   
   
   
4. Settings: Access Audit and Lock/Unlock Numbering.
   
   
   
   
5. Delete: Send unwanted files to the trash. Click OK to remove them from the Documents Area.
   
   
   
   
   
6. Export: You can export your folder. Export your folder in the Original file format in which it was uploaded, Download Selected as Zip, or select Concordance Report to export this folder as a concordance-compatible production.
   
   
   
   
7. Share: Share the folder Via Secure Mail within the Safelink system.
   
   
   
   
8. Move: Move folders within your workspace.
   
   
   
   
9. Click the drop-down menu.
   
   
   
   
10. Select the location where you would like to move your folder.
    
    
    
    
11. Click Move.
    
    
    

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

1. Tick the box next to one of your files.
   
   
   
   
2. A list of action icons will appear above the Grid View.
   
   
   
   
3. Print: Select Print.
   
   
   
   
4. Click Print.
   
   
   
   
5. Apply an Action to all or most of your files: Tick selects all.
   
   
   
   
6. The system will select all the current files displayed in Grid View.
   
   
   
   
7. Select/deselect files to which you would like to apply actions.
   
   

Grid View - Actions and the Action Toolbar - Gen 4

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: If you click the Edit icon, you can Rename your folder, edit your folder Properties and set Folder Permissions for users and groups.
   
   
   
4. Settings: Access Audit and Lock/Unlock Numbering.
   
   
   
5. Delete: Send unwanted files to the trash. Click OK to remove them from the Documents Area.
   
   
   
   
6. Export: You can export your folder. Export your folder in the Original file format in which it was uploaded, Download Selected as Zip, or select Concordance Report, to export this folder as a concordance compatible production.
   
   
   
7. Share: Share the folder Via Secure Mail within the Safelink system.
   
   
   
8. Move: Move folders within your workspace.
   
   
   
9. Click the drop-down menu.
   
   
   
10. Select the location where you would like to move your folder.
    
    
    
11. Click Move.
    
    
    
    

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

1. Tick the box next to one of your files.
   
   
   
2. A list of action icons will appear above the Grid View.
   
   
   
3. Print: Select Print.
   
   
   
4. Click Print.
   
   
   
5. Apply an Action to all or most of your files: Tick selects all.
   
   
   
6. The system will select all the current files displayed in Grid View.
   
   
   
7. Select/deselect files to which you would like to apply actions.