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Browse folders and documents

Choose Documents → Browse. The folder tree is on the left and the selected folder's contents are on the right. The root can contain folders without containing documents directly.

Documents Browse at the rootDocuments Browse at the root
Choose a folder in the tree to see its contents. Select image to enlarge.
Documents inside the Invoices folderDocuments inside the Invoices folder
A folder's list includes document status, size, tags and available row actions. Select image to enlarge.

Open and find items​

  1. Choose a folder in the tree, or click its name in the contents list.
  2. Follow the breadcrumb or Up one level to return to a parent.
  3. Enter a name or tag in the folder filter. The server searches that folder's documents across its pages.
  4. Click a document name to open its preview. Close it to return to the list.

The row menu and Properties show actions your account can perform. A visible document can still be read-only. Workflow badges show whether it is in review, complete or rejected.

Organise a folder​

Where permitted, use the folder menu to create a subfolder, rename it, move it, inspect Properties or manage permissions. Choose the destination carefully when moving: the document or folder may inherit a different access policy there.

Select checkboxes to act on multiple rows. Review the selection before downloading or deleting. Folder downloads collect the contents you may download into an archive; large trees take longer to prepare.

Understand sizes and state​

A document's displayed file size describes its current version. Storage usage can be larger because older versions remain stored. Folder totals can include stored versions and trashed items beneath that folder.

A padlock indicates an edit session or check-out. You can usually still read and download the current version, while changes are limited until the lock is released. See Check-out and check-in.