WorkSmart Platform
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  • Low code, Unified Platform
  • Custom Database Apps
    • Create new App
    • Columns
      • Column Types
        • Text
        • Multi-Line
        • Number
        • Auto Number
        • Currency
        • Date/Time
        • TimeInput
        • Duration
        • Yes/No
        • Choice – Drop Down, Radio Button, and Check Box
        • Email Address
        • Phone/Fax No.
        • URL
        • Relationship
        • E-Signature
        • Formula
      • Adding a New Column
      • Modifying Existing Column
      • Removing a Column
    • Views
      • Adding a View
      • Adding a Chart View
      • Adding a New Summary View
      • Editing a View
      • Deleting a View
      • View Settings
        • Setting default view
        • Re-ordering view sequence
        • Making view active/inactive
    • Forms
      • Adding a New Form
      • Editing a Form
      • Deleting a Form
    • Plug-ins
    • Relationships
      • Lookup
        • Adding a New Lookup Field
        • Editing a Lookup Field
        • Deleting a Lookup Field
      • Summary
        • Adding a New Summary Field
        • Editing a Summary Field
        • Deleting a Summary Field
    • User Permissions
      • Levels of Access Controls
      • Sharing an App
      • Sharing a Record
    • Notification Settings
      • Adding a new Email Template
      • Editing a Email Template
      • Deleting a Email Template
      • Turning a Email Notification as On/Off
    • Automation Rules
      • Adding a new Rule
      • Edit a Rule
      • Deleting a Rule
      • Custom Action Rules
        • Overview
        • Rule Conditions
        • Rule Actions
      • User Based Rules
        • Rule Conditions
        • Rule Actions
      • Record Based Rules
        • Rule Conditions
        • Rule Actions
      • Time Based Rules
        • Rule Actions
        • Rule Conditions
      • Periodic Rules
        • Rule Conditions
        • Rule Actions
      • Rule Actions
        • Hide Form Tabs
        • Update Record
        • Add Record
        • Column Control
        • Apply Approval
        • Add Subform Record
        • Email Alert
        • Delete Connected Records
        • Navigate To
      • Conditional Formatting
      • Operator Precedence
    • Workflow Process
    • Modifying Database App Details
    • Save As Template
    • Transferring Ownership of Database App
    • Exporting Data
      • Excel
      • PDF
    • Delete a Database App
    • Formula Functions
      • Formula Funtions
      • Text Functions
      • Number Functions
      • Date Functions
      • Formatting Functions
      • Aggregate Functions
      • Database Functions
  • Ready to Use Apps
    • Files Manager
      • Working with Folders
        • Adding a Folder
        • Adding a Sub-Folder
        • Downloading a Folder
        • Renaming a Folder
        • Moving a Folder
        • Sharing a Folder
        • Managing Folder Properties
        • Setting-up Approval Process on a Folder
          • Approval Settings
          • Defining a Approval Process
          • Modifying Approval Process
          • Deleting Approval Process
        • Deleting a Folder
        • Sequencing Sub-Folders
      • Working with Files
        • Adding Files
        • Adding a New File
        • Viewing File Details
        • Downloading a File
        • Viewing Files Revisions
        • Adding a New Version to a File
        • Locking a File
        • Unlocking a File
        • Sharing a Record
        • Adding a Comment to a File
        • Copying/Moving a File
        • Setting-up Approval Process on a File
          • Approval Settings
          • Defining a Approval Process
          • Modifying Approval Process
          • Deleting Approval Process
        • Approving a File
        • Deleting a File
    • Kanban WorkFlows
      • Installing Tasks Manager
      • Adding a Task
      • Viewing a Task
      • Editing a Task
      • Sharing a Tasks Manager
      • Sharing a Task
      • Completing a Task
      • Undoing the completion of a Task
      • Deleting a Task
    • Spreadsheet To Smart Apps
  • FAQ
    • Update User Profile
    • Lost Access
    • Two Factor Authentication
      • Authenticator App Setup
      • Security Key Setup
      • Change Primary Channel
  • Additional Features
    • Reports Management
    • Smart Dashboards
  • Portal Management
    • Address Book
      • Working with Address Book
    • Portal Administration
      • Workspace Branding
        • Change Logo
        • Remove Logo
        • Change Workspace Details
      • Data Retention Policy
      • Theme Selection
      • Notifications Settings
      • Security
        • Password Settings
        • Security Policy
        • Two Factor Authentication
          • Setup as Optional
          • Setup as Mandatory
      • Time/Date Settings
      • Monitoring
        • Activity Log
        • Site Log
      • Special Privileges
      • Templates
        • Global Catalogue
        • Local Catalogue
    • Sites Management
      • Working with Sites
      • Site Members
        • Adding Individual Members
        • Removing Members
        • Managing Workgroups
          • Adding Work Group
          • Editing a Work Group
          • Deleting Work Group
          • Adding members to a Work Group
        • Contact Groups
          • Adding a Contact Group
          • Removing a Contact Group
        • Site-Specific Special Privileges
        • Visibility Settings
      • Managing Sites
        • Creating a New Site
        • Editing a Site
        • Making a Site Active
        • Archiving a Site
        • Deleting a Site
        • Customising Site Dashboard
        • Exporting Site as Template
        • Site Quota Settings
        • Notification Settings
      • Site Categories
        • Adding a New Site Category
        • To Edit a Site Category
        • Deleting a Site Category
        • Re-ordering Site Categories
      • Site Statuses
        • Adding a New Site Status
        • Editing a Site Status
        • Deleting a Site Status
        • Re-ordering Site Statuses
    • Billing and Payment
      • Setup Payment - Direct Debit
      • Setup Payment - Card (Debit/Credit)
      • Invoices
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  1. Ready to Use Apps
  2. Files Manager

Working with Files

Adding FilesAdding a New FileViewing File DetailsDownloading a FileViewing Files RevisionsAdding a New Version to a FileLocking a FileUnlocking a FileSharing a RecordAdding a Comment to a FileCopying/Moving a FileSetting-up Approval Process on a FileApproving a FileDeleting a File
PreviousSequencing Sub-FoldersNextAdding Files

Last updated 2 years ago

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