File Manager - Overview

File Manager

LiveText users have a way to upload and manage files independently without having to create documents in the system. The File Manager allows users to upload and manage external files and images such as Word, Excel, PDF, PowerPoint, and text files in one centralized location. Basic navigations in the File Manager allow users to manage, rename and/or delete files, as well as create and manage labels. This feature is located under the File Manager tab at the top of the screen.

 

File Manager Basic Navigations

  • Uncategorized — Contains files not assigned a user-specified label.
  • Archives — Contains all of the attachments uploaded to documents prior to the availability of the File Manager.
  • Trash — Contains deleted files.
  • Manage Labels — Contains options for creating and deleting custom labels within the File Manager.
  • Upload Files/Images — Area for users to upload new files into the File Manager.
  • Cloud Import - Allows import of files from Dropbox


Upload a File into the File Manager

  1. Click on the File Manager tab.
  2. Click on the Upload Files/Images tab located at the far end of the section.
  3. Click the Browse... button.
  4. Select the file from your computer.
  5. The file automatically uploads. Once the file is uploaded to the File Manager, a "Completed" message appears under the file's status. To remove, click the Remove button located across from the file name.


Download a File from the File Manager

  1. Click on the File Manager tab.
  2. By default, users should see files in the Uncategorized label. To locate labeled files, users can go to the Manage Labels tab and choose the label where the file is located.
  3. Click on the Download button associated with the file under the Actions heading.


Rename an Uploaded File Name

  1. Click on the File Manager tab.
  2. By default, users should see files in the Uncategorized label. To locate labeled files, users can go to the Manage Labels tab and choose the label where the file is located.
  3. Click on the Rename button associated with the file under the Actions heading.
  4. Enter the new file name.
  5. Click the OK button to confirm.


Delete a File from the File Manager

  1. Click on the File Manager tab.
  2. By default, users should see files in the Uncategorized label. To locate labeled files, users can go to the Manage Labels tab and choose the label where the file is located.
  3. Select the checkbox associated with the file.
  4. Click the Delete button on top of the list to confirm.


Manage Labels in the File Manager

The File Manager is accessed by clicking the File Manager tab at the top of the screen.


Apply Label

  1. Select the checkbox associated with the file.
  2. Go to the Apply Label dropdown menu.
  3. Select an existing or create a New label from the Apply Label dropdown menu.
  4. The Label will be applied to the file selected.


Create/Delete a Label

  1. Click on the Manage Labels tab.
  2. Click the New... button.
  3. Enter a name for the label.
  4. Click the OK button.
  5. The newly created label will appear accompanied by the date it was created.
  6. To delete labels, click on the Manage Labels tab.
  7. Select the checkbox associated with the label.
  8. Click the Delete button located on top of the list.


Change File Label

  1. Select the checkbox associated with the file.
  2. Go to the Change Label dropdown menu.
  3. Select an existing or create a New label.


Remove Label from a File

  1. Select the checkbox associated with the file.
  2. Click the Remove Label button to remove the label from the selected file.


Delete Labeled File(s)

  1. Select the checkbox associated with the file.
  2. Click the Delete button.
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