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Working with files and folders

This page coverswalks you through the everyday actionstasks you will use in E-Folder;Folder. uploading,Most sharing,actions and managing files and folders. Unless stated otherwise, everything here applieswork the same way across the Public, Division, and Private folders.folders, any differences are noted where they apply.

Opening a folder

    From the E-Folder home screen,Folder, double-click any of the four folder cardscard you want to openopen. it. Once inside, you will see a list of all the files and subfolders it contains. You can useUse the search bar at the top to find something by name, or click Filter to narrow down the list.

    📷 Screenshot placeholder — folder open, file list view

    AddingThe filesfile andactions foldersmenu

    YouMost canactions addon contenta fromfile anywhereare inaccessed E-Folder usingthrough the ··· menu. To open it, click the ··· icon that appears on the right. 

    📷 Screenshot placeholder — ··· menu open on a fil

    Creating a new folder

      Click + New button at the top right. Click itright and chooseselect whatNew you want to create or upload: A new subfolderFolder. Upload files from your device Upload an entire folder from your device Create a new Word, Excel, or PowerPoint document directly in E-Folder — no upload needed

      If you clickclicked + New from the home screen, a windowyou will openbe asking youasked to choose which folder theto newcreate contentit should go into.in. If you are already inside a folder, it will be addedcreated therethere. directly.

      Enter

      Alternatively,a clickname for the ···folder onand confirm.

      Uploading files or a folder

      card
      fromClick + New at the hometop screenright and select New Folder, Upload Files, or Upload Folder. If prompted, choose the destination folder. Browse your device, select the files or folder you want to addupload, contentand directlyconfirm. into that folder.

      📷 Screenshot placeholder — + New dropdown menu

      💡 Note:Tip: InYou can also click ··· on any folder card from the home screen and select SharedUpload with MeFiles folder,or youUpload canFolder onlyto add filescontent ifdirectly the owner has given you Write permission, in which case the option will appear when you are insideinto that sharedfolder folder.without opening it first.

      FileCreating actionsa document

      ToYou actcan oncreate a file,Word, clickExcel, or PowerPoint document directly in E-Folder without uploading anything from your device.

        Navigate into the folder where you want the document to be. Click + New and select Word doc, Excel doc, or Ppt doc. The document will open in the system ready for you to edit.

        Moving a file

          Click ··· menunext to the file and select Move. A panel will open showing your folder structure — navigate to the destination folder. Confirm the move. The file will be removed from its current location and placed in the new one.

          Downloading a file

            Click ··· next to it. The options that appear depend on the folder you are in and the permissions you have.

            📷 Screenshot placeholder — file actions menu (··· menu open)

            Edit opens the file soand you can make changes directly in the system.select Download.

            savesThe afile copywill be saved to your device.

            Exporting a file to PDF

              Click ··· next to the file and select Export to PDF. convertsA PDF version of the file towill PDFbe format — useful when you needsaved to shareyour device.

              Sharing a finalisedfile

              version.
                Click Move··· letsnext you relocateto the file to a different folder within E-Folder. Shared Users shows everyone the file has already been shared with and what permission they have.

                To share a file, select Share.

                Choose how you want to share it from the menu.options Sharingthat isappear. covered in

                For full details on sharing options and permissions, see the Sharing Files and Folders page.

                💡 Note: In Shared with Me, the actions available depend on your permission. With Read permission you can only download the file. With Write permission you can also edit, export to PDF, and share it.

                Deleting a file

                  Click ··· next to the file and select Delete. YouA confirmation prompt will beappear asked— click Delete to confirmproceed. before anything
                  isremoved. Warning: Deletion is permanentpermanent. — thereThere is no recycle bin,bin in E-Folder, so once a file is deleted it cannot be recovered. Make sure you no longer need it before proceeding.

                  Working in Shared with Me

                  You can not upload or create files within the Shared with Me folder. Only files and folders shared with you appear in this folder. What you can do depends on the permission the owner gave you:

                  Read permission — you can only open the file.

                  Write permission — you can edit, export to PDF, and share the file.
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