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Organizing the File Manager

Article: 000050651
Updated: July 11, 2024

Learn how to create and delete folders, move, rename, download, and favorite files, as well as how to work with Zip files to keep your File Manager organized.

 
 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

 

Creating and Deleting Folders

Creating Folders

Folders can be used in many ways. For example, you can group similar files by theme, intended use, or source. Folders will be located under the Uploads section of the File Manager panel.

To create folders in the File Manager, do the following:

  1. Click new-circle.png  New File Manager Item in the top toolbar.

    Creating_Folders_1.png
     
  2. Click Create Folder.

    Creating_Folders_2.png
     
  3. Enter a name for the folder.
  4. Click OK
     
Creating_Folders_3-4.png


Deleting Folders

Folders can be deleted when they are no longer needed.

Important: Folders must be empty before they can be deleted. 

To delete folders, do the following:

  1. Click  new-circle.png  New File Manager Item in the top toolbar.

    Deleting_Folders_1.png
     
  2. Navigate to the desired folder(s).
  3. Click Actions > Delete Files.

    Deleting_Folders_2.png
     
  4. Click YES.

    Deleting_Folders_2.png


Moving Files

Files and folders can be moved between and into other folders.

To move files or folders, do the following:

  1. Click  new-circle.png  New File Manager Item in the top toolbar. 

    Moving_Files_1.png
     
  2. Navigate to the desired file or folder and click on it.
  3. From the top toolbar, click Actions > Copy.

    Moving_Files_2.png
     
  4. Repeat as necessary.  
  5. Click the desired folder and right click to Paste

    Moving_Files_6-7.png

 

Renaming Files

You can rename files at any time.

To rename files, do the following:

  1. Click  new-circle.png  New File Manager Item in the top toolbar.

    Renaming_Files_1.png
     
  2. Click the desired file.
  3. From the top toolbar, click Actions > Rename.

    Renaming_Files_3.png
  4. Rename the folder or file.
  5. Click OK.

    Renaming_Files_3.png


Downloading Files

You can download files that have been uploaded to the File Manager. This may be handy in certain cases, such as downloading an image you edited through the File Manager.

To download files, do the following:

  1. Click  new-circle.png  New File Manager Item in the top toolbar.

    Downloading_Files_1.png
     
  2. Navigate to the desired file or folder and double click to open it. If it was a folder, you will have to click on the desired file(s) you would like to download. Files will open in a new tab. Repeat as necessary.

    Downloading_Files_2.png
     
  3. Right click with your mouse > Save Image As.

    Downloading_Files_4.png

When you select one file, that file will download in the file format it is saved as in the File Manager. These files will save on your computer. 



Zipping Files

You can create a compressed .ZIP file that contains selected materials from your available folders and files.

To compress files and folders, do the following:

  1. Click  new-circle.png  New File Manager Item in the top toolbar.

    Zipping_Files_1.png
     
  2. Navigate to the desired file or folder and right click > select Zip Files. Repeat as necessary.

    Zipping_Files_2.png
     
  3. On the Zip File, right click and select Rename

    Zipping_Files_4.png
     
  4. Enter a folder name.
  5. Select OK.

    Zipping_Files_5-6.png

These .ZIP files will appear in the parent folder that contains the folders or files that were zipped.

 


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