Files tab

On this tab, you can view and manage files related to a particular client.

By default, the folder tree on this tab reflects the structure of system client folders. As a more advanced approach to storing files, you can create and then manage custom folders, taking into account the following considerations:

• A folder tree can be of any nesting depth.

• Predefined folders cannot be deleted on this tab.

• You can view only those predefined system folders to which you were granted access.

If a system folder is created with the same name as that of a custom folder of some client, a _Custom postfix is added to the custom folder name, and the system folder is created at the same nesting level.

Use the following buttons to perform a specific action:

Download all

Choose a method to export a ZIP archive containing files related to a particular client (you can send the archive to your email address or download it to your computer).

To export all files, click Download All.

To export specific files, press Command (on macOS) or Ctrl (on Windows), select the required files with the mouse cursor, and then click Download All.

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Add file

Upload client files from your computer or a cloud to the Back Office.

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Add multiple files

Upload multiple client files at once.

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Add directory

Create a new folder.

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Edit

Rename files or move them to other folders. The files can only be moved between folders related to a specific client.

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Delete

Delete selected files or folders.

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Cancel

Discard unsaved changes.

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Save

Apply the changes.

See also

How to upload a file