{"id":31924,"date":"2015-03-09T07:26:35","date_gmt":"2015-03-09T15:26:35","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/2019-1-2\/folder-management\/"},"modified":"2021-11-09T10:29:32","modified_gmt":"2021-11-09T17:29:32","slug":"folder-management","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/folder-management\/","title":{"rendered":"Folder Management"},"content":{"rendered":"<h2><a id=\"post-31924-_30j0zll\"><\/a>Overview and Purpose<\/h2>\n<p>Folder Management allows users to explore files related to Transact operation or batch class design. You\u2019ll be granted permission to access the SharedFolders root or a batch class directory depending on your permissions. It has the following listed features:<\/p>\n<ul>\n<li>Administrators can natively moderate Transact\u2019s folder structure without RDP or SSH.<\/li>\n<li>Administrators can download the final output of batch instances or other files for review. Files can be added, modified, or deleted for Search classification, testing, and script functions related to a batch class.<\/li>\n<\/ul>\n<p><strong>Note:<\/strong> As of 2020.1.06, users will not be able to view backup XML files.<\/p>\n<h2><a id=\"post-31924-_p5yld7dcys5y\"><\/a>Folder Selection Widget<\/h2>\n<p>This drop-down shows all the folders available for selection. By default, the first element from the drop-down is selected.<\/p>\n<p><img decoding=\"async\" width=\"2048\" height=\"607\" class=\"wp-image-49860\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-67.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-67.png 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-67-300x89.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-67-1024x304.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-67-768x228.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-67-1536x455.png 1536w\" sizes=\"(max-width: 2048px) 100vw, 2048px\" \/><\/p>\n<p><em>Figure 1. The SharedFolders Drop-Down Menu<\/em><\/p>\n<p>The options appearing in the list of available folders depend on the role assigned to the user who has logged in:<\/p>\n<ul>\n<li>Super Administrators: The SharedFolders option appears in the drop-down list. Additionally, all batch class folders present in the shared folders will appear in the dropdown.<\/li>\n<li>Administrators: Only the Batch class folders (from the shared folder) appear in the list that the user has permission to access.<\/li>\n<\/ul>\n<h2><a id=\"post-31924-_mwhdtv256ngy\"><\/a>Folder Management Tree<\/h2>\n<p>The following tree displays all directories of the folder selected from the dropdown. Users can click on the node to expand and select a subfolder as well.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49861\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-68.png\" width=\"302\" height=\"601\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-68.png 682w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-68-151x300.png 151w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-68-514x1024.png 514w\" sizes=\"(max-width: 302px) 100vw, 302px\" \/><\/p>\n<p><em>Figure 2. The Folder Management Tree<\/em><\/p>\n<h2><a id=\"post-31924-_fr2tvj5du0y\"><\/a>Folder Management Grid<\/h2>\n<p>The Folder Management Grid shows the contents (both files and directories) of the element selected from the drop-down list.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49862\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-69.png\" width=\"1206\" height=\"513\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-69.png 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-69-300x128.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-69-1024x436.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-69-768x327.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-69-1536x654.png 1536w\" sizes=\"(max-width: 1206px) 100vw, 1206px\" \/><\/p>\n<p><em>Figure 3. The Folder Management Grid<\/em><\/p>\n<h3><a id=\"post-31924-_vahce25pv8z5\"><\/a>Sorting and Filtering<\/h3>\n<p>There is a provision for sorting and filtering columns in the grid which helps users to view only specified content.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49863\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-70.png\" width=\"1214\" height=\"221\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-70.png 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-70-300x55.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-70-1024x187.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-70-768x140.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-70-1536x280.png 1536w\" sizes=\"(max-width: 1214px) 100vw, 1214px\" \/><\/p>\n<p><em>Figure 4. Folder Filtering Drop-Down Menu Options<\/em><\/p>\n<h3><a id=\"post-31924-_8xfdniw3qurh\"><\/a>Go down the hierarchy<\/h3>\n<p>Users can go down the hierarchy three ways:<\/p>\n<ol>\n<li>Click the folder in the tree.<\/li>\n<li>Use <strong>CTRL+K<\/strong> on the row in the grid.<\/li>\n<li>Double-click on the row.<\/li>\n<\/ol>\n<h3><a id=\"post-31924-_od93c5b7zumj\"><\/a>Right-click file\/folder<\/h3>\n<p>Right-clicking on a file or folder in the grid provides the following options:<\/p>\n<ul>\n<li><strong>Cut:<\/strong> Copies the selected file or folder and deletes the original.<\/li>\n<li><strong>Copy:<\/strong> Copies the selected file or folder.<\/li>\n<li><strong>Delete:<\/strong> Deletes the selected file or folder.<\/li>\n<li><strong>Download<\/strong> (Option only for files): Opens the browser dialog box to open\/save the file.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"wp-image-49864\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-71.png\" width=\"1280\" height=\"215\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-71.png 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-71-300x50.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-71-1024x172.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-71-768x129.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-71-1536x257.png 1536w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/><\/p>\n<p><em>Figure 5. Right-Click Menu Options<\/em><\/p>\n<p><strong>Note:<\/strong> Each of the above right-click options are provided for individual files (on which the right-click has been performed) and not on the selected folder or files.<\/p>\n<h3><a id=\"post-31924-_nbibnd4c2z6s\"><\/a>Rename Functionality<\/h3>\n<p>The <strong>Name<\/strong> column is editable. You can rename any column by directly clicking on the name of the folder.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49865\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-72.png\" width=\"1221\" height=\"396\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-72.png 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-72-300x98.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-72-1024x333.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-72-768x250.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-72-1536x500.png 1536w\" sizes=\"(max-width: 1221px) 100vw, 1221px\" \/><\/p>\n<p><em>Figure 6. Rename Folder Functionality<\/em><\/p>\n<h2><a id=\"post-31924-_aecnqo5e4d66\"><\/a>Options Panel<\/h2>\n<p>Seven options are available in the options panel:<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49866\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-73.png\" width=\"1221\" height=\"454\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-73.png 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-73-300x112.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-73-1024x381.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-73-768x286.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-73-1536x572.png 1536w\" sizes=\"(max-width: 1221px) 100vw, 1221px\" \/><\/p>\n<p><em>Figure 7. The Options Panel<\/em><\/p>\n<ol>\n<li><strong>New Folder:<\/strong> Creates a new folder under the currently selected folder. Each time a new folder is created, it is automatically assigned the name \u201cNew Folder\u201d with an index appended at the end. On creating a new folder it comes in an editable mode in case you want to rename it.<\/li>\n<li><strong>Up:<\/strong> Allows a user to go one level up in the folder structure.<\/li>\n<li><strong>Refresh:<\/strong> Refreshes the content of the folder currently selected in the folder tree.<\/li>\n<li><strong>Cut:<\/strong> Copies the files selected via checkboxes and deletes the originals.<\/li>\n<li><strong>Copy:<\/strong> Copies the files selected via checkboxes.<\/li>\n<li><strong>Paste:<\/strong> Pastes the files that are copied\/cut.<\/li>\n<li><strong>Delete:<\/strong> Deletes the files selected via checkboxes.<\/li>\n<\/ol>\n<h2><a id=\"post-31924-_c4910l9zks2b\"><\/a>Upload Files<\/h2>\n<p>You can upload files by either dragging and dropping them or by selecting them via the <strong>Browse<\/strong> option. Files are uploaded to the currently selected folder. After selecting the files, upload progress along with the file name displays in a grid with a screen mask.<\/p>\n<p><img decoding=\"async\" class=\"wp-image-49867\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-74.png\" width=\"1262\" height=\"709\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-74.png 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-74-300x169.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-74-1024x576.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-74-768x432.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2015\/03\/word-image-74-1536x863.png 1536w\" sizes=\"(max-width: 1262px) 100vw, 1262px\" \/><\/p>\n<p><em>Figure 8. The File Upload Screen<\/em><\/p>\n<p>After the files are uploaded successfully, the bottom panel is again changed to the drag and drop view.<\/p>\n<p><strong>Note:<\/strong> Starting with 2020.1.02, Ephesoft introduced new security measures for uploading files from Folder Management. By default, uploading files from Folder Management is disabled. Refer to <a href=\"https:\/\/ephesoft.com\/docs\/kb00020735-cannot-upload-or-rename-files-in-folder-management\/\">KB00020735<\/a> for steps to enable this action.<\/p>\n","protected":false},"featured_media":0,"parent":41555,"menu_order":6,"comment_status":"closed","ping_status":"open","template":"","doc_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.0 (Yoast SEO v22.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Folder Management | Ephesoft Docs<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Folder Management\" \/>\n<meta property=\"og:description\" content=\"Overview and Purpose Folder Management allows users to explore files related to Transact operation or batch class design. 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