About File Manager

The File Manager allows users to perform common file operations such as creating, opening, renaming, copying, moving and deleting files and folders. 

Locating the File Manager

You can locate the File Manager using one of two options:

1. Navigate to Utilities → File Manager

2. From the Home Page Sidebar, select File Manager.

Folders

Folders are grouped as follows:

• Backups: Stores backup folders.

• Clients: Stores client folders.

• Public: Stores images.

• Users: Stores ACE user folders.

Creating Folders

To create a folder:

1. Right-click on an empty space and select New Folder from the menu.

2. Name the folder.

3. Click Submit to create the folder.

To create a subfolder:

• Highlight the "parent" folder and follow the above steps.

 Documents

Uploading Files

Upload files by dragging and dropping them into the File Manager or by using the Upload button.

 Downloading Files

Download documents by clicking on the desired document.

Move Documents to an Account

1. Right-click on the file.

2. Select Send to Account.

3. Enter the account number in the Account field.

4. Click Submit.

File Status

In the File Manager, new and active files are displayed in black, while viewed files are displayed in grey.