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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:
Navigate to Utilities → File Manager
From the Home Page Sidebar, select File Manager.
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GIF Demonstrates Navigating the File Manager
Folders
Folders are grouped as follows:
Backups: Stores backup folders.
Clients: Stores client folders.
Public: Stores images.
Users: Stores ACE user folders.
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Image Displays Folder Structure
Creating Folders
To create a folder:
Right-click on an empty space and select New Folder from the menu.
Name the folder.
Click Submit to create the folder.
To create a subfolder:
Highlight the "parent" folder and follow the above steps.
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GIF Demonstrates Creating a Folder
Documents
Uploading Files
Upload files by dragging and dropping them into the File Manager or by using the Upload button.
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GIF Demonstrates Loading Files
Downloading Files
Download documents by clicking on the desired document.
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GIF Demonstrates Downloading Files
Move Documents to an Account
Right-click on the file.
Select Send to Account.
Enter the account number in the Account field.
Click Submit.
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Image Displays Moving Documents To an Account
File Status
In the File Manager, new and active files are displayed in black, while viewed files are displayed in grey.
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Image Displays Active/Viewed Files