As an analyst, you can perform the following actions in the Doc Library:
To create a new Doc Library folder, click Create Folder. For more information, see Create a Doc Library Folder.
To upload a file or document to the Doc Library, click Upload Files.
The Doc Library listing has the following columns:
View the location of the file and folder in the Location section. Home signifies that the file or folder is located in the root directory.
Check Uploaded by to view the user who uploaded the file or folder. A indicates Analyst and M indicates Member.
Click Download/Preview to view the users who have downloaded or previewed the file or folder.
Click the vertical ellipsis of files and folders to view the following options:
To view all the alerts associated with a file, click Associated Alerts.
To make changes to a file or folder, click Edit.
To preview file attachments, click Preview. This option is browser dependent and the preview window may not load if your browser does not support the file type. In that case, the file will be downloaded. The supported preview formats for most browsers are .pdf, .txt, .jpg, . jpeg, .png, .mp4, .json, and .xml.
To share files or folders directly with other analysts, click Copy URL for Analysts. To share files or folders with members, click Copy URL for Members. The receiver can directly locate the file or folder in the Doc Library using the shared link.
To move a file or folder, click Move and then select the file path to where you want to move the file or folder.
To change the status of empty Doc Library folders and make them inactive, click Mark Inactive.
To download a file to your local device, click Download.
To remove a file or folder from the Doc Library, click Delete. Based on the permissions defined for your role, you can delete files and folders uploaded by both members and analysts. Members are notified by email when you delete content added by them. You can delete up to 10 files and folders simultaneously.
Note
You can delete folders only if they are empty.
This enhancement is available in Collaborate v3.8.6 onwards.
When advisory providers publish alerts, attachments from those alerts are automatically stored in the Network Advisories folder. Subfolders are automatically created for each information source, ensuring that attachments are neatly organized within these child folders for easy access.
Note
It is recommended to avoid uploading files or manually creating subfolders within the Network Advisories folder to maintain its structure.
Recipient Group Access
Assign recipient groups to an advisory provider in Advisory Management to give them access to the corresponding subfolder in the Network Advisories folder. If you remove a recipient group from an advisory provider, the recipient group loses access to any newly uploaded files but can still access previously uploaded content until it is removed. For more information on adding recipient groups to advisory providers, see Manage Network Advisories.
Note
It is recommended not to add recipient groups directly to the Network Advisories folder or its subfolders to ensure proper folder access. Instead, you can manage recipient group access at any time through Advisory Management.