Manage Doc Library Files and Folders
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.
o 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.