Settings/Files Page
Settings/Files Page
This page allows you to add, edit, or delete files that you can include in a delivery. The file list in the main part of the page populates according the criteria you enter in the Search panel on the left.
Understanding the Search Panel
- File Name (of delivery)
- The file to be delivered.
- Category (of file)
- A way to subdivide your files by general content or purpose. Examples: Safety, Company Announcement, Payroll.
- GO (button on Search panel)
- After you enter your search criteria on the search panel, click GO to perform the search.
Understanding the File List
- Description (of file)
- Optional text to add information about the file to be included with one or more deliveries.
- Category (of file)
- A way to subdivide your files by general content or purpose. Examples: Safety, Company Announcement, Payroll.
- Actions (for a list of items)
- In a list of items, a column containing clickable icons for taking actions on the item in that row. Typical actions include deleting and editing.
- Add File
- Click to add a new file to the files list. To include this file in a delivery, go to the Deliveries page and add or edit a delivery.
How Do I . . . ?
- Add a file?
- Click Add File.
- Delete a file?
- Find the file in the list, then for that row click the red X icon in the Actions column.
- Edit the file description?
- Find the file in the list, then for that row click the pencil icon in the Actions column.