The Files feature provides a way for users to share different types of files amongst themselves without having to use email. This means that rather than sending an important document attached to an email, which then may or may not get lost in your colleagues email inbox, you can upload it to Clinked and it becomes available to all group members all of the time.
This article will explain the files tool and how to use it in Clinked by covering the following:
- How to upload a file
- How to create a folder and sub folder
- File features
- How to filter and view files
Introduction to files
File storage is very important with the day to day running of businesses, Clinked makes file sharing easy to use, with security options for confidentiality purposes. Not only can you upload single files, you can create folders and subfolders to help everything organised.
How to upload a file
To upload a file you need to select the green button that says upload files. If you have the account rights, this green button will be shown in any of the files section for you to select at any time, unless the folder is permissioned otherwise.
If you select the drop down next to the upload files button you will see this dropdown box below, here you will have 2 more options to upload files:
- Attach files from your google drive
- Send files from your email
See below how to carry out each of these uploads:
1. Email upload
If you have received files via email, you can forward the email to your Group, and the file will appear in the Root folder. From there you can move files into your folder of choice.
For security reasons, the following conditions have to be met in order for a user to upload files via email:
- the email address with which a user has signed up with to Clinked.
- connected to a person with permission to upload files to the group.
Each group has a unique email address. You find it by clicking "Files" in the left menu navigation for the relevant group, followed by clicking "Email upload" in the "Upload File(s) menu in the upper right corner (see illustration below).
You will now see an email address (see below) - copy this email address and use it for sending or forwarding email attachments to this particular group.
2. Attach google files
You can connect your Google account with Clinked and make Google files available from within the File section of your particular Group. Navigate to your File section of the relevant Group, then choose "Attach Google files" from the "Upload File(s) menu in the upper right corner (see illustration above).
You may be prompted to connect your Google account to the Group before you can choose which Google files to make visible to your Clinked group. If that is the case, you basically perform the routine above one more time once you have received the confirmation that your Google account and Clinked is connected.
Clicking "Attach Google Files" should display a list of files of your Google Drive, from which you decide what files should be visible for your Group team members.
Please note that any editing permissions for a connected Google document, is managed from your Google Drive account - not from within Clinked.
How to create a folder and subfolder
- Create a new folder from scratch
- Upload a folder from your computer files
1. If you select 'New folder' this box will show, you will then have the options to name the folder and apply permissions.
2. By selecting upload folder, you will be taken to your computer files where you can select the folder you wish to upload.
By coming to this cog button at the top right hand corner of a file, you will be given the options to:
- Delete the file
- Cut the file (to paste it somewhere else)
- Copy the file (to paste it somewhere else)
- Unfollow the file updates
- Lock the file
- Guest share the file
Next to the cog dropdown you will also see the 'download' option available. Here you can download the document to save onto your computer if needed.
If you would like to carry out any of the above as a collective, use the tick box circled in the below image to do so and the options to either download, cut, copy, delete and set permissions will pop up above the folders.
How to filter and view files
You have the option to filter and view differently, see below where to find these options:
- Thumbnail view
- Filter by typing a name
- Arrange in alphabetical order
- Add and remove other filter options as you wish with the 3 dots
Now that you are up to speed with our files tool, why not check out our article on Discussions!