Allows new documents and folders to be added to a proposal by dragging and dropping from local system on left side to proposal tree on right side. Multiple files and folders can be selected by standard Windows conventions. Can also be done using Ctrl–C and Ctrl–V combination, or by right-clicking on folder/file/link in left tree view and selecting Copy from and then selecting folder in right tree view, right-clicking and selecting Copy actions/Paste to. User must have Create permission for the destination proposal folder. When adding files user will be prompted to send document notification (if enabled for this proposal). This will send a document notification broadcast message to desired recipient the next time they send any type of request to VPC. An email can be sent as well. A panel will open giving capability to:
There will be a warning and request to edit if the message size exceeds the limit. (The default limit is 255 characters.) If adding multiple files at same time, only one notification is permitted for all. If a classification is specified, it will show in beginning of email subject and on first line of broadcast message. Emails sent will not be added to Email table. Third Party user ability to send document notifications is configurable.
- select the recipient
- select a classification if one or more has been defined. This is optional unless configured for mandatory selection.
- enter a message
- select the hours till expiration
- additionally send an email (default)
- CC sender (default)
Can also add email attachment(s) directly from any email program that supports drag and drop, such as Outlook, by dragging to target folder in right treeview. Will be prompted to add comment if desired. Can do the same from any program such as Windows Explorer that supports drag and drop.
Can add URL links by selecting target folder and clicking on Add/Edit URL Link button or selecting Add/Edit URL Link from the context menu. User must have create permission in target folder. Users with Delete permission can also edit URLs by selecting URL link and clicking on Add/Edit URL link button, or selecting Add/Edit URL Link from the context menu.
Can drag and drop file(s) and links from any folder in which you have Delete permission to any folder in which you have Create or Delete permission. Related version and review files will be moved automatically. History and existing check-out state will be kept intact. Permissions set at the file and link level that are moved, will transfer along with the file. Otherwise permissions will be inherited from the new location. When the file is moved, you will be prompted to send document notification (if enabled for this proposal). Move can also be done by using Ctrl–X and Ctrl–V combination, or by right-clicking on desired folder/file/link and selecting Copy actions/Move from and then right-clicking on destination folder and selecting Copy actions/Paste to.
Users can add a new folder by selecting a folder in which they have at least Create permission and then selecting Add Folder from the context menu.
Users with Rename Files right can rename files and folders as long as they have Create permission for the file or folder. Right-click to bring up contextual menu and select Rename. A user with Create permission, but not Rename Files right, can still rename a file or folder before anything is done to them. This allows for fixing of mistakes when a new folder or file has been added. A folder can be renamed until a document is added to it, and a file can be renamed up until it has been checked out for the first time.
Users with permission can delete files and links, but not folders. Select file or link and click on Delete button or select Remove File from context menu. Deleted files are initially removed to a special recycle bin on the server, and may be recovered by the system admin, but all history will be lost.
Select folder and click on Folder Activity Report button. User will see information for only the files and folders for which user has at least Read permission. Filename, document status and who set by, last check-out, check-in and undo check-out dates along with user completing latest action.
In either tree view, right-click and select Sort Alpha/Date to toggle tree sorting method. Alpha is the default. Sorting by date will show files sorted by modification date with most recent at top of folder. Also, right click and select Sort by Type to switch to sort tree by file type. When sorting by type, secondary sort will be alpha. Folders are always shown in alpha order. Files in local tree view are displayed with Windows file type icons. For information on more context menu options for server tree view see Tree View.
Can also copy files, links and folders to a local drive in same manner as Copy to Local panel. Must have Read permission or higher in order to copy file, folder or link. See Copy to Local for more information.
If file transfer compression is not turned off by the system admin, non-graphics files larger than 1 MB will be compressed and then decompressed automatically as they transfer to and from the server. You can turn compression off and on for the current session, from the main menu by selecting VPC/Advanced Options.