You can perform almost all the file actions you have used and are familiar with in your regular file explorers.
Accessing files in Drive
- From the knowledge base portal, go to Drive
- Navigate to the folder in which the file is available
- In the list view style, click on the ••• More options button next to the file name to perform the file actions in the drive
- In grid view style, hover the mouse pointer over the file and select the checkbox on the top right. The available file actions are visible at the top
File actions in Drive
Move - You can move the file amongst or out of folders. This is similar to performing cut and paste action.
You can also use the left navigation panel to move your files amongst folders and subfolders.
Click and hold on the file, drag it, and place it in the new location.
To drop a file inside a folder, you can click on the file, drag it, drop it right on the folder.
Copy - You can duplicate the file in another destination folder. This is similar to performing copy and paste action.
- Click Copy and Copy Files blade window appears
- Select the desired folder with the help of the Filter folder option or by navigating to the desired folder manually
- Click Copy
Add to starred - You can add your frequently used files to Starred. Star icon appears near the files that are added to Starred
The file will be present in both starred folder and the current folder in the drive.
- If you use some files more often and don’t want to go searching for them each time, you can add them to the starred folder. This folder would be easily accessible at the top of the left folder navigation bar.
- For more information about starred, see Starred folder and files
Add tags - You can add file tags.
- Adding tags makes it easier for you to identify or search and retrieve a particular set of files
- Click Add tags and File details blade window appears
- Add the tag(s) in the Tags field and click Update
- For information about tags, see Tag manager overview
View details - You can view all the file details. In the File details blade window, you can replace files, view dependencies, add tags, etc.
View dependencies - You can view the information about individual file dependencies. This feature comes in quite handy when deciding on file deletions. For more information about view dependencies, see File dependency viewer
Download - You can download the file onto your local storage
Remove - You can remove or delete the file. The removed files are thrown in the recycle bin folder. You can choose to retrieve files in case of accidental deletion. For information about recycle bin, see Recycle bin
Replace - You can replace the file with an another file of same type. For more information on replacing the file, see File replace
Upload - You can upload/add files from the local storage
You can either perform these actions on an individual file or as a bulk operation on a greater number of files.
Once the files are uploaded you can view the files along with information such as name, updated on, updated by, file size, and tag. It is visible in columns only when the view is in List style.
You can also view more sorted and detailed file info by clicking on the file. A File details blade window appears containing all the above-mentioned details along with file URL, Meta Title, and Alt text (if it’s an image file). For image files, you can view a small thumbnail preview. You can also replace the file, add tags, and view dependencies in this window.
File view style
You can select from two different file view styles: each with its own set of functions and aesthetic appeal.
By default, the list style appears. Additional file information such as Updated on, Updated by, Size, Tags, View dependencies are available in this style. You can view the additional file information adjacent to the files with a tiny thumbnail. You can adjust the length of each of the columns containing file information.
The Grid view looks very elaborate; however, all the file information is not visible along with the file.
You need to click on the file to view it. But on the upside, if you have image files, you get a bigger preview thumbnail than the list style.
Also, one major difference is the file actions; you can only access it when you select the file. The file actions such as actions move, copy, remove, download, and add to starred are available at the top of the frame.
Changing file view style
You can change the file view style as per your requirement.
- Click on the list view/grid view icon next to the search icon on the top right
- The file view style is changed