File actions in Drive

Plans supporting the use of Drive

Performing file actions in Drive

To manage files in Document360 Drive, follow these steps:

1. Navigate to Drive () in the left navigation bar in the knowledge base portal.

2. Click the desired folder in which the required file is available.

3. Click the list view/grid view () icon on the top right of the Drive page.

   • List view: Click the More () icon next to the file name.

     By default, the list style appears. You can view the files along with information such as name, dependencies, updated on, updated by, file size, and tags. It is visible in columns only when the view is in List style. You can adjust the length of each of the columns containing file information.

     

   • Grid View: Hover over the file and click More and select the file action.

     Alternatively, hover over the file(s) and select the checkbox to view the file actions, such as actions Move, Copy, Add tags, Download, and Remove at the top menu.

     

Move

You can move files between folders without changing its link structure. This is similar to performing cut and paste action.

1. Select the required file in your drive.

2. Click Move in the top menu bar.

   The Move files popup panel appears.

3. Select the desired folder by searching the destination folder in the search bar or by navigating to the desired folder manually from the list.

4. Click Move.

   

   NOTE

   The image link does not change when it is moved from one folder to the other folder in Drive. This helps the images linked to the articles stay intact.

   https://cdn.document360.io/project-id/Images/Documentation/image name.image_type

Copy

You can duplicate the file in another destination folder. This is similar to performing copy and paste action.

1. Select the required file in your drive.

2. Click Copy in the top menu bar.

   The Copy files popup panel appears.

3. Select the desired folder by searching the destination folder in the search bar or by navigating to the desired folder manually from the list.

4. Click Copy.

   

Add tags and alt-text

You can add tags and alt-text to your file for easy discoverability and grouping. The article tags and file tags are from the same tag library. Adding tags makes it easier for you to identify or search and retrieve a particular set of files.

1. Select the required file in your drive.

2. Click Add tags, in the top menu bar.

   The File details panel appears.

   

3. Add the tags in the Tags field.

4. Add the alternative text in the Alt text field.

5. Click Update.

You can also add tags to multiple files simultaneously.

1. Selecting the required files from the drive.

2. Click Add tags in the top menu.

   The Add tags panel appears.

   

3. In the Tags field, enter the relevant tags.

   You can either add existing tags or create new tags.

4. Click Add.

View details

To view and manage file details, click the More () icon next to the file name and select View details from the dropdown menu. This will open the File details panel, where you can view a thumbnail of the file and access various actions such as move, copy, replace, download, and delete, which are available through icons located below the thumbnail.

Additionally, you can view important file information, including the file's location, size, type, uploaded date, and the name of the user who uploaded the file. You can also view and edit the tags associated with the file, as well as the alt text for image files.

View file dependencies

File dependency indicates the number of instances a particular file has been added/attached to articles/category pages in the knowledge base.

1. Navigate to the Drive ( ) icon in the Knowledge base portal.  

2. Browse through the folders to locate the intended file.

3. In the Dependencies column, click on the number (e.g., 6) displayed next to the file. This number represents the count of related areas with dependencies.

   • Files with Dependencies: If a file has dependencies, the Dependencies field will show the number of dependencies.

   • Files without Dependencies: If a file has no dependencies, the Dependencies field will be indicated by a '-'.

   Be cautious when handling folders, as they may contain files with dependencies. Always review individual file dependencies before making changes to a folder.

4. Upon clicking the number, the File dependencies panel will appear. This panel provides information about the file's associations in various areas, such as Articles, KB Customization, and Content Reuse.

5. In Articles, expand the listed articles to view details such as the article status, article version, Open site () icon, team account, and date.

6. In KB Customization, the homepage details associated with the file will be displayed.

7. In Content reuse, expand the desired content tool, and you can view the languages and the content reuse (variable, snippet, glossary) name.

Download

You can download single or multiple files from the drive to your local storage.

1. Select the file(s) you want to download.

2. Click the Download button on the top menu bar. The file(s) will be downloaded as a .zip file.

Alternatively, you can download a file from its details page:

1. Open the File details panel.

2. Click the Download () icon. The selected file will be downloaded as a .zip file.

Alternatively, click the More () icon next to the file name and select Download from the dropdown menu. The specific file will be downloaded as a .zip file.

Remove

You can delete single or multiple files from the drive to your local storage.

1. Select the file(s) you want to delete.

2. Click the Remove button on the top menu bar. The file(s) will be moved to the Recycle bin folder.

Alternatively, you can delete a file from its details page:

1. Open the File details panel.

2. Click the Remove () icon. The selected file will be moved to the Recycle bin folder.

Alternatively, click the More () icon next to the file name and select Remove from the dropdown menu. The specific file will be moved to the Recycle bin folder.

NOTE

Once deleted, all corresponding media file reference links will be broken, and the CDN cache will be cleared shortly.

You can choose to retrieve files from the recycle bin in case of accidental deletion.

Replace

You can update a file by replacing it with another file of the same type. This allows you to update your files without changing the file name or URL. This helps in retaining the file path in any locations where the file is used without breaking the links. The file change will be updated in the article within 20 minutes.

1. Click the Drive () icon in the left navigation bar.

2. Navigate to the folder where the file you want to replace is located.

3. Hover over the desired file and click the More () icon.

4. Click Replace.

   Your local file manager will open.

5. Select the new file to replace the existing one and click Open.

   The new file will be updated in the Drive.

   

Method 2

1. Click the Drive () icon in the left navigation bar.

2. Navigate to the folder where the file you want to replace is located.

3. Hover over the desired file and click the More () icon.

4. Click View details.

5. A File details panel will open on the right side of the panel.

6. Click the Replace () icon.

7. On the Replace file popup, click Replace file.

   Your local file manager will open.

8. Select the new file to replace the existing one and click Open.

   The new file will be updated in the Drive.

   

NOTE

When a file is replaced on the Drive, the old file content is overwritten. The old file content cannot be restored in any way possible (unless there is an offline backup of the same file). Unlike the deleted files, the overwritten files are not available in the Recycle bin of the Drive to restore.

Troubleshooting

Resolving file replacement error

Error: You can’t replace files with a different style type.

This error occurs when you try to replace a file with another file of a different type, which is not allowed. For instance, if you are trying to replace a jpg file with a pdf file, you might encounter this error.

Steps to resolve:

1. Verify file types:

   1. Navigate to Drive () in the left navigation bar in the Knowledge base portal.

   2. Click the More () icon to view the file details and click Replace.

   3. Ensure the selected and destination files are of the same type.

2. Clear your browser cache:

   1. After confirming the file types, clear your browser cache and try again.

   2. Use the steps below based on your browser:

      • Google Chrome: Click on Menu () > Settings > Privacy and security > Clear browsing data.

      • Mozilla Firefox: Click on Menu ()  > Settings > Privacy & Security > Clear Data.

      • Microsoft Edge: Click on Menu ()  > Settings > Privacy, search, and services > Choose what to clear.

      • Safari (Mac): Go to Safari > Preferences > Privacy > Manage Website Data > Remove All.

      • Safari (iPhone/iPad): Settings > Safari > Clear History and Website Data.

      • Opera: Menu > Settings > Advanced > Privacy & Security > Clear browsing data.

        NOTE

        It may take some time for the updated settings to take effect.

3. Test in different environments:

   1. Open the file replacement workflow in an incognito panel.

   2. Try the process in different browsers to confirm the issue is resolved.

4. If the issue persists after following these steps, please contact the Document360 support team for further assistance: Contact Document360 Support

   Provide the following details:

   • Screenshots of the error message.

   • Details of the affected files.

   • A HAR file for further analysis.