Perform most file actions you might be familiar with in your regular file explorers and cloud storages.


Accessing file actions menu in Drive

  1. From the Knowledge base portal, go to Drive
  2. Navigate to the folder in which the file is available


  1. In the list view style, click on the ••• More options button next to the file name to perform the file actions in the Drive
    Select the file, and the file actions are displayed above the frame


  1. 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
    Click on the "More" key and select the file action
File details

You can also perform file action from the "File detail" blade when you click on the file, More -> View details.

File actions in Drive

1. Move

You can move the file inside or out of folders. This is similar to performing cut and paste action.

  • Click Move, and the Move files popup window appears
  • Select the desired folder with the help of the Filter folder option or by navigating to the desired folder manually
  • Click Move


Does the image link change when it is moved from one folder to the other in Drive?
No, the image link does not change with the folder. All the image links will be in the same structure, irrespective of the folders in Document360. name.image_type


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

  • Click Copy, and Copy files popup window appears
  • Select the desired folder with the help of the Filter folder option or by navigating to the desired folder manually
  • Click Copy


3. Add tags

You can add tags to your file for easy discoverability and grouping. The article tags and file tags are from the same tag library.

  • Click Add tags, and the "File details" blade appears

  • Adding tags makes it easier for you to identify or search and retrieve a particular set of files

  • Add the tags in the Tags field and click Update

4. View details, View dependencies, Download, Remove, and Replace


  • 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


  • Download - You can download the file onto your local storage

  • Remove - You can remove or delete the file. The removed files are moved to the Recycle bin folder. You can choose to retrieve files in case of accidental deletion.


  • Replace - You can replace the file with another file of the same type


File info

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 contains all the details mentioned above, along with the 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 file view styles: each with functions and aesthetic appeal.

List style

By default, the list style appears. Additional file information such as Updated on, Updated by, Size, Tags, and 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.


Grid style

The Grid view looks very elaborate; however, all the file information must be 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 more extensive preview thumbnail than the list style.


Also, one significant 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