Manage Files for a Product


This article provides information on how you can manage all the documents or files related to a Product.

Click on the 'Files' button available in the View page of an Product in order to view the list of Files that have been added for the Product as shown in Figure 1.

Figure 1
Figure 1

In the Files page of a 'Product', you can see a set of buttons and the uploaded files as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Filter Click to filter and view selected files
2 Back Click to return to the Product details page
3 Download Click to download all the files that have been uploaded
4 Add File Click to upload a new file
5 Grid View All the available files are displaying in a grid view by default
6 List View Click to view the files in a list view
7 File Title The title of the uploaded file
8 File Action Menu Click to view, edit or delete a file
9 Sort By Click to sort the files alphabetically or by date in an ascending or descending order

Add File for a Product

To add a new file for an Product, click on the '+' button as shown in Figure 3.

Figure 3
Figure 3

Fill in the following details with respect to the files as mentioned in the below table and click on the ‘Submit’ button as shown in Figure 4.

Figure 4
Figure 4
Sl. No. Name Type Description
1 Title Required Enter the title of the file
2 Upload File Required Choose the desired file from your system
3 User(s) Optional Select multiple users from the auto suggestion multi-select box

Now you can view the file in the list page of Files as shown in Figure 5.

Figure 5
Figure 5

Download Files

To download all the Files uploaded for an Product, click on the 'Download' button as shown in Figure 6.

Figure 6
Figure 6

Filter Files

To apply a filter and view selected files, click on the 'Filter' button as shown in Figure 7.

Figure 7
Figure 7

Then, enter or select values in the respective fields available in the 'Filter Documents' window and click on the 'Filter' button as shown in Figure 8. In this screen you can also find a list of fields related to Files. There is a checkbox against each field name. Check the fields which you want to be available in the downloadable spreadsheet.

Figure 8
Figure 8

View a File

To view a file, click on the '3 Dots Menu' and then click on the 'View' link as shown in Figure 9.

Figure 9
Figure 9

Upon doing so, you will be redirected to the view file page where you can view the users' names with whom the file has been shared and you can also download the file by clicking on the 'Download' button as shown in Figure 10.

Figure 10
Figure 10

Click on the 'Back' button to go back to the files page as shown in Figure 11.

Figure 11
Figure 11

Edit a File

To edit a file, click on the '3 Dots Menu' and then click on the 'Edit' link as shown in Figure 12.

Figure 12
Figure 12

In the 'Edit File' page, edit the requisite details and click on the 'Submit' button as shown in Figure 13 to save your edits.

Figure 13
Figure 13

Archive a File

To archive a file, click on the '3 Dots Menu' and then click on the 'Delete' link as shown in Figure 14.

Figure 14
Figure 14

Upon doing so, the 'Archive File' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 15. To archive the file, click on the 'Proceed' button otherwise click on the 'Cancel' button.

Figure 15
Figure 15

List View

Click on the 'List View' button in the Files page as shown in Figure 16.

Figure 16
Figure 16

The List View allows you to view the Files in list view as shown in Figure 17. Each file can be viewed/downloaded, edited and archived in the list view page as well as in the grid view page by using the 3 Dots Menu.

Figure 17
Figure 17

Sort Files

Click on the 'Sort By' button as available in the Files page as shown in Figure 18.

Figure 18
Figure 18

All the sorting options will be visible to you as shown in Figure 20. You can sort the files alphabetically or by ascending or descending order of date.

Figure 19
Figure 19