Efficient file management is crucial for maintaining organized and accessible client portals.
In this guide, you'll learn how to upload files, create and rename folders, move files into folders, delete folders, and change the file view within your Sydnee Client Portals.
Whether you're handling a few documents or managing a large number of files, these step-by-step instructions will help you keep everything in order and easily accessible.
How to Upload Files
Navigate to the files section in any client portal
Click "Upload" or drag and drop files into the window
Click "Upload File"
How to rename an uploaded file?
Click on the desired file, then click on the name of the file to edit the title of an uploaded file.
How Many Files Can I Upload at Once?
You can upload 100 files at a time
How to Create Folders
Navigate to the files section in any client portal
Right click in the files area or click on the "Files" dropdown arrow
Click "New Folder"
Enter the folder name.
Click "Create"
How to Rename Folders
Right-click on the folder you want to rename.
Select "Rename Folder"
Enter the new name.
Click "Rename Folder" to save the new name
How to Move Files into Folders
Select the files by checking the boxes next to them.
Click on "Move"
Select the folder you would like to move the files to
Click on "Move Files"
How to Delete a Folder
Right click on any folder
Select "Delete Folder"
Click "Delete it!"
Please note that deleting a folder will delete all folders and files inside that folder. This process is not reversible.
Change File View
Switch to the gallery view mode by clicking "Gallery" at the top right of the files area
View Meta Data of Photos or Files
To view more information about an uploaded file, click the information icon in the options bar.
