Files

You can upload any file associated with your project and they will be accessible for your team to view and download.

Use the media section to manage video, audio and image files

Editors＋ Only editors and above can edit files

Folder Structure

There is a default folder structure which is created for your project as shown here:

You can change this folder structure however, you cannot rename or change the Contributor Forms folder, as completed contributor forms are stored here. Learn more about Contributor Forms:

Upload files

Select the folder where you want to upload a file(s) and then click the Upload button.

In the dialog box either drag your files you want to upload, or click to select files from your computer’s file system.

Select the toggle to apply the setting Restrict access to admins and managers to your uploaded files. Files will be displayed with a red icon with a lock if they are restricted (see image above for restricted folders).

Once the files have finished uploading, they will appear in the selected folder.

Adding a New Folder

Select the folder where you want to create a new folder and then click the New Folder button.

In the dialog, enter the name for your new folder.

Select the toggle to apply the setting Restrict access to admins and managers to your new folder.

The new folder will appear within the selected folder.

Sorting and View Options

Click the Sort button to change the sorting of files in folders by Name, Modified, and Size and either Ascending or Descending.

You can view your folders and files either by list (the default) or icon using the relevant button beside the sort options.

Search

Type your query into the search bar and all files/folders that match and are within the current selected folder will be filtered.

If you want to search all files within the project ensure that the top folder with your project name is selected when searching.

Context Menu

When right-clicking on a folder or file a menu will display with the relevant options for the selection.

For example you can rename, cut, copy, delete, change the restrictions on folders and files, and create an eSign Template to send for e-signature.

eSign Templates

Managers＋ Only managers and admin users can use eSign functionality

These templates comprise of one or more documents which can be emailed for e-signature. Templates can be created:

1. From an existing document (PDF or DOCX) or image file using the context menu

2. By clicking eSign Templates and then clicking Create Template

3. By cloning an existing template from the list of eSign Templates (you can also clone from another project to the project you are currently working on)

Template Editor

The template editor allows you to:

1. Change the name of the template - click the text in the top left corner to edit

2. Add a Signature field, and other data collection fields - simply drag and drop them onto the document

3. Add multiple parties to collect signatures and other information

4. Add or remove documents

5. Send the template to each party to complete

Template List

The template list view allow you to manage your templates for the selected project. From the Actions menu for a template:

1. Edit/Send - opens the template editor

2. List submissions - view details of who has received a signing request

3. Clone (to current project) - creates a copy of the template in the current project

4. Delete - deletes the template and submission information (does not delete signed documents which have been saved to your files)

Signed Documents

Once a document is signed, a copy of the document saved into Files in a folder called Signed Documents. This folder is restricted by default.