Manage Files

In a file's menu, you can find all of the options to manage its settings. After you've organized your items, you can manage other features offered in the Content Collection, such as properties, tracking, versioning, and comments. You can also look at a 360° view of the file to see everything about it at a glance. These tools are helpful if you're sharing content with others or need to track edits on a file.

Edit file settings

After you create a file, you can change its settings on the Edit Settings page. For example, if you chose to lock a file when you created it, you can remove the lock on this page. The Edit Settings page is also the place to look for detailed information about the file, such as who created it and when it was created and last edited.

1. In the Content Collection, go to the folder that contains the file.
2. In the file's menu, select Edit Settings.
3. Choose the options as appropriate.
4. Select Submit.

Available options

Manage comments

Comments are useful for storing opinions or instructions regarding the contents of a file.

To read a file's comments in the Content Collection, go to the folder that contains the item and select Comments in the file's menu. On this page you can:

• Create a comment. Select Create Comment, type your comment, and select Submit.
• Delete a comment. Select the comment's checkbox and select Delete.
• Sort comments. Select a column's title to sort comments based on that column.

Overwrite a file

If you want to replace an existing file in the Content Collection, you can overwrite it on the Overwrite File page. Overwriting a file doesn't change the name of the file. You must have read, write, and remove permissions for a file to overwrite it.

You can't overwrite a file with a different file type. For example, a DOC file should not be overwritten with a JPG file.

1. In the Content Collection, go to the folder that contains the file you want to overwrite.
2. In the file's menu, select Overwrite File.
3. Select Browse to locate and select the new file.
4. Select Submit.

After you upload a new file, refresh the page to clear the browser cache and show the new file name.

Overwriting files and versioning

If versioning is enabled on a file that is overwritten, a new version is created and the old version is stored in version history. If versioning is disabled, no history of past versions will be stored after the file is overwritten.

Manage file tracking

About the Tracking Log

Each row in the Tracking Log describes an interaction with the file and includes the following information:

• The name of the user who accessed the file.
• The action that took place with the file.
• The version of the file accessed, if versioning is turned on.
• The date the file was accessed.
• The IP address of the computer used to access the file.

If a user interacts with a file the same way multiple times, the tracking log will only record the first operation. For example, if a user opens and reads the same document multiple times, only the first operation will be recorded. If the user clears the browser cookies and reads the file again, a second operation appears in the tracking log.

About the 'Read' event

View file tracking

1. In the Content Collection, go to the folder that contains the file.
2. In the file's menu, select 360° view.
3. View the Tracking Data under the File Activity section.

To delete the Tracking Log, select Delete Tracking Log. This will remove all of the actions listed on the page. New actions will still be tracked.

WebDAV clients

Some WebDAV clients may perform multiple operations when used with the Content Collection. For example, when a file is read, a read operation may appear twice in the tracking log, even though the user has only read the file once.

Manage file versions

Versioning keeps track of each time a file is edited or changed. On the Manage Versions page, you can view each version of the file since versioning was turned on. To access a file's versions, go to the folder that contains the file. Select Versions from the file's menu, or select the number that appears in the Versions column next to the file.

The Manage Versions page lists the following information about each version:

• The version number as a hyperlink. When you select a file version to view, the item opens in the web browser. You can't make changes or save new versions from this view.
• The date and time the version was created.
• The person who created the version.
• The size of the file.

Additional options

• Lock the File: To lock a file, select Lock in the file's menu. This option is useful for preserving edits to a file at a certain point in time. When a file is locked, a new version is created and the options Unlock and Rollback appear in the new version's menu.
• Rollback: This option appears in the file's menu if you have the file locked. This will remove the copy you were editing without saving changes and revert back to the previous version.
• Delete Versions: Select a version and select Delete.

After a file is opened, it's automatically locked to other users.

Lock a version

To create another version of your content, select Lock from the file's menu on the Manage Versions page. Select the link of the newest version to open the file and make edits and save changes. If you're collaborating on a file, be sure to unlock it to allow others to access it.