Work Instruction VI: Briefcase Navigation

Summary

Instructions on how to navigate the Briefcase menu.

Body

Briefcase

The ability to manage all project documentation.

Briefcase Management
1. Click Briefcase on the Navigation menu (see Figure 1).

Figure 1 – BriefcaseFigure 1 – Briefcase

2. Click the New button

3. Select Folder Add

4. Folder; create name (see Figure 2).

Figure 2 – New Folder

 

 

 

Figure 2 – New Folder

5. Click Folder to manipulate (see Figure 3).

 

 

 

 

 

 

 

 

Figure 3 – Folder Manipulation

6. Select Folder and drag files to add to Folder (see Figure 4).

Figure 4 – Drag to add files

7. If file exceeds 20 MB then file must be uploaded through the “Add Files” feature (see Figure 5).

 

Figure 5 – Exceeds 20 MB Warning

8. Click Folder and select “Add Files” (see Figure 6).

 

 

 

 

 

 

 

 

Figure 6 – Add File

9. Browse for file and upload (see Figure 7).

 

Figure 7 – Upload File

10. After upload “Add another file” or “Close this window” (see Figure 8).

Figure 8 – File Added Successfully

 

 

 

 

 

Figure 8 – File Added Successfully

11. To remove a document, click on file and select “Delete” (see Figure 9).

Figure 9 – Delete File

 

 

 

 

 

 

 

Figure 9 – Delete File

 

 

 

 

 

 

Details

Details

Article ID: 142415
Created
Thu 3/31/22 12:50 PM
Modified
Thu 3/31/22 3:50 PM