ISG Playbook
APIs
On the left hand side of the screen are three areas a user can access: Files, Mail and Forms
Files
Your file folders are displayed on the left-hand navigation as well as on the main pane. Each Files section is unique to the user with their own folders, files, shared files, team folders, network shares, etc.
Clicking on the arrow to the left of the folder will expand that folder and show you other folders that are under it. In the above screenshot you can see the arrow is pointing down next to /(Home) indicating it has been expanded and you can see Test and Test 2 folders.
Clicking on a folder in the left-hand navigation will display the contents of the selected folder on the screen.
UFM provides the ability for the secure transfer of files from one user to another through a network. The mail functions within UFM are: Inbox, Compose, Request Files, Drafts, Templates, Outbox and Sent Items. By clicking on each of these options the main pane will change it's display appropriately.
Forms
Under Forms you will find Available Forms, Drafts and Submitted.
Header
When on the Files section the header will display the Upload, New Folder, Refresh, Share and Navigate buttons.
- Upload: Allows individual to upload file(s) to the current folder.
- New Folder: Allows individual to create a new folder in the current folder being accessed.
- Refresh: Refreshes the current display pane.
- Share: Allows individual to share the current folder in or the folder selected.
- Navigate: Allows individual to put in a specific directory path to access. Once the path is entered press the enter key on the keyboard and the screen will then display the contents of that directory.
Cog Icon
Next to the files and folders is a Cog Icon that when accessed will give you additional functionality specific to that file/folder.
When clicking on the Cog Icon next to a folder you will have the ability to rename, download, delete, share with and send to for that folder.
When you click the Cog Icon next to a file you will have the ability rename, delete, share with and send to for that file.
Note: Multiple files/folders can be selected at once; however, you must right click on the line which will give you the functionality to delete, send to or download the files/folders.
