ISG Playbook
APIs
Left Sidebar
The left sidebar has three areas a user can access: Files, Mail and Forms
Files
Your File folders are displayed on the left sidebar navigation as well as on the main pane. Each Files section is unique to the user, it contains their own Folders, Files, Shared Files, Team Folders and Network Shares.
Select the arrow to the left of the folder will expand that folder and show you any nested folders. In the above screenshot you can see the (/Home) Folder arrow is pointing down indicating it has been expanded. There are 2 nested folders: Test and Test 2.
Selecting 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. Selecting each of these options will display the appropriate content on the page.
Forms
Under Forms you will find available forms, any drafts you have created and any forms you have submitted.
Header
When you select a folder from the left side bar an additional Files navigation will display with the following actions: Upload, create New Folder, Refresh, Share and Navigate.
- 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.
Settings Icon
Next to the files and folders is a Settings icon. When selected it will give you additional functionality specific to that file/folder.
To access the actions for a Folder select the Settings Icon. A dropdown will display with the following actions: Rename, Download, Delete, Share With... and Send To...
When you click the Settings Icon next to a File a dropdown will display with the following actions: Rename, Delete, Share With... and Send To...
Note: Multiple files/folders can be selected at once. To access the functionality right click on the line and a dropdown with the following actions will display: Delete, Send To and Download.
Display Pane
The display pane will change depending on the section you are in.
Within Files, the display pane will show you the folders/files, the date a file or folder was modified and the file size.
For Mail and Forms see the Mail and Forms sections to see the examples of the display pane.
Bottom Pane
The bottom pane will display once the check box next to a file/folder is selected. The bottom pane will tell you how many row/s are selected and give uses the ability to delete files/folders, send and download.
Search
In the top right corner there is a search bar where you can search for specific folders and files.
