The Files View
Every project room has its own Files view. The files view gives you an overview of the files stored in the project room. Open the files view by clicking the Files icon in the main navigation.
The header of the workspace provides information on which project room you are currently in and what your member status is. The files view is divided into the directory structure and preview areas.
The Directory Structure
The directory structure lists all the folders and files that are in the project room as a table.
The breadcrumb bar above the table shows your current position in the project room. It also allows you to return to the project overview page or to quickly access other levels of the project room.
You can also filter and sort the table. You will find the filter input field, which is above the table. To sort, click in the header of a column.
You can upload a file from the local directory to the project room by clicking the Plus button next to the filter input field (see Adding Folders and Files).
Folders are indicated by a Folder icon in the directory structure. Clicking a Folder icon will open the folder. You can return to a higher-level folder by clicking the corresponding folder in the breadcrumb bar. Folders can only be created, renamed, moved, or deleted by enaio® users in enaio® client, enaio® webclient, enaio® webclient as a desktop application, or enaio® mobile.
The following functions are available for editing the folders and files in the table depending on your project member rights (see User Roles):
The first column in the table contains checkboxes for downloading folders and files in a *.zip container. If you activate one or more checkboxes, the Download file icon is shown in the header of the table. If you activate the checkbox in the column header, all files in the project room, including folder structures, are downloaded to the local file system (see Downloading Files and Folders).
If you click the Download file icon, depending on the settings in your browser, you will be offered the selected file in the original file format for download or for opening with the locally configured application.
Clicking the Replace file icon opens a dialog in which you can upload a file from your local file system to the project area of enaio® coLab using drag and drop or a file selection dialog. The file selected in enaio® coLab will be replaced in the project room and in the enaio® filing system. Download the latest version first if you want to compare and merge the versions.
This function is not shown if the corresponding document in enaio® is a reference document. This function is also a prerequisite for editing Microsoft Office documents with enaio® office-365-dashlet (see enaio® office-365-dashlet).
Clicking the Create task icon will open a dialog in which you can create a task and assign it to a project member. The created task is then shown in the tasks view with a link to the selected file.
Clicking the Create message icon will open a dialog in which you can create a message. The created message is then shown in the project’s overview page with a link to the selected file.
Clicking the Share file icon will open a dialog in which you can create a link that enables external users to access to this file. You can also set the duration of the link’s validity in the dialog. A detailed description of the process can be found on page Sharing Files.
Clicking the Delete file icon will delete the selected file in both the project room in enaio® coLab and in the enaio® filing system.
Clicking the Rename file icon will open a dialog in which you can rename the selected file. It will also be renamed in enaio® coLab and in the enaio® filing system.
You can only rename files in enaio® coLab that are based on the coLab upload document type. The Rename file function is not shown for files that are not based on the coLab upload document type (see also Renaming Files and Folders).
The Preview Area
The preview area shows the content of documents. To view the content of a document in the preview area, you first need to select the matching document in the directory structure. The document content will be shown until a different object is selected in the directory structure.
Various applications can be used in the preview area to show the content:
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Content preview
The content preview is a PDF-basedpreview of the contents of a document selected in the directory structure. The content preview offers search and print functions. It is possible to scroll through multi-page documents in the preview, select text, and copy this to the Windows clipboard. See Content Preview for a detailed description of the content preview.
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enaio® office-365-dashlet
If your coLab system is configured accordingly and you as a project member are also an enaio® user, and you have the editing right for files in Replace file, you can use the optional enaio® office-365-dashlet to display and edit Microsoft Office documents. See enaio® office-365-dashlet for a detailed description of the dashlet.
If the features described above are not available to you, then it may be because you have been assigned a user-defined role that does not contain the corresponding rights. Contact a coLab administrator or the project room owner if you have any questions or if you need these rights.