Skip to main content

OrgChart Now Help Guide

File Manager

Overview

The File Manager allows Administrators to organize Chart Documents, data files, backgrounds, and photos in various directories.

Optionally, Administrators can create new directories, and grant access to other users based on their Access Group.

Read/Write users can also access the File Manager, and, permitting their Access Group, have access to a Private Folder or other existing directory where they can store content.

Accessing the File Manager

The File Manager can be accessed wherever you are prompted to browse for files, or open an existing file. The followings steps provide instructions for accessing the File Manager in Workbench.

  1. Click on the 5_2_Mode_Small.png icon in the top right corner, and then click on the Workbench option.

  2. Click on the New Blank. A blank Chart Document is displayed in Workbench.

  3. Click on the Document Menu, and then select the File Manager option from the dropdown menu.

    Select_File_Manager_5_3.png
  4. The File Manager is displayed.

    File_Manager_WB_5_3.png
Navigating the File Manager
Folders

The following options are available when in the Folders section of the File Manager:

File_Manager_WB_5_3_Folders.png
File_Manager_Add_New_Folder.png

Click to add a new folder.

Reload Directory

Right-click on any folder to reload its contents.

Rename

Right-click on a user created folder to rename it. System created folders cannot be renamed.

Delete

Right-click on a user created folder to delete it. System created folders cannot be deleted.

Files

The following options are available when right-clicking on a file in the Files section of the File Manager:

File_Manager_WB_5_3_Files.png

Note

Some options are specific to file type.

Open Chart

Right-click on a Chart Document to open it in Workbench.

Open Background

Right-click on a Background to open it in the Background Editor.

Rename

Right-click on a file to rename it.

Duplicate

Right-click on a file to make a copy of it.

Download

Right-click on a file to download it.

Preview

Right-click on a Photo file to preview it.

Note

You can preview other file types to see the file extension or file size.

Delete

Right-click on a file to move it to the Trash. If you delete a file in from the Trash, it will be deleted permanently.

5_2_UploadData_FileManager.png

Upload a file to the currently open folder.

5_2_DownloadData_FileManager.png

Download the currently selected file.

Additional Options

When launching the File Manager in different areas of the application, OrgChart Now shows you contextually relevant files by default. You can use the file type dropdown menu to see your other files.

In the screenshot below, notice that the File Manager was launched in a context of opening a chart document. For this reason, the File Manager hides other file types.

File_Manager_5_3_File_Type_Masking_Warning.png

You can use the file type dropdown menu to show other file types.

File_Manager_Remove_File_Type_Masking.png