Work with Files and Folders

To create a new folder, go to the location in the Documents area where you want the folder and tap Add icon. Tap Folder icon, and then enter a folder name and optional description. You can't use symbols such as / \ ? or * in the name. Tap OK when done.

To mark an item as a favorite, select or open it, tap the More menu icon, and tap Add to Favorites. You can also mark an item as a favorite from its properties page by tapping Favorite icon. To see a list of your favorites, tap the drop-down menu next to the header on the Documents page and select Favorites.

Many of the other actions you might want to perform, like copying or moving files and folders, can be done by tapping the More menu icon or by going to the Properties page of the item. Actions you can perform include the following:

Tips

Creating items

  • If you're a member of a shared folder, you may not be able to create a subfolder in the shared folder.

Deleting items

  • If you want to delete a shared folder or a file in a shared folder, you may not be able to do it if your role doesn't allow it. For example, if you have a Downloader role in a folder, you can't delete files.
  • Deleted items are moved to the Trash folder. You can permanently delete or restore the item from there. Items stay in the Trash until one of these events happen:
    • You permanently delete them.
    • Your Trash quota is reached.
    • The Trash is automatically cleared out, according to the interval set by your service administrator, who is the person in charge of managing the service for your organization.
    • You restore the item from the Trash.

    You can see your Trash folder by going to the Documents page and tapping the menu under the heading. Tap Trash to see what’s there.

Copying items

  • If you copy a file to the original location, it's saved with a number after the file name indicating it's a copy. For example, if you already had a file named Status Report.docx, a new copy of it is named Status Report(2).docx.

Locking files

  • When you lock a file, other people will know the file is in use. You can check the properties for the file to see who locked it and when.
  • Other people can unlock the file if they need to use it. If they do, you get an email telling you who unlocked it and when.
  • If someone tries to upload a new version of a file you locked, they can unlock it and upload the new version. You'll be notified by email if that happens.