What is the Secure File Manager?

This plugin allows you to upload files, organize them into folders, and customize your privacy settings to either allow them to be viewed publicly or privately to all or specified users and user groups.



What are some use cases of the Secure File Manager?

The Secure File Manager plugin is great for securely uploading files and internal resources.

Some examples include:

  • Sales accounts

  • Client management files

  • Marketing materials

  • Internal employee resources, etc.


What are the main functions of Secure File Manager and how do they work?

Settings

  • The settings tab on the Control Panel allows you to toggle the privacy of your files. Inside the settings tab, we have permissions that provide you with the ability, as the app owner, to decide if you want your app users to be able to view specific items.

  • Public files and folders indicate that all users can view these items, and also have the ability to share with others.

  • Private files and folders can only be viewed by the users you have given permission to access.

Search Bar and Sorting

  • The search bar will allow users to search for the title of a folder or file they are given access to.

  • The sorting function allows you to select either a list or grid view and gives you the option to sort by file size, file type, or date added.

Note: The search bar will not allow users to search for content within the files, only the title of the item.

Home Button

  • If you are searching and clicking through multiple folders and sub-folders, the home button will return you to the original list that is available for your user to view.

Note: The Secure File Manager is specific to your users' profile and login credentials. This means users will be required to register and log in to be able to access this plugin, if given permission. This is what also provides you with the ability to maintain security and customize accessibility.


How do I upload my files?

Both the App Owner/Admin and end-users have the option to upload files if you have allow them to do so:

Step 1: Click the + button in the bottom right corner of the Control Panel emulator or on the native app.

Step 2: Select the 'Folder' option to start to build a new folder and assign it a name. You can build sub-folders as well by clicking the same option once you are in an existing folder.

Step 3: If you would like to upload a file directly, select 'Upload'. If you are within the Control Panel or using a PWA, you will be able to select files from your desktop. When using a native app, you will have the option to either select files from your mobile device or take a photo using your device's camera.

Note: This plugin does have a 5 gigabyte limit in regards to the storage capacity for all of your files. You can create room for new files by deleting others.


How do I share, download, and manage my files?

Step 1: To the right of the folder or file, click the three dots to open up this dropdown menu.

Step 2: To share a globally public file or share a file that you have uploaded, click 'Share' to open a files permission settings. Here, you will be able to enter the email address of the user you would like to share this with.

Note: Globally shared items are indicated by the icon to the right of the file itself.

Note: If a folder is shared, any files or sub-folders nested within will also be shared.

Step 3: If you would like to download a public or shared file, click "Download." This will open an external web browser to download and save to print or open in a different program.

Step 4: You can also choose to delete or rename the files and folders from this drop-down menu if you are the owner of said items. If you are simply given shared access, the option to delete will not display.


Related Articles

In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to use the system to its fullest advantage:


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