HomeClient OnboardingSales RepSelecting a File, Folder, or Subfolder

1.16. Selecting a File, Folder, or Subfolder

The selection process is slightly different depending on whether you are selecting an individual file or a folder/subfolder.

Proceed to one of the following sections below for more information:

Selecting an Individual File

You select individual files by navigating to the file's location, and clicking it in the content viewer on the right side of the Browse dialog box.

  1. Using the navigation tree on the left side of the Browse dialog box, locate and click the folder or subfolder that contains the file you want to select.
    The contents of the folder are displayed in the content viewer.
     
  2. In the content viewer on the right side of the dialog box, click the check box, to the left of the file name, that corresponds to the desired file.
    The check box is marked, and the file is highlighted, showing you that it is selected.

    Note: If a file is grayed-out, and no check box is available, you do not have permission to manipulate the file.


    Note: You can also right-click a file to both select it and access the menu of available options (which corresponds to the buttons that appear on the Browse dialog box's toolbar). Notice that the selected file's name appears at the top of the right-click menu, allowing you to verify that the correct file is selected.
     

  3. If the selected file has attachments, review them at the bottom of the Browse dialog box.

Selecting a Folder or Subfolder

Folders and subfolders (including the Trash folder) can be selected using both the navigation tree on the left side of the Browse dialog box and the content viewer on the right side of the dialog box.

Note: Clicking a folder or subfolder in the content viewer (on the right side of the dialog box) does not select it. Instead, it automatically opens it, showing you the item's contents. To select a folder or subfolder, you must use the item's corresponding check box.

  1. Using the navigation tree on the left side of the Browse dialog box, locate the folder or subfolder you want to select. You can easily expand folders to view subfolders using the arrow icons, as shown below.
  2. Use one of the following methods to select a folder or subfolder:

Selecting Multiple Items

You can select multiple files, folders, or subfolders using the check boxes displayed in the content viewer on the right side of the dialog box.

The following options are available for multiple item selection:

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