File Manager Package

Upload, preview and download documents during your Processes' Requests.

Overview

The File Manager package must be installed.

Use the File Manager package to preview, download, and share files during your Requests. The File Manager package has the following components after it is installed:

• File Manager: Manage files that have been added to your personal file manager:

  • Manage files any user may access: Manage files that any user may access.

  • Manage files that have been shared with you: Manage files that other users have shared with you.

  • Manage starred files: Manage files that you have deemed important by having starred them.

• File Manager tab in Request summaries: Manage files uploaded to a Request in the File Manager tab. The File Manager tab replaces the Files tab in Request summaries that is in the ProcessMaker open-source edition. From the File Manager tab, view, download, and share files from a Request summary.

• Preview files in Tasks: Preview a file uploaded to a previous Task in that Request via a File Upload control.

Related Topics

pageWhat is a Package?pageWhat is File Manager?pageView File ManagerpageManage Files in the Public FolderpageView All Files Shared With YoupageView All Starred Files Important to YoupageFile Preview Control SettingspagePreview a File from File ManagerpageStar a File as Important to You from File ManagerpageDownload a File or Folder from File ManagerpageShare a File from File ManagerpageFile CommentspageWhat is a Request?pageRequest Summary Descriptions by Status Type