Manage Files in the Public Folder

Manage files in File Manager's "Public" folder that all users may view.

Package Required

The File Manager package is required to manage public files in File Manager.

View All Files in the Public Folder

The File Manager Public folder contains files available to all users to view, download, share with other users, or rename.

Follow these steps to view all files in the File Manager Public folder:

  1. View File Manager. File Manager displays.

  2. Do one of the following:

    • Click the Public folder.

    The Public folder displays files that all users in your ProcessMaker Platform instance may access.

The Public folder displays the following information in tabular format about public files in File Manager:

  • Name: The Name column displays the following:

    • File name: The file name and its file format displays in the Name column. Files uploaded to the Public folder display that file's format unless the file is renamed and its file format is removed.

    • Folder name: The folder name displays in the Name column for folders created in the Public folder.

  • Users: The Users column displays the user that added the file to the Public folder as well as any other user that renames that file. Hover your cursor over a user's avatar to view that person's full name.

  • Size: The Size column displays the size of the file. This column does not apply to folders.

  • Modified: The Modified column displays the date and time the file was added to the Public folder or last renamed. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

View a File

Star a File as Important to You

Download a File

Share a File with Another ProcessMaker User

Rename a File in the Public Folder

Rename a Folder in the Public Folder

Add a File to the Public Folder

By adding a file to the File Manager Public folder, all users may view or rename that file. File Manager incrementally attributes an internal file number to each file added to the Public folder which File Manager references in file comments.

A file cannot be moved or deleted from File Manager after it has been added to a folder.

Follow these steps to add a file to the File Manager Public folder:

  1. View File Manager. File Manager displays.

  2. Browse to the folder in the Public folder to add the file. If that folder does not yet exist, create it.

  3. Do one of the following:

    • Drag the file to add to the Public folder into the Drop a file here to upload.

    • Click the Select File button, and then locate the file to add to the Public folder.

  4. ProcessMaker Platform uploads the file. When the file completes the upload a message success displays beside that file's name. Furthermore, the URL to the Public folder displays to indicate where the file has been added.

  5. Click the Done button.

Create a Folder in the Public Folder

By creating a folder in the File Manager Public folder, all users may see this folder and add files to it.

A folder cannot be moved or deleted from File Manager after it has been created.

Follow these steps to create a folder in the File Manager Public folder:

  1. View File Manager. File Manager displays.

  2. Browse to the folder within the Public folder to create the folder.

  3. In the New Folder setting, enter the name of the folder to create. This setting is required.

  4. Click the Create button.

Rename a File in the Public Folder

Follow these steps to rename a file located in the File Manager Public folder:

  1. View File Manager. File Manager displays.

  2. Rename the file. This is a required setting.

  3. Click Save.

Rename a Folder in the Public Folder

Follow these steps to rename a folder located in the File Manager Public folder:

  1. View File Manager. File Manager displays.

  2. Rename the folder. This is a required setting.

  3. Click Save.

pageWhat is File Manager?pageView All Files Shared With YoupageView All Starred Files Important to YoupagePreview 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 CommentspageFile Manager PackagepageWhat is a Package?

Last updated

© Copyright 2000-2024 ProcessMaker Inc. All rights reserved.