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

What is a Package?What is File Manager?View File ManagerManage Files in the Public FolderView All Files Shared With YouView All Starred Files Important to YouFile Preview Control SettingsPreview a File from File ManagerStar a File as Important to You from File ManagerDownload a File or Folder from File ManagerShare a File from File ManagerFile CommentsWhat is a Request?Request Summary Descriptions