• Briefcase presentation :
- Briefcase folders
- Toolbar
- Listing of all created or imported documents
- Detailed preview of the selected document
- Change the display (preview to the right of the list as in the picture, below the list or no preview)
• Create or import a new document:
There are two ways: click on “new document” to insert a text document, or “upload file” to import a document from your computer.
First way: Click on “new document”, and a new window appears. Give a title to your document, fill in the text field and click save or save and close.
Second way: Click on “upload file”, and a window opens. Click on select file to choose the document from your computer and click ok.
• Create a new briefcase :
Right-click on “briefcase folders” or click on the nut (circled in red) then “new briefcase”.
Fill in the name of the new folder, his color and click ok. You will find it in the list of briefcase folders.
• Move a document :
Select the document from your list and click on the folder icon. Then select the folder in which you want to move it. You can also directly create a new folder from there. For example on the photo, the document “letter” is selected and we transfer it into the folder “letter” previously created.
• Share a folder :
Click right on the folder you want or click on the small drop-down arrow then on “share folder”.
The form is the same as for calendar or task sharing. Enter the email address of the contact (s) with whom you want to share your file, select the role you want to assign and click ok.
• Delete a document :
Select the document, then click “delete” in the toolbar or right click on the document and click “delete”.