Knowledge Center

File Manager

RamBase is built around the concept of documents that flow from one business process to another. For example, a request for a quote is forwarded to a quote, and then to an order and shipping advice. These processes create documents, and you can upload files as attachments to these documents.

Use the File Manager to manage files and link them to documents in RamBase. Select Paperclip.svg in the upper right corner and select File Manager. You can also select the F9 key from any application to open File Manager.

The folders under My Library are your personal folders. The folders to the left under Company Library are the common folders in your company. The folder under the Corporate Library contains company-specific files that are shared between companies in larger businesses.

Use the Search field to the right, along with the options in the drop-down menu at the right, filter your search.

How to use File Manager

Use File Manager to upload, archive, read, edit and download files. The colored vertical bars to the right of the document indicates the status of the document.

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To link a file to a document, drag any file to the document from File Explorer in Windows. You can now find the file using File Manager. You can also link the file to other folders and RamBase documents using File Manager.

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  1. Select Upload files to upload files to File Manager and link them to your documents. Select Upload files to search your local drive for the files or find the files in File Explorer and drag them to File Manager.

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  2. Select Plus_Sign_Grey_Back.svg and select Working folder to create a working folder in the filetree. You can maintain a static copy of files from various processes and also upload files to your working folders.

  3. You can drag files into other folders from the working folder.

  4. To link several files into other folders, select the applicable checkboxes at the left side of file icons. Drag the selected files into the necessary folder.

Download

When you select the checkbox to the left of the file, the Download button appears. Select Download to download the selected file. If you download more than one file, the download is a Zip file.

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Preview a file

Select angle-right-sm.svg to preview a selected file.

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Check out

Select Check out to download a file for editing. All versions of the file are available for download.

When you check out a file, it has the status version:edit. This informs other users that the file is not the official version. When you check out a file, the following options are available.

  1. Delete draft

    Use this option to delete the draft version and revert to the original version.

  2. Check in

    Use this option to check in the new version, with your edit.

  3. Upload draft

    Use this option to upload a new draft of the document.

Make new version

Use this option to upload a new version of the file.

Link files to other folders

Drag the file to the folder where you want to link the file.

Edit file info

It is possible to change the properties of a file, such as name, subject, search terms and version description using the icon Edit file properties. This will open a popup where the properties may be edited.

  1. File name

    Use this option to edit the file name.

  2. Subject

    You can enter a subject which is displayed instead of the filename. To view the filename, click Edit file info.

  3. Search tags

    Enter search tags here to increase visibility in searches.

  4. Version description

    Enter a description of the version In this field. For example, welding certificate dated 20-01-2020.

  5. File type

    Choose the file type from this list.

File information

The tabs in the Preview pane give information about the file you are previewing.

  • The Details tab gives information about the file uploader (Creator), including the date and time of upload. It also gives the filesize in MB and the type of file.

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  • In Versions , you can specify ct the version of the file and view the date and time it was updated. Select Download to download the file.

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  • In Permissions, you can specify Users and Roles for the file.

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  • In Links, you can unlink the file from the specified document by deselecting the checkbox.

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