File
A file is a unit that stores information or data in computer systems. Files; It can contain different types of data such as text documents, images, music files, video files, programs, spreadsheets, and many more. In case of a request to perform operations on a file, hover over the file and select the round seçim field that appears on the right side of the file in order to view the relevant operations, or the operations that can be performed on the file are displayed pencerede_ opened by clicking _sağ. At the same time, if it is desired to make changes on more than one file; The round selection areas on the right side of the files to be selected are marked and more than one file is selected. Actions that can be performed in bulk are filtered by selections, and changes are made from the actions area or from the right-click window.
-New:
- New Folder: Allows you to create a new folder. The Name and Description of the Folder to be created in the window that opens can be defined specifically for each of the languages available in the system.
- New File: Allows you to create a new file on the folder where the file is located. To add new files, you can choose from the Browse section on the window that opens, or the files you want to upload can be dragged and dropped onto this window. The Files to Upload section lists the files that the user wants to add. Clicking OK completes the file attachment process.
-Hungry:
- **Comparison**: It provides a line-by-line comparison of the content of the relevant file with the content of a different selected file.
![FileComparison](https://docsbimser.blob.core.windows.net/imagecontainer/DosyaKarsilastirma-5124b549-4180-41a9-9572-9c8e77a69885.png)
Properties: The panel opens where the properties related to the file are defined. Under the General heading, a tag and category information can be entered in the file.
Security: It is a security tab that allows people within the organization (such as users, user groups, security groups, etc.) to define various permissions such as viewing, downloading, printing specific to the folder. In the search bar on the left side, the group to be linked to the object is typed and selected. All the groups that the selected group or user is in the Security section are listed. For the selected group, the authorizations in the Viewing, editing breakdowns and all sub-breakdowns on the object are defined by clicking the Grubu Object Bağla button. Any changes made afterwards are saved by clicking the Değişiklikleri Kaydet button. ::: info Information If users are required to upload documents to the directory specified in the associated document objects used in the processes, the necessary permissions must be granted in the security settings of the relevant directory or in the Security section under the management tools. :::
Show Profile: It is possible to view or edit a profile form that has already been added to the file, or to add a new profile form. The fields selected in the profile form will be visible in the Table View mode of the folder where the profile form is added. In this way, profile form fields added to folders or files can be viewed and filtering can be done through these fields.
Activities: Brings up a panel screen that allows users to broadcast a message on the object and view the messages they have published or the actions they have taken on the object.
-Processes:
Add to Favorites: By clicking this button, the user can add the relevant folder to their favorites. Favorites can be accessed via the breakdown on the left.
Copy: This is the part where the selected file can be copied to a different directory on Document Management.
Move: This is the part where the selected file can be moved to a different directory on Document Management.
- Refresh Index: A re-indexing is started at the database level for the selected File and the information of the relevant file will be updated more quickly in the index report.
- Rename: This is the field where the name of the selected File is changed.
- Delete: This is the feature that allows the deleted Files to be deleted. When this button is clicked, the user performing the transaction is expected to perform the transaction by entering the file name for security purposes.
-Share:
- **Download**: When the download button is clicked, the download of the selected file on the device is started.
- **Share**: It is ensured that the selected File can be shared with users in the system as **Mail attachment** or shared with users in the system or as **Link**.
In the **Access** field, Anyone with the link is selected, People in the Company, People with existing access, or Selected people. The language information in which the file will be shared is selected from the languages defined in the system through the **Language** field. The permission frame for the file is defined so that Viewing, Editing, and or Downloading can be allowed in the **Change permissions** field. The **Expires** field defines the last valid date on which this file to be shared as a link can be accessed. In the **Number of limits** field, the limit is set after how many times the connection is visited. If the selected file is to be shared with the users in the system as a link, the e-mail addresses of the users are selected from the **To** field. **Subject** is the subject of the e-mail to be sent, and the content message of the e-mail is entered in the **Message** field.
If the file is desired to be shared with external people who are not registered in the system, click on the Copy Link field at the bottom and the sharing link of the file is created.
File Content Preview
If a file in Document Management is desired to be viewed, the relevant file is double-clicked and the preview screen greets the user.
The operations that can be performed on the previewed file are located on the upper right side of the panel. The file can be downloaded by clicking the Download button. When the Relationships button is clicked, a different file is associated with the relevant file on Document Management. After clicking the New button, the file to be associated is selected.
In this way, the associated files in document management can be accessed over each other. Files associated with the trash can icon can be unlinked.
By clicking the Start Work button, it is possible to edit the files. Version, version note adding operations can also be performed. After editing the editable files, a Change message is entered regarding the change made by clicking the Save button.
In files that cannot be edited, the file to be added as a version to the relevant file is uploaded by clicking the Browse button. Then, by clicking the Save button, a Change message is entered regarding the change made.
Finally, for the version to be added to the file, a new version can be added on top of the existing version with the change message made by clicking the Publish button. Major and Minor versions are entered for the new file. It is not possible to enter a value smaller than the major version of the previously existing file. When the default is marked, it is ensured that this version is presented to the user first as selected when the file is opened.
Documents in the attached versions and detailed information about the version can be accessed from the upper left side of the preview panel.