Organizing Files: Getting Started Guide
1
Create Folders
- Initiate Folder Creation: Start by selecting the “New Folder” button on your site page.
- Name and Structure: Name each folder according to its intended contents or project scope to maintain a logical organizational structure.
2
Upload Files
- Uploading Files: Use the "Upload" button to add documents to your site. You can also drag and drop files directly into folders or onto the Upload button for quick addition.
- Placement: Ensure each document is placed within the appropriate folder or location to support intuitive navigation.
3
Sort Files
- Switch to List View: Change to List View if not already enabled, for simpler management of file sorting.
- Drag and Drop Sorting: Click and hold a file, then drag it to your desired position within a folder. This allows you to customize the order based on priority or relevance.
4
Apply Numbering (Optional)
- Enable Numbering: If desired, set up hierarchical numbering for your files and folders. This feature aids in maintaining a clear sequence and organizational hierarchy.
- Adjust as Needed: Review and adjust the numbering configuration to best fit your organizational needs.
5
Watermark PDFs (Optional)
- Enable Watermark Feature: For added security, apply watermarks to your PDF documents.
- Customize Watermarks: Choose the content and format for the watermark to suit your security policies and branding requirements.
Duplicate Files
By default, you can have multiple files or folders with the same name, within each folder. Each file or folder is tracked independently in the Clear Ideas App. If numbering is enabled, they will each have a different number.By following these steps, you can create a structured and secure digital workspace that supports efficient file management and enhances collaboration within the Clear Ideas App.