File Management

File Management in Steelhead

The Upload Files page allows you to browse all files that Users in your Domain have uploaded to the platform. Nearly any file that's under the 60MB storage limit for individual files can be added to the list and viewed later.

Permissions

For access to the page:

1. Navigate to the "Users" icon on the Homepage and select your profile labeled with your name.
2. Profiles are listed directly under the "Order By" drop-down menu.
3. Scroll down until you see the list of checkboxes labeled "FEATURE ACCESS".
4. On this list locate "Read: All Uploaded Files" and select the checkbox.
   

File Attachment Types

On the left hand side of the screen there is a sorting menu for selecting which kinds of files are highlighted for viewing. These can be selected one by one to lessen the time taken to look through all our files.

For example, if you want to see all files that have been attached to Work Orders, select the "Work Orders" Type, for files related to Certifications, select "Cert Reports", and so on. The number next to the title of the type shows how many times files of this type have been attached across the whole Steelhead software.

Uploading Files

Files can be uploaded directly from the Upload Files page. To upload files:

1. Press the "Upload Files" button at the top middle of the page
2. Drag or select the file to upload
   • Image files may be uploaded as Full, Large, Medium, or Small images
     

Adding New Folders

Next to the Upload Files button is another button to create a folder. After naming and creating your folder, opening it will add two new buttons to the top of the screen, labeled "Edit Current Folder" and "Delete Current Folder".

These two buttons simply allow the user to rename and erase folders. Users are able to delete each other's folders, and folders cannot be deleted unless they are empty.

Display Order

To the right of these file and folder buttons is the drop-down menu that will allow you to choose how the files are organized. The first four options are for sorting by upload date and names in forward or reverse alphabetical order. The final option, "Best Match" will organize files by how similar their titles are to terms in the search bar.

Search Filter

Between the Display Order drop-down and the Search Bar is the button for filtering search results by Customer, Part Number, Creator, Recieved Order, or Work Order.

Select one of these options from the drop-down menu and use the filter search bar to find existing filters matching that option. Once the desired filter appears, select it and it will be shown as applied at the top of the File list.

Search Bar

The Search Bar allows files to be searched by their titles. This includes searching by file extension (.pdf, .png, et cetera).

Typing a percent sign (%) wildcard character will allow any letter, number, or symbol to fill a space.

File List

Most of the screen is filled with the file list, which shows every file relevant to the search terms, file attachment types, and filters that are activated. File titles including their extensions, file creation dates, file creator, and the number of times this file has been attached are all shown.

Select your file of choice for further options:

• Open in New Window
  • Allows the file to be opened by itself in a larger window.
• Edit Uploaded File
  • Allows the file title, extension, folder, and image (if there is one) be edited.
  • Allows the file to be copied or moved to a new ID (Can be filtered by Part Number, Work Order, Quote, Sales Order and Inventory Batch).
  • Allows File to be deleted.
• Archive File
  • Moves the file to the "Archived" section where they can be tucked away when no longer needed.
    

Select Files Mode and Preview Files Mode

Use this switch under the folders to choose which viewing mode you need. Preview Files Mode is a simpler style that shows all the information needed to browse the file list. Select Files Mode adds a few features that help with moving and archiving many files at once. These are:

• A "Selected:" notifier that will allow you to unselect all files that are selected by pressing the grey X.
• A "CHANGE FOLDER" button to move all selected files to a new folder at once.
• An "ARCHIVE SELECTED" button to archive all selected files at once.
• A selection checkbox next to the title of every file in the file list.