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File Manager

OVERVIEW

File Manager is an integral part of CPQ Cloud. You can upload any kind of file to the File Manager, organize files into folders, and access files from anywhere on the Internet. The File Manager is used for:

ClosedExample of File Manager


ClosedSearching

Pagination functionality and categorization of files by alpha-numeric indices allows you to easily navigate through a large numbers of files. Search and paging functionality are available within image selector pages in Configuration and Commerce. File Manager allows you to:


ADMINISTRATION

Folders

ClosedAdding a Folder

  1. ClosedNavigate to the File Manager page.
    1. Click Admin to go to the Admin Home Page.
    2. Click File Manager in the Utilities section.

      The File Manager page appears.

  2. Click Edit at the bottom of the Folders list.

    The Admin Folders page appears.

  3. Enter a Folder Name.

  4. Click Create.
  5. Click Back to return to the File Manager page.

ClosedDeleting a Folder

  1. ClosedNavigate to the File Manager page.
    1. Click Admin to go to the Admin Home Page.
    2. Click File Manager in the Utilities section.

      The File Manager page appears.

  2. Click Edit at the bottom of the Folders list.

    The Admin Folders page appears.

  3. Select a folder from the Select a Folder drop-down.

  4. Click Remove.
  5. Click Back to return to the File Manager page.

ClosedSetting Folder Security

  1. ClosedNavigate to the File Manager page.
    1. Click Admin to go to the Admin Home Page.
    2. Click File Manager in the Utilities section.

      The File Manager page appears.

  2. Click the name of a folder.
  3. To make a folder secure, select the Folder Security Setting checkbox and click Save.

    Once a folder is designated as secure, the File Manager files and folders will appear as such:

    Only folders, not files, can be designated as secure. An admin can designate any folder they have added as secure. Once an admin has designated a folder as secure, the security settings apply to all files within that folder.

    When updating a folder’s security settings, the Date Modified of all the files located within the folder will be updated to the current date.

Files

ClosedAdding a File

  1. ClosedNavigate to the File Manager page.
    1. Click Admin to go to the Admin Home Page.
    2. Click File Manager in the Utilities section.

      The File Manager page appears.

  2. Click the name of the folder that you would like to add a file to.
  3. Click Browse to select the file(s) you would like to add to the folder, under either the Add Files or the Add/Update Multiple Files Through .ZIP section.

    The File Upload dialog box appears.

    File names are case and space sensitive.

    When adding a zipped file, the contents will replace any existing files in the folder that have the same file name.

  4. Select a file and click Open.

    You return to the File Manager page, with the selected file listed next to the Browse button.

  5. Click Add File or Add/Update Files to add the selected files to the folder.

      If you add a file and the file name already exists in the folder, then the system throws an error.

ClosedDeleting a File

  1. ClosedNavigate to the File Manager page.
    1. Click Admin to go to the Admin Home Page.
    2. Click File Manager in the Utilities section.

      The File Manager page appears.

  2. Click the name of the folder with the file(s) you want to delete.
  3. Check the Select checkbox for the file(s) you want to delete.
  4. Click Delete.

ClosedReferencing File Locations

Use the file location to refer to your File Manager files from another location.

From anywhere on the Web

Copy these values to access the files from anywhere on the web:

Example URL path:

mysite.bigmachines.com/bmfsweb/mysite/image/
Branding/logo_small.gif

From anywhere in CPQ Cloud

When referencing a File Manager file anywhere on the site (for example, in Config HTML Templates) use the $BASE_PATH$ shorthand URL:

$BASE_PATH$/Branding/logo_small.gif

Be careful when removing files. The File Location changes when this happens. If the file is referenced anywhere on the site, the link will be broken.


NOTES

RELATED TOPICS

Related Topics Link IconSee Also