File Detail

Icon indicators

The file name may be followed by several different icons:

Icon	Meaning
	Favorite. Refer to Favorites.
	Publicly linked. Refer to Managing project, folder, and file public shares.
	The file has been hidden. This means that it is hidden from your views, but not deleted. Other users can still see it.
	The file has been deleted. Refer to Deleting and undeleting.
	The file has been quarantined or deleted as a result of a malware incident. Deleted badge will display if the file has been deleted. No actions may be performed on the file.
	Reveal in Explorer (Windows) or Finder (Mac). Click to open the corresponding file on your desktop or laptop. This option requires that Workplace Desktop is installed on your computer.

Toolbar

The toolbar allows you to quickly access a variety of functions. For more detailed information, refer to Manage the file using the toolbar.

View options

Below the file name, a series of links expand and collapse areas that provide additional file-related functionality:

For more information on these areas, refer to:

Access level

The area below the comment alert displays your access level for this file. Refer to Manage project, folder, and file team shares for more information.

Task progress bar

When performing a copy, revert, or restore operation within Workplace Online, a progress bar is displayed at the bottom of the window.

For more information, refer to The task progress bar.

Use the public share link or team share link options

If the file has been publicly shared, Share Public Link will appear at the top right of the file preview area, and a Public badge will be displayed next to the folder name. If the file has not been shared publicly, Share Team Link will be displayed instead. Additional options are displayed when you hover over the links or the badge.

NOTE For more information about public shares and team shares, pleae refer to Managing project, folder, and file public shares and Manage project, folder, and file team shares

Publicly Shared

Not Publicly Shared

Hover over Copy Share Link or the Public badge, then select one of the options described in the table below:

Option	How it works
Copy Link	Places the link on your clipboard.
QR Code	Opens the QR Code popup window. Click the Copy to Clipboard button to place the QR code on your clipboard. Click the Download QR Code button to download the QR code image.
Send Link	Opens the Send Link popup window, allowing you to email the link to one or more recipients: Begin typing a name or email address or click the Pick From Team link or the icon to find a user's email address. If the file has been publicly shared, you may also enter external email addresses. User email addresses will be displayed in blue, while other email addresses will be displayed in orange. Optionally, add a message, then click Send.
Statistics (public shares only)	Opens the Public Access Statistics popup window: The popup window displays statistics, history, access history, public user activity, and an access map. Click a tab title to change the statistics view.
Edit (team shares only)	Click to open the team shares interface: For detailed information on creating and editing team shares, please refer to Manage project, folder, and file team shares.

Refresh the page

Click the Refresh button to the right of the file toolbar.

Manage the file using the toolbar

The toolbar at the top right of the page allows you to quickly access a variety of file functions.

Button	Menu > Submenu	Function
Open		Open the file with the default method you selected on the Document Editors page. If you have not selected a default document editor, you will be prompted to select one. Refer to Creating and editing documents online. If you have configured Desktop Integration, you have the option of selecting an integrated device. This will allow you to Edit documents locally via Workplace Online.
Favorite/Unfavorite		Add the file to or remove the file from your Favorites list. If you are using Workplace Mobile App 3.9 or earlier, your favorites will be automatically synced to your tablet or smartphone, and unfavoriting a file in those versions will result in its removal from your tablet or smartphone.
Lock/Unlock		Lock or unlock a file. A icon appears next to locked files. If the file was locked by someone else, the icon will be red. When viewing files on the Locked list, Unlock will be the only option. For more information, refer to Locked
Copy		Copy the item to a different location or to a new project. This will open the Copy File popup window: To copy to a new project, select the appropriate check box, enter the name of the new project, then click Copy. To copy to an existing location, select the appropriate check box, browse for the new location in the area provided, then click Copy.
Move		Move the file to a different location or to a new project. This will open the Move File popup window: To move to a new project, select the appropriate check box, enter the name of the new project, then click Move. To move to an existing location, select the appropriate check box, browse for the new location in the area provided, then click Move.
Upload		Upload a new version of this file. Just drag and drop a file into the cloud image or click Select Files to Upload to browse for a file. Refer to Uploading items to Workplace Online.
Download		Download the file to your computer's default download location. NOTE This option is not available for files that have been quarantined as a result of a malware incident.
Delete		Delete the file. This will open the Delete File popup window: Confirm your action in the Delete File popup. BEFORE YOU DELETE a file, please read Deleting and undeleting.
More	Open	Refer to the Open section of this table.
	View	Preview a version of the file via the browser.
	Favorite/Unfavorite	Refer to the Favorite/Unfavorite section of this table.
	Lock/Unlock	Refer to the Lock/Unlock section of this table.
	Copy	Refer to the Copy section of this table.
	Move	Refer to theMove section of this table.
	Upload	Refer to the Upload section of this table.
	Download > Download	Download the file to your computer's default download location. NOTE This option is not available for files that have been quarantined as a result of a malware incident.
	Download > Download as PDF (only available for some file types)	Download the file as a .pdf to the desired location on your desktop or laptop or open as .pdf. NOTE This option is not available for files that have been quarantined as a result of a malware incident.
	Download > Restore	Restore this file to the desired location on your desktop or laptop. This option requires that Workplace Desktop is installed on the computer. NOTE This option is not available for files that have been quarantined as a result of a malware incident.
	Manage > Rename	Rename the file. This will open the Rename File popup window: Edit the file name, then click Rename.
	Manage > Previous Versions	View previous versions of the file. Refer to Previous Versions.
	Manage > Delete	Refer to the Delete section of this table.
	Comment	Add a file comment. This will open the Add New Comment popup window: Enter your text, then click Add Comment.
	Email	Email the file to one or more recipients. This will open the Send File popupwindow: Begin typing a recipient's name or click the to use the user data selector. Optionally, add a message, then click Send.
	Print	Print the document or send a print link to one or more recipients. Refer to Print a file for more information.
	Public Share This option is available to project owners and if Reshare permissions were granted when the project was shared with you, unless restricted by Policy Profiles	Create a public share for the file. For details, refer to Manage project, folder, and file team shares To send a link to a user, refer to File Detail.