Project Detail

The project name and items in the folder and file list 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 project has been hidden. This means that it is hidden from your views, but not deleted. Other users can still see it.
	The project has been deleted. Refer to Deleting and undeleting.
(Project name only)	The project owner, if it is not you.
(Project name only)	Reveal in Explorer (Windows) or Finder (Mac). Click to open the corresponding folder on your desktop or laptop. This option requires that the instance of Workplace Desktop installed on your computer is associated with the same Workplace account you are logged into.

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

Above the folder and file list, a series of links expand and collapse areas that feature additional project-related functionality. Each area provides different information about the project. Click a view to expand it.

For more information on these areas, refer to:

• Managing project, folder, and file comments
• Manage project, folder, and file team shares
• Managing project, folder, and file public shares
• Uploading files to a project or folder via email
• Sync and unsync projects
• Project Notifications

The area below the view options alerts you to any new comments. In the folder and file list, a icon appears next to items with new comments. The number represents the number of new comments.

Click the Mark as read link to mark the items as read and close the alert.

The area below the comment alert displays your access level for this project:

Refer to Manage project, folder, and file team shares for more information.

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

For more information, refer to The task progress bar.

If the project has been publicly shared, Share Public Link will appear at the top right of the project content list, and a Public badge will display next to the project name. If the project has not been shared publicly, Share Team Link will display instead. Additional options display when you hover over the links or the badge.

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

Publicly shared	Not publicly shared

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

1. Click the icon. This will open the sort popup:
   
   
2. Check boxes will indicate the current sort order. To control ascending/descending order, just change the selection. To sort by a different column, select the check box for that column.

NOTE  You changes are automatically applied, and Workplace will remember your sort preferences the next time you view the page.

Enter the name or type of the file or folder in the Filter field. The list will be updated automatically. To remove the filter criteria, click the icon in the Filter field.

Select the Show deleted check box:

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

NOTE  The view controls are located in the upper right corner of the list.

1. Click the control to view the folders and files in gallery view.
2. Click the control to view the folders and files in list view.

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

Button	Menu > Submenu	Function
Add	Add Folder	Add a folder to your project. This will open the Create New Folder popup: Enter the folder name and optionally add a description, then click Create Folder.
	Word Document	Add a Word document to your project. This will open the Create New Document popup: Enter the document name, then click Create Document. Refer to Creating and editing documents online.
	Excel Spreadsheet	Add an Excel spreadsheet to your project. This will open the Create New Document popup. Enter the spreadsheet name, then click Create Document. Refer to Creating and editing documents online.
	Powerpoint Presentation	Add a Powerpoint presentation to your project. This will open the Create New Document popup. Enter the presentation name, then click Create Document. Refer to Creating and editing documents online.
Favorite/Unfavorite		Add the project to or remove the project from your Favorites list.
Copy		Copy the item to a different location or to a new project. This will open the Copy Project popup: 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.
Upload		Upload files or folders to this project. Drag and drop files or folders into the cloud image or click Select Files to Upload to browse for files. Refer to Uploading items to Workplace Online.
Download	Download	Download the project to your computer's default download location.
Delete		Delete the entire project and all files and folders in the project. This will open the Delete Project popup: Confirm your action in the Delete Project popup. BEFORE YOU DELETE a project, please read Deleting and undeleting.
More	All Add options	Refer to the Add section of this table.
	Reveal in Explorer (Windows) Reveal in Finder (Mac)	Open the corresponding folder on your desktop or laptop. Note that this option requires that Workplace Desktop is installed on the computer.
	Favorite/Unfavorite	Refer to the Favorite/Unfavorite section of this table.
	Copy	Refer to the Copy section of this table.
	Upload	Refer to the Upload section of this table.
	Download > Download	Download the project to your computer's default download location.
	Download > Restore	Restore this project to a desired location on your desktop or laptop. Note that this option requires that Workplace Desktop is installed on the computer
	Manage > Rename	Rename the project. This will open the Rename Project popup: Edit the project name, optionally update the description, then click Rename.
	Manage > Hide	Hide the project. This will open the Hide Project popup: To confirm, click Hide. Hidden projects are not deleted; they are just hidden from your views. Hiding a project only hides it for you. It will still be visible to other users. You can display hidden projects using the dropdown menu in the All Projects.
	Manage > Previous Versions	View previous versions of the project. Refer to Previous Versions.
	Manage > Recursive Undelete	If files or folders have been mistakenly deleted and you are the project owner or a Super Administrator, Recursive Undelete allows you to apply a "mass undelete" to a project or folder, including deleted files within sub-folders, that will reinstate all files deleted since a specified time. Use the timeline to specify the date and time from which you would like to undo all deletions, then click Execute Undelete.
	Manage > Reassign	Reassign the project to another user. This will open the Reassign Project popup: Select the resource, optionally select the Grant Full Access & Reshare permissions to old owner when reassigning the project check box, then click Reassign Project.
	Manage > Delete	Refer to the Delete section of this table.
Comment		Add a project comment. This will open the Add New Comment popup: Enter your text, then click Add Comment.
	Share > Team Share This option is only available if you are the project owner or if Reshare permissions were granted when the project was shared with you.	Share the entire project with one or more users. For details, refer to Manage project, folder, and file team shares.
	Share > Public Share This option is available to project owners and if Reshare permissions were granted when the project was shared with you unless restricted via Policy Profiles	Create a public share for the project. For details, refer to Manage project, folder, and file team shares

Hover over the folder and click the icon, or right-click the folder. Then select one of the options described in the table below:

Menu Item	Sub-Menu Item	Function
Add	Add Folder	Add a sub-folder. This will open the Create New Folder popup window: Enter the folder name and optionally add a description, then click Create Folder.
	Word Document	Add a Word document to your folder. This will open the Create New Document popup window. Enter the document name, then click Create Document. Refer to Creating and editing documents online.
	Excel Spreadsheet	Select to add an Excel spreadsheet to your folder. This will open the Create New Document popup window. Enter the spreadsheet name, then click Create Document. Refer to Creating and editing documents online.
	Powerpoint Presentation	Add a Powerpoint presentation to your folder. This will open the Create New Document popup window. Enter the presentation name, then click Create Document. Refer to Creating and editing documents online.
Reveal in Explorer (Windows) Reveal in Finder (Mac)		Open the corresponding folder on your desktop or laptop. Note that this option requires a Workplace Desktop Agent installed on the computer.
Favorite/Unfavorite		Add the folder to or remove the folder from your Favorites list.
Copy		Copy the folder to a different location or to a new project. Depending on your project access levels, you may have the option to copy the folder shares as well as the contents of the folder in the Copy Folder popup window: To copy the folder to a new project, select the appropriate radio button, enter the name of the new project, then click Paste. To copy the folder to an existing location, select the appropriate radio button and browse to the new location in the area provided. If you wish to copy the folder shares as well as the contents of the folder, select the Include Shares check box. Then click Paste. SECURITY   You may only copy folder shares if you are the project owner or have full access to the project and reshare permissions for both the original project and the project you are copying the folder to.
Move		Move the folder to a different location or to a new project. This will open the Move Folder popup window: If you wish to move the item to a hidden project, select the Show hidden projects check box. 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 files or folders to this folder project. Drag and drop files or folders into the cloud image or click Select Files to Upload to browse for files. Refer to Uploading items to Workplace Online.
Download	Download	Download the folder to your computer's default download location.
	Restore	Restore this folder to a desired location on your desktop or laptop. Note that this option requires a Workplace Desktop Agent installed on the computer.
Manage	Rename	Rename the folder. This will open the Rename Folder popup window: Edit the folder name, optionally update the description, then click Rename.
	Previous Versions	View previous versions of the folder. Refer to Previous Versions.
	Manage > Recursive Undelete	If files or folders have been mistakenly deleted and you are the project owner or a Super Administrator, Recursive Undelete allows you to apply a mass undelete to a folder, including deleted files within sub-folders, that will reinstate all files deleted since a specified time. Use the timeline to specify the date and time from which you would like to undo all deletions, then click Execute Undelete. NOTE  This option is not available for files that have been quarantined as a result of a malware incident.
	Delete	Delete the entire folder and all files and sub folders in the project. Confirm your action in the Delete Folder popup window. BEFORE YOU DELETE a folder, please read Deleting and undeleting.
Comment		Add a folder comment. This will open the Add New Comment popup window: Enter your text, then click Add Comment.
Share	Team Share This option is only available if you are the project owner or Reshare permissions were granted when the folder was shared with you.	Share the folder with one or more team users. For details, refer to Manage project, folder, and file team shares.
	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 folder. For details, refer to Managing project, folder, and file public shares.

Hover over the file and click the icon, or right-click the file. Then select one of the options described in the table below:

Be sure to take note of who will be able to upload to this location via email in the Who can email? area.

Menu Item	Sub-Menu Item	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.
View		Preview a version of the file via the browser.
Favorite/Unfavorite		Add the file to or remove the file from your Favorites list. 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. If the file is locked as a result of an external application lock that has been detected by Workplace Server and converted to a Workplace lock, the lock icon will appear in gray. When viewing files on the Locked list, Unlock will be the only option. For more informationon file locking, please refer to Lock files.
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: If you wish to move the item to a hidden project, select the Show hidden projects check box. 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 file to this folder. 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	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 as .PDF	Download a .pdf version of the file. NOTE  This option is not available for files that have been quarantined as a result of a malware incident.
	Restore	Restore this file to a desired location on your desktop or laptop. This option requires a Workplace Desktop Agent 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.
	Previous Versions	View previous versions of the file. Refer to Previous Versions.
	Delete	Delete the file. Confirm the deletion in the Delete File popup window. BEFORE YOU DELETE a file, please read Deleting and undeleting.
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 popup window: Begin typing a name or email address or click the Pick From Team link or the icon to find a user's email address. You may also enter external email addresses. User email addresses will display in blue, while other email addresses will display in orange. 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 Managing project, folder, and file public shares.