The Files card is used for managing project files, in particular for adding work and reference files, sharing files with other jobs and for delivering translated documents to the client. It shows a list of all files exchanged within the project, uploaded either by the PM/Client or by the vendors through the Vendor Portal.
In order to add a new file to a project, drag it to the Files card or click on the Add Files button:
A pop-up will be displayed where you can specify the category of the file being uploaded as well as the language it refers to:
Click on the Add Files button. The file added will be displayed on the list.
There is a number of operations that can be performed on the project files. Select one or several files in the File card by ticking the checkbox next to the file name and click on the File Actions button:
Send Files to Client — by clicking the option, the selected file will be sent as a deliverable to the client.
Share… — the file selected will be shared with a specified job in the process. You can also decide whether the file should be treated as a work or reference file:
Stop sharing… — the option allows you to unshare one or several files with specific jobs.
Edit Properties — use the option to change the file category and languages.
Download — allows you to download selected files.
Delete — deletes selected files from the project.
Click on the Filter Files icon. The following filters will be displayed:
Name — allows you to filter by file name.
Category — used for filtering files by category.
Last Modified On — allows for filtering files modified in a specific period of time.
Files in Jobs — there are two options available in the filter: Files in All Jobs and Files in Final Jobs. Files in All Jobs will display all the files available in the project, while Files in Final Jobs will show only the files delivered by the final job in the project.
Click on the Automatic Configuration icon to specify the automatic delivery options in the project:
Switch the toggle On to enable the Automatic Files Delivery function. In the When files should be delivered section define when the deliverables should be sent to the client. In the section below specify which file categories will be eligible for delivery. Click on Apply changes to modify the file delivery settings.
Click on the Settings icon to define the number of items that will be displayed in the files list:
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