Summary

The File manager is an easy storage solution that also provides a way to securely share files between your internal teams and MindBridge's Customer Support team.

Learn about the File manager and how to use its features:

• Folders
• Import files
• Arrange files
• Rename files
• Export files
• Delete files
• Search for files
• Add files to an analysis
• Additional actions

Go to the File manager

1. Select the logo in the MindBridge sidebar. You will go to the Organizations page.
2. Select View in line with the desired organization, or click anywhere in the organization row. You will go to the Engagements page.
3. Select View in line with the desired engagement, or click anywhere in the engagement row. You will go to the Data page for that particular engagement.
4. Within the MindBridge sidebar, select File manager ( ). You will go to the File manager workspace.

Folders

MindBridge allows you to store your files in various folders, which you can create, update, and remove as needed.

Create a new folder

1. Select Create folder to create a new folder in the file manager. A form window appears.
2. Enter a name for the new folder.
3. When you are satisfied, Save your work. The new folder will be created and you will go back to the File manager.

Rename a folder

1. Open the Actions menu in line with the folder you want to rename.
2. Select Rename.
3. Enter a new name for the folder.
4. When you are satisfied, Save your work. The folder will be updated and you will go back to the File manager.

Delete a folder

1. Open the Actions menu in line with the folder you want to delete.
2. Select Delete. A confirmation window appears.
3. Select Delete to permanently delete the folder. The folder will be removed and you will go back to the File manager.
   
   

Files

Import files

To start importing files directly into the File manager, you can either:

• Select Import to browse your computer for a file, or
• Drag and drop a file from your computer into a folder or the main area of the File manager.

The file will appear in the File manager and MindBridge will proceed to validate the data.

Move items into folders

Use the grab handle icon ( ) in line with the desired file or folder to physically move the item into a folder.

Rename files

1. Open the Actions menu in line with the file or folder you want to rename.
2. Select Rename. A form window will appear.
3. Name the file as desired.
4. When you are satisfied, Save your work. The file will be updated and you will go back to the File manager. 

Export files

Export a single file

1. Open the Actions menu in line with the file you want to export.
2. Select Export. The file will appear in your default download location.

Export multiple files

1. Check the boxes next to the files you want to export. Upon your first selection, a bulk actions bar will appear.
2. Open the Actions menu in the bar.
3. Select Export. The file will appear in your default download location.
   

Delete files

Delete a single file

1. Open the Actions menu in line with the file you want to delete.
2. Select Delete. A confirmation window will appear.
3. Select Delete to permanently delete the file. The file will be removed and you will go back to the File manager.

Delete multiple files

1. Check the boxes next to the files you want to delete. When more than one checkbox is selected, the blue bulk actions bar appears.
2. Open the Actions menu from within the bulk actions bar.
3. Select Delete. A confirmation window will appear.
4. Select Delete to permanently delete the files. The files will be removed and you will go back to the File manager.
   
   

Search

There are several ways to find items in the File manager.

Search

1. Enter your query into the Search bar, located at the top of the screen.
2. Press Enter/Return on your keyboard, or select the magnifying glass icon ( ). Files and folders that match your search criteria will appear below.

Filters

Use the Imported by or Status filters to find files that match your query.

Sort a column

Sort columns in ascending or descending order by selecting the column header. The darker triangle indicates the sort order.

Add files to an analysis from the File manager

1. On the Data page, go to the analysis you want to add files to and select Browse in line with the appropriate row.
2. Select Browse file manager from the menu. A selection window will appear.
3. Select the file you want to use from the list.
4. When you are satisfied, Import the file. The file will load into the given analysis, and you will be prompted to Continue to import process.
   
   

Additional actions

If the file you want to import contains multiple sheets of data, the File manager allows you to split the required sheets out from the original file, then merge the sheets into a new file with all of the required data appearing on the new file's first sheet.

Anything else on your mind? Chat with us or submit a request for further assistance.