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Viewing files tab in side panel

The right-hand tab within MFT Side Panel, Your Files, is where you can access and manage all files stored in MFT.

  • Navigate within your file system by double-clicking on folders and using the folder path above the folder tree.

Right-click on any file or folder within Your Files to see the various actions that can be performed.

Read about actions that can be performed in Your Files below:
File and Folder Actions

This section explains multiple actions you can perform within the Your Files tab of MFT Side Panel by right-clicking on a file or folder.

Send Files/Folders

Procedure

  1. Right-click files/folders and click Send.
    Outlook will automatically compose a MFT Email with your selected attachments.
  1. Fill in the additional details of your email and click the send button.
    To learn more about sending a MFT Email in Outlook, refer to Sending MFT Email

Example of MFT Email:

Open Files or Folders

There are two ways to open files directly from the MFT Side Panel.

Each method automatically saves the file in the Downloads folder and opens it in the appropriate application on your desktop.

  1. Double-click on an individual file.
  2. Or, right-click a file and click Open.

Save and Save As for Files or Folders

  • Save: To download files or folders directly to the Downloads folder on your desktop, right-click a file or folder, then click Save.
  • Save As: To choose a specific folder on your desktop to download files or folders, right-click a file or folder and then click Save As.

Procedure

  1. Clicking on Copy Public Link from your files in the Outlook Side Panel creates a public link directly to the file.
  1. That link can be pasted directly into a Microsoft Application as a self-contained hyperlink.

Share Files or Folders

Share allows the user to create a direct link to a file or folder on the MFT server.

Sharing a File

Procedure

  1. Right-click on a file and select Share.
  1. A pop-up window opens with the option to create a Public link or Protected link requiring registration.

Sharing a Folder

Share also allows users to share a folder, but only to site users with permissions to access the folder.

Upload Files/Folders

To add Outlook emails, files, or folders to the MFT Side Panel, there are two options:

note

All Outlook emails added to MFT via the MFT Side Panel is automatically saved in the Outlook Message Format.

Drag and Drop

To drag and drop Outlook emails, files, or folders to your MFT file system using MFT Side Panel.

Procedure

  1. Select the files, folders, or emails you want to upload to MFT and drag them to any folder within the Your Files tab.
  2. Dragging and dropping content to the side panel will trigger the MFT Transfer Manager to upload the files to the MFT server.
  3. Once the files are finished transferring, they will auto-populate in the folder where you dropped them.

Below is an example of dragging and dropping an Outlook email to MFT Side Panel.

Manual Upload

Procedure

  1. Right-click a folder (or anywhere within a folder) and click either Upload Files or Upload Folders.
  1. An Explorer window will open for you to navigate to the file(s) or folder you want to upload to the MFT server.

Publish

Use the Publishing feature to make a file available for download via a Published page.

note
  • You must be a user in the Publishing Users group to get access to this function.
  • Once you have submitted your file for publishing, a user belonging to the Publishing Administrators group will need to approve the publishing of the file.

Procedure

  1. Right-click on the file and select Publish from the menu.
  1. A Send Publishing Request window will appear, select the Collection that the file is to be published under.

Move Files or Folders in Side Panel

Procedure

  1. Right-click a file/folder and click Move.

  2. The Move Folders and Files window opens. Navigate the folder tree and select the new location to which you want to move files or folders.

  3. After selecting the folder, click Move at the bottom of the window.

Rename Files or Folders

Procedure

  1. Right-click a file/folder and click Rename.
  1. Type in the new name and then press Enter.

 

Delete Files or Folders

note

All files and folders deleted from within folders in MFT Side Panel will be permanently deleted from the MFT server. You will be asked to confirm if you want to permanently delete files/folders every time you attempt a deletion.

Right-click a file/folder and click Delete to delete files/folders from MFT Side Panel.

Versions

If your MFT site has versioning enabled, a Versions option appears when selecting a file that has been versioned.

Right-click on Versions and the Properties window will open. From this view, you can restore previous versions or download previous versions.

View Properties and Activity Stream

You can view the Properties and Activity Stream details of files/folders.

Procedure

  1. Right-click the file or folder and click either Properties or Activity Stream.
  2. A window opens with four tabs for properties: General, Activity Stream, Publishing, Versions (if versioning is enabled and the file has versions).

Properties

The General tab displays multiple properties about files or folders, such as file type, location on the MFT server, size, date created, author, and when it was last modified.

Activity Stream

The Activity Stream tab displays what operations have been performed on a particular file or folder, such as internal uploads, downloads, transfers, deletions, etc. Each operation shows the user who performed the action, the date and time, and the IP Address used.

Create new folder

Procedure

  1. Right-click within a folder and select Create new Folder....
  1. The Create New Folder window opens. Fill in the name and description of the folder you want to create and click OK.

Refresh folder

Right-click a folder and click Refresh to refresh a folder with the latest updates.

Locate Outlook Email Attachments Sent with MFT

Whenever you send file attachments via the MFT for Outlook add-in, the file attachments are automatically stored in your MFT Outbox folder. They are organized by the date they were sent.

Procedure

  1. You can access the Outbox folder directly in the MFT Side Panel in Outlook.

  1. Subfolders by month contain subfolders by day.

  2. Once you know what day an email was sent with MFT, you can select the month's folder and then access that day's folder.
    The "day" folder will contain folders with the email subject for every email sent out.
    For example:

  1. When you have located the sent attachments, you can right-click any file and click Open or Save As to download a copy of the file and view its contents.
    You also have the option to perform the actions already covered in File and Folder Actions.

You can also access your Outbox folder from MFT Web, MFT Explorer, and MFT mobile apps to locate the files you have sent with the MFT for Outlook add-in.

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