Welcome to our support

A. Create New File or Folder

• To create a new file, open a workspace within a record. On the top right of the table you will see a purple button "New" 

• New File
  • User can select the File Type as: Word, Excel, PowerPoint or Text File.

Then, select Create File.

• New Folder
  • User can create a folder to organize the files.

Enter the Folder Name and press Create.

You can then select which file you want to add:

• New
  • File or Folder (as explained in the previous steps)
• Upload
  • Edi provides the option to upload file directly from the user's computer.

• Drag & Drop 
  
  You can also select the file in the computer and drag it to the Files Section.
  
  
  

B. Duplicate Files

When the user imports a file that already exists, there are three options:

• Add as New
  • This would import a new copy of the file with an (1) at the file name.
• Replace
  • Substitute the file.
• Skip
  • Cancels the upload and ignores the file.