Files of any particular client, project, or expert can be viewed in the Files tab, available in each Client, Project and Expert window in Projetex.
Folders are opened in Projetex' built-in file manager. The interface of the Projetex file manager is very much like the interface of Windows Explorer with some additional options to enhance the management of your workflow files. This includes related folders and FTP access.
The Explore button: click this button to open the currently viewed folder in the Windows Explorer window.
The address bar displays the path to the currently opened folder.
The Common file options buttons can be used to perform standard operations with selected files and folders: Refresh, Cut, Copy, Paste, Delete, Upload, Download, Lock, Unlock.
The structure of the specified folder is displayed as a folder structure tree to the left. Click any of these folders to view its contents in the field to the right.
Folder creation options in different Projetex windows
Edit windows for quotes, projects, experts, jobs and so on, have an option for quick folder access - a button to the right of the folder address that opens the folder in the Projetex 3D explorer, and creates it if it does not exist yet.
Also Edit Job windows have folder access tabs for quick access to job work files. These tabs are:
Project Folder for client jobs
JA Folder for corporate jobs
PO Folder for freelance jobs
Each of these folder types has a set of related folders. Use the Related Folders drop-down list to quickly open any of them in the field to the right. The following folders can be quickly accessed from Edit Job windows:
New Client Job (Edit Client Job) — the Project folder of the host project. Related folders options:
FTP client
JA folders of corporate jobs belonging to the client job
PO folders of freelance jobs belonging to the client job
Client folder of the respective client.
New Freelance Job (Edit Freelance Job) — the PO folder of the job's purchase order. Related folders options:
Project folder of the respective project
FTP client
JA folders of corporate jobs belonging to the same Client Job
PO folders of other freelance jobs belonging to this Client Job
New Corporate Job (Edit Corporate Job) — JA folder of related job assignment. Related folders options:
Project folder of the respective project
FTP client
PO folders of freelance jobs belonging to the same Client Job
JA folders of other corporate jobs belonging to this Client Job
Two more related folder options are available in all Edit windows:
Public folder containing files accessible to all Projetex users
Local folders granting access to the host machine's entire file system
Contextual Menu
When a user right-clicks on files or folders in the Files tab, the Contextual Menu is called. It has the following options:
Open - open the file using the default application.
System Menu - calls the Windows Context Menu.
Upload - upload the selected files to the server.
Upload and Unlock - upload the selected files to the server and unlock them. Only available for locked files.
Download - download selected files to the local machine.
Lock - lock selected files.
Break Locks - unlock selected files locked by another user. It does not affect files locked by the current user.
Unlock - unlock selected files locked by the current user.
Download versions - open the File versions window to load a previous version of the selected file.
Cut/Copy/Paste - cut, copy or paste files and/or folders.
New Folder - create a new folder in the selected location.
Rename - rename a file or folder.
Delete - delete selected files or folders.
See also:
File Sharing and Synchronization