The Document Action Bar is located at the top of DynaFile’s interface. From here, you will be able to: Upload, add Metadata, Edit, Download, Change States, and Share documents.
Upload
- Upload allows you to upload electronic documents into the system.
Note: You can only utilize the Upload feature when you are in your “Pending” or “Auto-Barcode Processing” Document State.
Edit
- Edit — Allows you to open the selected document in either the Full Page or Gallery editing window where you can rearrange pages, split, or rotate documents.
Change State
- Change State — Documents in Pending or Registered State can be moved to Deleted State, or to another Pending State based on the user’s access.
Share
- Share
- Email/Link — You can share documents by creating a Public or Private Link and email it to one or more recipients.
- Access — allows you to grant document access to specific users and/or groups within your DynaFile site.
Download
- Download the selected document(s) to your computer.