Quick Search:
The search box in the top right hand side of the WesFiles screen allows you to run a quick search for a file based on its name. Simply enter the filename and and press Enter or Return on your keyboard.
Search:
To do a more extensive search, click the downward facing triangle next to the magnifying glass and enter your search criteria. You can also click on the downward facing triangle next to Add More Search Criteria for further options. Clicking the magnifying glass starts your search.
Save Search:
Once you have conducted a search and are looking at the results, there will be a Save Search button on the right hand side of the window. When you click this, you will be asked to enter a name to remember this search. You can then recall searches and run them again by clicking on the yellow star in the top left hand side of the WesFiles window, and selecting the search you want to run again.
Save Results:
The results of a search can also be saved. Once you’ve conducted a search and are looking at the results, there will be a Save Search Results button on the right hand side of the window
Tags:
In WesFiles you can add tags (searchable keywords) to files if you have Read and Write access to the file. You can also use tags to sort your files when using Document Manager. You will have to add Tags to the list of columns that Document Manager displays, however. To tag a file, put a check in the box to the left of the file name and click the button Tag. Each word, separated by a space, is a unique tag. You can also tag multiple files at a time by checking the boxes to the left of the files you wish to tag with a common set of words. You cannot modify tags, you have to delete them, and reenter a new tag.
Comments:
You or one of your collaborators can comment on a file or folder without changing the file or altering the contents of the folder. Select the file/folder you wish to comment on and right click on it and choose Manage > Comments. Enter your comments and then save the changes. You can also delete the comments on a file by selecting the file/folder, right clicking and choose Manage > Comments and clicking the “X” next to the comment you wish to delete, or click the Delete All Comments if you wish to delete all of the comments currently listed.
Bookmarks:
Bookmarks allow you to quickly get to frequently accessed files/folders in WesFiles. You can also create bookmarks to files/folders that other users have given you permission to access. to create a bookmark select the file/folder you wish to bookmark and click the Create a Bookmark button. The bookmark icon is a yellow star in the top left corner of the window. Here you will find the bookmarks you have created, and you can add new ones, and edit or delete bookmarks.
Context Menus:
WesFiles 7 allows you to right click (CTRL click if you are a Mac user) to get to additional tools. In Document Manager, right click any of the files or folders to get to this new set of options.