File Management Actions

Once a file has been uploaded to ScreenDragon, the following actions can be performed. 

1. Navigate to the Actions Icon next to the file you uploaded.
   
2. Choose from any of the following options. 

Open

• Allows users to annotate images and review previous versions.

Download

• Download the selected file directly to your computer's hard drive.
  

Edit

• Modify file metadata, including:
  • Name: The designated identifier or title of the file, used to easily recognize and differentiate it from other files within the system.
  • Description: A summary or detailed explanation of the file's content, purpose, or relevant information to help users understand its context and usage.
  • Publish date: The file is officially made available or accessible within the system, indicating when it was published for users.
  • Expiry date: The date after which the file is no longer available or valid, used to control its accessibility or visibility within the system automatically.
  • Block download: A setting determining whether users can download the file. If enabled, the file can be downloaded; if disabled, the download option is restricted.

• Attached metadata: allows users to input, view, and modify associated metadata for a file. Metadata includes additional descriptive information that enhances file organization, searchability, and management within the system. 
• Email Notification: Toggle this to enable email notifications to send to users. 
  Enter the email and contact information for the individual you are notifying. Then click Send.
  
• Save changes to update the file's attributes.

Cut

• Remove the file from its current location and store it in the clipboard for pasting elsewhere within the system.

Copy

• Copy the file to the clipboard for pasting in a different location within the system.

Delete

• Permanently remove the file from the system.

File Share

• Generate a direct URL link to the asset.
  
• Click the Email option to send the link via email. This opens the default email application with a draft containing the link.
  
• Clicking the link will launch the system and navigate directly to the associated asset.

Check Out

• Download the file to the user's local machine.
• Lock the file to prevent others from editing during modifications.
• Enables desktop editing of the file.

Check In / Cancel Check Out

• After checking out, the Check In and Cancel Check Out buttons become available.
• Check In:
  • Prompts the user to upload an updated version of the file.
  • Replaces the existing version in the system.

• Cancel Check Out:
  • Reverts the file to its original state without saving changes made during checkout.

Version Control

ScreenDragon provides robust asset version management:

• Check-In Types:
  • Minor Version: Incremented from a version such as 1.1 to 1.2.
  • Major Version: Incremented from 1.1 to 2.0.
• Viewing Version History:
  • Access previous versions via the File History tab when opening a file.