File Actions

Learn about all the actions available for managing files within your portals.

Accessing File Actions

Selecting a File

Click the checkbox to select a file. A selection banner appears with quick actions:

File Actions Menu

Hover over a file and click the more actions button (⋮) to see all available options:

There are two ways to access file actions:

Action Menu (Three Dots)

1. Hover over any file in the file list
2. Click the three-dot menu icon (⋮)
3. Select an action from the dropdown

Right-Click Context Menu

Right-click on any file to open the context menu with all available actions.

Available Actions

Download

Downloads the file to your computer.

How to use:

1. Click the file's action menu
2. Select Download
3. File saves to your downloads folder

For multiple files, select them first, then use the bulk download option.

Rename

Change the file's name while keeping its extension.

How to use:

1. Click the file's action menu
2. Select Rename
3. Enter the new name
4. Click Save

note

Renaming a file does not affect any signature requests associated with it.

Move

Move the file to a different folder within the portal.

How to use:

1. Click the file's action menu
2. Select Move
3. Choose the destination folder
4. Click Move

Copy Link

Get a shareable link to the file.

How to use:

1. Click the file's action menu
2. Select Copy Link
3. Link is copied to clipboard

info

Link recipients must have portal access to view the file.

Mark as Read

Mark a file as read to remove the "Unread" indicator.

How to use:

1. Click the file's action menu
2. Select Mark as Read

Files are automatically marked as read when you open them for preview.

PDF-Specific Actions

These actions are available only for PDF files:

Send for Signature (Beta)

Initiate a signature request for the PDF document.

Requirements:

• File must be a PDF
• You must have signature permissions
• Currently in Beta - available to internal beta users only

How to use:

1. Click the PDF's action menu
2. Select Send for Signature
3. Follow the signature workflow

Test Sign & Return (Beta)

Preview how the signing experience will look for recipients.

Requirements:

• File must be a PDF with signature fields
• You must be an admin or have manage permissions
• Currently in Beta - available to internal beta users only

How to use:

1. Click the PDF's action menu
2. Select Test Sign & Return
3. Simulate the signing experience
4. No changes are saved

Destructive Actions

Delete

Permanently remove a file from the portal.

How to use:

1. Click the file's action menu
2. Select Delete
3. Confirm the deletion

warning

Deleted files cannot be recovered. This also cancels any pending signature requests.

Bulk Actions

Selecting Multiple Files

• Click + Drag - Draw a selection box around files
• Ctrl/Cmd + Click - Select individual files
• Shift + Click - Select a range of files
• Select All - Use the checkbox in the header

Available Bulk Actions

When multiple files are selected:

Action	Description
Download	Downloads all selected as ZIP
Move	Moves all to a destination folder
Delete	Deletes all selected files

File Uploads

Upload Button

Click the Upload button in the toolbar to:

• Select files from your computer
• Upload multiple files at once

Drag and Drop

Simply drag files from your computer and drop them:

• Onto the file list area
• Into a specific folder

Upload Progress

During upload:

• Progress bar shows completion percentage
• Cancel button available
• Files appear immediately after completion

Permission-Based Actions

Available actions depend on your permissions:

Permission	Actions Available
View Only	Download, Copy Link
Upload	+ Upload files
Rename	+ Rename, Move
Delete	+ Delete
Manage	+ All administrative actions

Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts:

Shortcut	Action
Delete	Delete selected files
Enter	Open/preview selected file
Ctrl+A	Select all files
Escape	Deselect all

Related Topics

• Managing Files - File management overview
• Sending for Signature - Signature workflow
• Portal Permissions - Understanding permissions