Accessing Document Options

The Document Options are accessible by using right click on various platform documents.

The Document Options page offers a centralized interface for managing platform-generated or exported documents. Users can view, rename, organize, and perform actions on various document types, including folders, linked URLs, reports, published dashboards, forms, and data agent files.

The Create option enables users to add new folders, links, and reports, and is accessible from the All Files, Recent, and Public Documents sections for seamless content creation and organization.

• Navigate to the platform homepage.

• Access either the All Files or Public Documents space.

• Click the Create option or use a right-click on the blank space.

• A context menu appears with Create New Folder, Create New Report, and Link a URL options.

  

• Choose an option to begin your folder/ document creation process on the platform.

Please note:

• This page outlines how to use the document creation options available on the All Files page.

• The Create option is also accessible from the Recent page, allowing users to initiate the creation of folders, links, or reports. However, upon successfully creating a folder, link, or report, the user is automatically redirected to the All Files page for continued document management.

• All created folders and documents are provided with organizational options to manage them effectively. These options may vary depending on the user's role and the document space in which the items reside. For example, an admin user will have access to a broader set of actions compared to a non-admin user. Likewise, documents in the All Files section typically offer more management options than those in the Shared or Public Documents sections.

Please refer to the following document-specific explanation of the attributed Options to understand them in detail:

• ​Options Assigned to a Folder​

• ​Options Assigned to a Linked URL​

• ​Options Assigned to a Report

• ​Options for a Published Dashboard​

• Options for a Published Form

• Options for a Published Datasheet

Please Note:

Certain attributive options are restricted for folders and documents accessible under the Public Documents section:

• Shared folders within Public Documents do not include the Move to, Copy, or Delete options.

• Shared items such as Reports, Linked URLs, Published Dashboards, Forms, and Datasheets do not offer the Move to or Delete options.

However, any folders or files created or copied directly within the Public Documents space are granted access to all document-specific options, similar to those available in the All Files section.