JAVLN Officetech User Guide: File Action Functions

File Action Functions

The File Action functions are located at the top of the File View window.

Copy To 

The Copy To file function allows you to copy files into another location in JAVLN Officetech.

To Copy a file or files:

1. Highlight the file(s) in the File List
2. Select Copy To
3. Navigate to the target destination in the File Browser window
4. Click Select to complete the copy

Move To

The Move file function allows you to move files into another location in JAVLN Officetech. 

To Move a file or files:

1. Highlight the file(s) in the File List
2. Select Move
3. Navigate to the target destination in the File Browser window
4. Click Select to complete the move

Delete

The Delete file function allows you to delete files from JAVLN Officetech. Files can only be deleted if you have the required User Permission to do so. 

To delete a file or files:

1. Highlight the file(s) in the File List
2. Select the Delete icon
3. Enter a brief explanation as to why you are deleting in the Reason for Deleting field (this explanation must be at least 10 characters long)
4. Click Delete

Export

The Export file function allows you to export files from JAVLN Officetech to a Windows folder or USB. 

To export a file or files:

1. Highlight the file(s) in the File List
2. Select Export which will open your Windows Explorer Drive allowing you to select the location you want to export your files to
3. Click Select Folder

New Email  

To attach a file to an email from the JAVLN Officetech file view, select the file and click the New Email icon

Note: The first time you perform this, a new window will appear asking to select Outlook as default application. Select OK for Outlook default.

• To add additional files to the email, click thebutton to add additional files from other JAVLN Officetech locations

• Too remove file from the email, click thebutton to remove the selected file(s) from the new email

• Click the Browse button to select an email template to attach your files to

• Click Create Email

This will generate the Outlook email window, with the attachment, from where you will populate the email details and send. Outlook will send your email.

Send To Task

The Send To Task action allows you to attach an existing file or files to a task. When you select the Send To Task action you have the option of attaching files to either a New or an Existing task.

1. If you select New Task, it will generate a new task window with the selected file(s) attached:

2. If you select Existing Task, it will open the window and display all existing Tasks for that Client.

To attach your file to an existing Task, select the Task and click Attach.

If the Task you want to attach your file to has not yet been created, you can still create a new Task from this window by selecting Create Task. 

If you don’t want to open the Task after attaching your file, untick theoption in the Existing Task window. If this option is ticked, your Task will open in a new tab after selecting Attach.