Shared Files

required permissions in order to view and download shared files, users must be assigned to a role with the proper permissions in the applicable domain/category— , parlor, feed, or general alternatively, they can have file management permission, which grants them the ability to view, download, add, and delete shared files in any domain/category because of this, file management permission should be granted carefully see edit dairy user permissions docid\ dgkijjmfdmpdvwgygh p2 and manage dairy roles docid\ tklz3 romklipe8l rfi6 for more information the shared files feature allows you to store important, related files in a convenient location, providing easy access to information such as data, parlor activity, and so forth shared files can be in any commonly used format (for example, xls, doc, or pdf) plus, adding and downloading files is secure—every downloaded file is automatically scanned for security threats and every uploaded file identifies the user who added it you can find this feature under the dairy menu docid\ t93yu 9puoivxmgypo5g view shared files on the shared files page, you can view a list of all the shared files in your you can download the latest version of the file directly on the page, or you can download any past version of the file from the shared file's side panel shared file tabs click on the tab for the type of shared files you want to display the shared files page displays uploaded files in four different domains/categories , feed, parlor, and general (i e , files not associated with , feed, or parlor data) add new file you can add (i e , upload) new shared files so that they appear in the shared files page learn more in add shared files docid\ fcmsw1yxwms5crbqbx9gj view rows per page select an option to change how many records are displayed on the page, and click the navigation options to jump to a specific page filename the actual name of the file, along with its file type extension shared files can be in one the following file formats—pdf, csv, xls, xlsx, doc, docx, ppt, or pptx click the column title to sort the files by file name title the name of the shared file file date the day that the file was uploaded (this is the default display for this column, unless it is overridden by a different value from the upload source ) click the column title to sort the files by file date file size the size of the file you can sort all the files by file size click the column title to sort the files by file size responsible the name of the user who last uploaded or updated the file download status downloaded shared files are automatically scanned for security threats the download status of a file displays as an icon at the far right of the file's row, and will be one of the following pending the file is waiting to be scanned quarantine the file being scanned for security risks ok the file is ready to download click the button to download the file infected the file is infected and you may want to delete it note shared files that are in infected, pending, or quarantine status cannot be downloaded also, any file that is determined to be infected should be deleted see download shared files docid\ fcmsw1yxwms5crbqbx9gj to learn more about downloading shared files view more details click a to open the side panel and view additional details details for the shared file include a list of past file versions, the dates they were uploaded, and by whom you can download or delete any existing version of the file, or you can upload a new version of the file from this side panel in the side panel, you can use the left and right arrow keys on your keyboard to step through side panels for the next/previous in the list to close the side panel, click the x button in the top right corner or press the esc key add shared files you can add (i e , upload) new shared files so that they appear in the shared files page guidelines for adding shared files when adding a new shared file, keep these points in mind files can be added in any of the four categories (general, , feed, or parlor) files must be in one of the acceptable file formats xls, pdf, doc, ppt or csv files cannot exceed 10 mb add a new shared file to add a new shared file, go to the category where you want to upload the file (general, , feed, or parlor), then click add new \[category] file drag and drop the file into the add new file window or click browse to select the file you want to upload enter a user friendly title for the shared report, then click add to finish adding your shared file add new versions of existing files to upload a new version of a shared file that has already been uploaded, select the file to open its side panel, then click upload a new version of this file from there, the procedure is the same as adding a new shared file (above) download shared files guidelines for downloading shared files downloaded shared files are automatically scanned for security threats the download status of a file displays as an icon at the far right of the file's row, and will be one of the following pending the file is waiting to be scanned quarantine the file being scanned for security risks ok the file is ready to download click the button to download the file infected the file is infected and you may want to delete it note shared files that are in infected, pending, or quarantine status cannot be downloaded also, any file that is determined to be infected should be deleted to download the most current version of a file from the shared file page, click the download icon at the right side of the file's row alternatively, you can first open the file's side panel and then click the download shared file button to download a past version of a shared file, open the file's side panel, locate the applicable past version of the file in the file history section, and then click the download icon delete shared files you can delete shared files so that they no longer appear in the shared files page delete current file version to delete a current version of a file from the shared files page, click on the file to open its side panel click the delete button and in the confirmation window, click yes delete prior file version to delete a prior version of a file, click on the file to open its side panel click the delete button for the applicable version of the file under file history, then click yes in the confirmation pop up window < return to dairy overview docid\ ys6i uypjol62yhajm1ei