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XTRF Home Portal Modules

Files card

Use this card to manage project files: manually uploaded documents and links to external resources.

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In the Files card, you can:

  • add files or file links to the project. For details, see the Add files to a Smart project guide.

  • filter the files. Click the Filters.png icon and use the filters that are displayed above the files list.

  • change how many files are displayed. Click the Configuration1.png icon and then select the required number.

  • enable or disable Automatic CAT Analyses and Automatic Files Delivery automations. For details, see the Configure the Automatic CAT Analyses and Configure the Automatic Files Delivery guides.

  • perform several file actions. Select the box(es) in the first column and open the File Actions dropdown menu. The list of available actions will depend on the status of the related jobs. For example, you cannot edit the properties of files that are shared with the jobs with Ready or Canceled status.

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    From the File Actions menu, you can:

    • Send Files to Client in a ZIP package. The E-mail Test popup window is displayed. In it, you can edit the message to the client and attach additional files. To send all the files, deselect all the checkboxes and click the Send All Files to Client button that is displayed in the menu.

    • Share file(s) with jobs. The Share … with Jobs popup window is displayed. In it, you can select jobs to share the file with and the file category.

      45_-_Files_Card_-_Share_CAT_analysis.png

    • Stop sharing file(s) with jobs. The Stop Sharing… with Jobs popup window is displayed. In it, you can select jobs with which you want to stop sharing the file.

    • Edit Properties. The Edit Properties for …popup window is displayed. In it, you can change the file’s category and languages.

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    • download the selected files.

    • delete the selected files.