3.0 Private Files (Briefcase)

Your Briefcase is a convenient place to upload files to a remote location for future downloads. You may access your Briefcase from any location having an internet connection. The Briefcase is not intended to be a backup of your system or files. The files in the Personal Briefcase are only available to the person who uploaded them. The files uploaded to the Shared Briefcase are available to all staff members with Partner Rights.

Click the Personal or Shared Briefcase quick tile on the Dashboard or select Files > Private Files (Briefcase) from the left menu to access existing files or upload new files to either your Personal Briefcase or the Shared Briefcase. 

Adding Files to Personal and Shared Briefcases

1. Click on the blue Menu icon .
2. Click Upload files to Personal Briefcase or Upload files to Shared Briefcase from the menu.
   
   
   
   
3. Enter the file name in the Title field.
4. Select a Category. The default is General Documents. Additional categories may be created. 
5. Enter comments or notes in the Description field.
6. Click in the gray box to browse to the file location and select the files you want to upload or drag and drop the desired files into the same gray box. Multiple files can be uploaded at one time.
7. Click the blue Upload button.
    
   
   
   
8. A Document Confirmation will display after you have clicked Submit. Click the Print icon at the top for a print-friendly page.
   
   
9. After documents are uploaded to your Briefcases, the Briefcase categories will display. The number of files in the Personal and Shared briefcases will be displayed below each of the categories.
10. Use the expand or collapse arrows to the far right of the category to access the files.
    
    
11. If any files were uploaded in previous years, click on the link to each year. The links to the files will display under the Title column heading to view, download, or delete.
    
    

Create and Edit Briefcase Categories

Categories (folders) can be created or edited for your Briefcase files. 

1. Click on the blue Menu icon .
2. Click on Create/Edit Briefcase Categories from the menu.
   
   
   
   
3. This will take you to the Briefcase Categories tab on the Paperless Config page. Click on the Create Briefcase Category button.
   
   
4. Enter a category name in the Title field.
5. Enter a Default Path, if desired. 
6. Enter the display Order using a number greater than zero.
7. Click the blue Save button.
   
   
   
   
8. The Edit/Delete buttons will display when hovering to the far right of each Category.
   
   
9. Click the Edit button to make the desired changes. Click the blue Update button.
   
   
10. To delete, check the box to the left of the Briefcase Category and click on the Delete icon 
    

Searching Briefcase Files

You may use the Search filter to locate your files within the Personal and Shared Briefcases.

1. Click the Show Filter arrow at the top right corner of the Briefcase Files page.  
2. Enter the Title or File Name and click on the blue Search button. The Briefcase Category (folder) in which it is located will display. 
   
   
3. Click the Hide Filter arrow to close the Filters.
4. To clear the Search, click the Clear Filter icon in the right corner of the Filters section. All Briefcase Categories will then be displayed.