Actions on the file

Historical

Document and file history

Add a folder

Click on “New Folder” from the “Create” button



To add a folder to the current folder or to the root folder, click “Add Folder” in the drop-down list in the Open Bee™ Portal “Actions” column


The following window appears:

  • Enter a name for the folder and, if desired, its description
  • Click “Add Folder” to complete the operation

Folder Name Length

The length of a folder name is limited to 255 characters. Adding a document with a longer name is possible, but the name will be truncated.

Open Bee™ Portal is ” case insensitive “, which means that it is not possible to create two folders with the same name, using a different combination of lowercase/uppercase.

Exemple : « Factures » et « factures».

Add a document

Click on “Add Files” from the “Create” button “Actions“

The following window appears:

  • Fill in the name and description of the document
  • Click on “Browse....”
  • Select the file you want to add
  • Choose the document type (default or other)
  • Click on “Add Document”
  • The confirmation message: “Document added successfully” appears

Supported Formats for Indexing

Le contenu des documents est indexé automatiquement par Open Bee™ Portal pour les formats suivants :
– .pdf (Pdf text)
– .doc, .docx (Word)
– .xls, .xlsx, .csv (Excel)
– .pptx (Présentation Power Point 2007)
– .txt (Document texte)
– .rtf (Rich Text Format)
– .odt, .ods, .odp, .odg (Open Office)

Name Length

The length of a document’s name is limited to 255 characters. Adding a document with a longer name is possible, but the name will be truncated.

Copy a folder

To access this option:

  • Position yourself in the folder.
  • Click on ” Actions “
  • Click on “Edit“
  • Click “Copy” from the drop-down menu

Edit a folder

You can edit a folder (if you have the rights).


To do this:

  • Click on the drop-down menu (below the ” Action ” column)
  • Click on “Edit“
  • Click on “Edit“
  • Make the changes
  • Click “Save ” to complete the operation

Delete a folder

Subscribing to a file

Hide folders

This feature allows you to hide folders in Open Bee™ Portal.

These will no longer appear by default in the tree view and in searches.

It is possible to display these items again at any time.

To do this:

  • Choose your file
  • Hover your cursor over ” Actions”
  • Click on ” Advanced”
  • Click on “Hide Folder“
  • Click “Confirm”

Show Hidden Items

To do this:

  • Just check the icon to show the hidden items

Reveal Selected Items

This feature also allows you to show hidden items

  • Select the document,
  • Click on “Selected Actions“
  • Click “Reveal Selected Items” from the drop-down list.
  • Click “Confirm“

A confirmation message appears.

Properties of a folder

This action on the folder allows you to view all the properties related to the folder, namely:

  • The Creator
  • The date of creation
  • Date modified
  • The number of documents
  • The number of subfolders
  • The size of the documents

To access the properties window, simply

  • Click on “Actions“
  • Click on ” Advanced”
  • Click on “Properties“

Share a folder

Share documents and folders

Add to Favorites

Favorites management

Add a reminder

Reminders about documents and files

Add a comment

Comments on documents and files

Manage Permissions

Access permissions