{"id":20235,"date":"2024-02-08T09:35:37","date_gmt":"2024-02-08T08:35:37","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/user-guide\/documents\/actions-on-the-file\/"},"modified":"2026-05-13T10:47:16","modified_gmt":"2026-05-13T08:47:16","slug":"actions-on-the-file","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/actions-on-the-file\/","title":{"rendered":"Actions on the file"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li><a href=\"#Actionssurledossier-Historique\">Historical<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Ajouterundossier\">Add a folder<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Ajouterundocument\">Add a document<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Copierundossier\">Copy a folder<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Modifierundossier\">Edit a folder<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Supprimerundossier\">Delete a folder<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Souscrire%C3%A0undossier\">Subscribing to a file<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Cacherdesdossiers\">Hide folders<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-R%C3%A9v%C3%A9lerles%C3%A9l%C3%A9mentss%C3%A9lectionn%C3%A9s\">Reveal Selected Items<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Propri%C3%A9t%C3%A9sd'undossier\">Properties of a folder<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Partagerundossier\">Share a folder<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Ajouterauxfavoris\">Add to Favorites<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Ajouterunrappel\">Add a reminder<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-Ajouteruncommentaire\">Add a comment<\/a><\/li>\n\n\n\n<li><a href=\"#Actionssurledossier-G%C3%A9rerlespermissions\">Manage Permissions<\/a><\/li>\n<\/ul>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Historique\">Historical<\/h1>\n\n<p><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/document-and-file-history\/\">Document and file history<\/a><\/p>\n\n<p id=\"Actionssurledossier-Ajouterundossier\">Add a folder  <\/p>\n\n<p>Click on &#8220;<strong>New Folder<\/strong>&#8221; from the &#8220;<strong>Create<\/strong>&#8221; button  <\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-8-translated-1.png\" alt=\"\" class=\"wp-image-16352\"\/><\/figure>\n\n<p id=\"Actionssurledossier-Ajouterundossier\"><br\/><br\/>To add a folder to the current folder or to the root folder, click &#8220;<strong>Add Folder<\/strong>&#8221; in the drop-down list in the Open Bee\u2122 Portal &#8220;<strong>Actions<\/strong>&#8221; column<\/p>\n\n<p><br\/>The following window appears:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356182-translated.jpg\" alt=\"\"\/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Enter a name for the folder and, if desired, its description<\/li>\n\n\n\n<li>Click &#8220;<strong>Add Folder<\/strong>&#8221; to complete the operation<\/li>\n<\/ul>\n\n<p>Folder Name Length<\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>The length of a folder name is limited to 255 characters. Adding a document with a longer name is possible, but the<strong> name will be truncated<\/strong>.<\/p>\n<\/blockquote>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Open Bee\u2122 Portal is &#8221; <strong>case insensitive<\/strong> &#8220;, which <strong>means that it is not possible<\/strong> to create two folders with the same name, using a different combination of lowercase\/uppercase.<\/p>\n<cite>Exemple&nbsp;: \u00ab&nbsp;Factures&nbsp;\u00bb et \u00ab&nbsp;factures\u00bb.<\/cite><\/blockquote>\n\n<p><\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Ajouterundocument\">Add a document<\/h1>\n\n<p>Click on &#8220;<strong>Add Files<\/strong>&#8221; from the &#8220;<strong>Create<\/strong>&#8221; button &#8220;<strong>Actions<\/strong>&#8220;<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-9-translated-1.png\" alt=\"\" class=\"wp-image-16353\"\/><\/figure>\n\n<p>The following window appears:<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356184-translated.jpg\" alt=\"\"\/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Fill in the name and description of the document<\/li>\n\n\n\n<li>Click on &#8220;<strong>Browse.<\/strong>.<strong>.<\/strong>.&#8221; <\/li>\n\n\n\n<li>Select the file you want to add<\/li>\n\n\n\n<li>Choose the document type (default or other)<\/li>\n\n\n\n<li>Click on &#8220;<strong>Add Document<\/strong>&#8221;  <\/li>\n\n\n\n<li>The confirmation message: &#8220;<strong>Document added successfully<\/strong>&#8221; appears<\/li>\n<\/ul>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Supported Formats for Indexing<\/strong><\/p>\n<cite>Le contenu des documents est index\u00e9 automatiquement par&nbsp;Open Bee\u2122 Portal pour les formats suivants&nbsp;:<br>&#8211; .pdf (Pdf text)<br>&#8211; .doc, .docx (Word)<br>&#8211; .xls, .xlsx, .csv (Excel)<br>&#8211; .pptx (Pr\u00e9sentation Power Point 2007)<br>&#8211; .txt (Document texte)<br>&#8211; .rtf (Rich Text Format)<br>&#8211; .odt, .ods, .odp, .odg (Open Office)<\/cite><\/blockquote>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Name Length<\/strong><\/p>\n<cite>The length of a document&#8217;s name is limited to 255 characters. Adding a document with a longer name is possible, but the<strong> name will be truncated<\/strong>.<\/cite><\/blockquote>\n\n<p><\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Copierundossier\">Copy a folder<\/h1>\n\n<p>To access this option:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Position yourself in the folder.<\/li>\n\n\n\n<li>Click on &#8221; <strong>Actions <\/strong>&#8220;<\/li>\n\n\n\n<li>Click on &#8220;<strong>Edit<\/strong>&#8220;<\/li>\n\n\n\n<li>Click &#8220;<strong>Copy<\/strong>&#8221; from the drop-down menu<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-10-translated-1.png\" alt=\"\" class=\"wp-image-16355\"\/><\/figure>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356191-translated.jpg\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Modifierundossier\">Edit a folder<\/h1>\n\n<p>You can edit a folder (if you have the rights).<\/p>\n\n<p><br\/>To do this:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Click on the drop-down menu (below the &#8221; <strong>Action <\/strong>&#8221; column)<\/li>\n\n\n\n<li>Click on &#8220;<strong>Edit<\/strong>&#8220;<\/li>\n\n\n\n<li>Click on &#8220;<strong>Edit<\/strong>&#8220;<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-11-translated-1.png\" alt=\"\" class=\"wp-image-16356\"\/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Make the changes  <\/li>\n\n\n\n<li>Click &#8220;<strong>Save <\/strong>&#8221; to complete the operation<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356193-translated.jpg\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Supprimerundossier\">Delete a folder<\/h1>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-12-translated.png\" alt=\"\" class=\"wp-image-16357\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Souscrire&#xE0;undossier\">Subscribing to a file<\/h1>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-13-translated.png\" alt=\"\" class=\"wp-image-16358\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Cacherdesdossiers\">Hide folders<\/h1>\n\n<p>This feature allows you to hide folders in Open Bee\u2122 Portal.<\/p>\n\n<p>These will no longer appear by default in the tree view and in searches.<\/p>\n\n<p>It is possible to display these items again at any time.<\/p>\n\n<p>To do this:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Choose your file<\/li>\n\n\n\n<li>Hover your cursor over &#8221; <strong>Actions&#8221;<\/strong><\/li>\n\n\n\n<li>Click on &#8221; <strong>Advanced&#8221;<\/strong><\/li>\n\n\n\n<li>Click on &#8220;<strong>Hide Folder<\/strong>&#8220;<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-14-translated-1.png\" alt=\"\" class=\"wp-image-16359\"\/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>&#8220;Confirm&#8221;<\/strong><\/li>\n<\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356201-translated.jpg\" alt=\"\"\/><\/figure>\n\n<p>Show Hidden Items<\/p>\n\n<p>To do this:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Just check the icon to show the hidden items<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-15-translated-1-1024x305.png\" alt=\"\" class=\"wp-image-16360\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-R&#xE9;v&#xE9;lerles&#xE9;l&#xE9;mentss&#xE9;lectionn&#xE9;s\">Reveal Selected Items<\/h1>\n\n<p>This feature also allows you to show hidden items<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Select the document,<\/li>\n\n\n\n<li>Click on &#8220;<strong>Selected Actions<\/strong>&#8220;<\/li>\n\n\n\n<li>Click &#8220;<strong>Reveal Selected Items<\/strong>&#8221; from the drop-down list.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-16-translated-1.png\" alt=\"\" class=\"wp-image-16361\"\/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Click &#8220;<strong>Confirm<\/strong>&#8220;<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356205-translated.jpg\" alt=\"\"\/><\/figure>\n\n<p>A confirmation message appears.<\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Propri&#xE9;t&#xE9;sd'undossier\">Properties of a folder<\/h1>\n\n<p>This action on the folder allows you to view all the properties related to the folder, namely:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>The Creator<\/li>\n\n\n\n<li>The date of creation<\/li>\n\n\n\n<li>Date modified<\/li>\n\n\n\n<li>The number of documents<\/li>\n\n\n\n<li>The number of subfolders<\/li>\n\n\n\n<li>The size of the documents<\/li>\n<\/ul>\n\n<p>To access the properties window, simply<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Click on &#8220;<strong>Actions<\/strong>&#8220;<\/li>\n\n\n\n<li>Click on &#8221; <strong>Advanced&#8221;<\/strong><\/li>\n\n\n\n<li>Click on &#8220;<strong>Properties<\/strong>&#8220;<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-17-translated.png\" alt=\"\" class=\"wp-image-16362\"\/><\/figure>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356175-translated.png\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Partagerundossier\">Share a folder<\/h1>\n\n<p><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/share-documents-and-folders\/\">Share documents and folders<\/a><\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Ajouterauxfavoris\">Add to Favorites<\/h1>\n\n<p><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/favorites-management\/\">Favorites management<\/a><\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Ajouterunrappel\">Add a reminder<\/h1>\n\n<p><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/reminders-about-documents-and-files\/\">Reminders about documents and files<\/a><\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-Ajouteruncommentaire\">Add a comment<\/h1>\n\n<p><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/comments-on-documents-and-files\/\">Comments on documents and files<\/a><\/p>\n\n<h1 class=\"wp-block-heading\" id=\"Actionssurledossier-G&#xE9;rerlespermissions\">Manage Permissions<\/h1>\n\n<p><a href=\"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/document-access-permissions\/\">Access permissions<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Historical Document and file history Add a folder Click on &#8220;New Folder&#8221; from the &#8220;Create&#8221; button To add a folder to the current folder or to the root folder, click &#8220;Add Folder&#8221; in the drop-down list in the Open Bee\u2122 Portal &#8220;Actions&#8221; column The following window appears: Folder Name Length The length of a folder [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":20169,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20235","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20235","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20235"}],"version-history":[{"count":3,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20235\/revisions"}],"predecessor-version":[{"id":38723,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20235\/revisions\/38723"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20169"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}