SERENESTUDIO

Uploading and Organizing Files

This article covers the upload workflow and folder management.

Uploading files

  1. Select Files in the sidebar.
  2. Open the folder where you want to store the file.
  3. On the Home tab, select Upload, or drag and drop files directly onto the file pane.
  4. If using the button: your computer’s file dialog opens. Select one or more files and confirm.

A status line shows upload progress. When the uploads finish, the files appear in the list.

Drag and drop: Drag files from your desktop or file manager onto the file pane. A “Drop to upload” outline appears. Multiple files can be dragged at once.

Several files upload one at a time. If a file cannot be uploaded (for example, because your storage limit is reached), the message names that file, and the other files in the batch continue uploading. Files over 25 MB show a percentage and a Cancel button while they upload.

The Upload button is unavailable in a shared folder that is read-only for you.

Uploading a folder

  1. Open the folder where you want to store the new folder.
  2. On the Home tab, select Upload folder, and choose a folder on your computer.
  3. Serene Studio shows what it found, and asks what to do with any file that already exists in the destination: Keep both, Replace, or Skip.
  4. Confirm. Progress shows in a panel with the number of files and the amount uploaded, and the panel reports Upload complete when it is done.

The folder keeps its structure, with its subfolders and files. One upload can hold up to 10,000 files. If a folder holds more, upload its subfolders separately. If you close the tab before an upload finishes, Studio offers a Resume button the next time you open Files. If it cannot continue by itself, the button reads Choose the folder again.

Upload folder is unavailable in a shared folder that is read-only for you, and browsers that cannot pick a folder do not show it.

Creating a folder

  1. Open the folder where you want the new folder.
  2. On the Home tab, select New folder.
  3. Enter a Folder name and select Create.

The new folder appears in the file pane.

Renaming a folder or file

  1. Select the item (see “Selecting items” below).
  2. On the File tab, select Rename, or right-click the item and choose Rename.
  3. Enter the New name and confirm. When you rename a file, its extension is shown beside the box and stays the same.

Moving files and folders

  1. Select the files you want to move (see “Selecting items” below).
  2. On the File tab, open Move, or right-click and choose Move to folder.
  3. Choose the destination from the list of folders. Choose Root to move files back to the top level.

You can move several files at once by selecting more than one before choosing Move. Only files can be moved this way; folders cannot.

Deleting files and folders

  1. Select one or more items (see “Selecting items” below).
  2. On the File tab, select Delete, or right-click and choose Delete.
  3. Confirm the deletion.

Deleting a folder deletes everything inside it. Deleted files and folders are not gone right away: they move to Recently deleted, where you can restore them for 180 days (see below). A file that is locked for an eSign document cannot be deleted, and a folder that contains one cannot be fully deleted until that document is managed in eSign.

Restoring deleted files and folders

In Files, open Recently deleted in the left panel, under Recovery. It lists files and folders you deleted, with the date each was deleted and the date it is kept until. Items stay there for 180 days, then they are removed for good.

  • Select Restore on a row to put the file or folder back in Files.
  • Select Delete forever to remove it now. This is for the owner of the item, and you are asked to confirm first.

The list shows files and folders that you own or that you deleted.

Selecting items

To act on a file or folder, select it first. Turn on Select on the Home tab to show a checkbox on every row, or right-click an item. When something is selected, the File tab at the top of the page shows the actions available for it: Open, Open in editor, Download, Share, Send for signature, Move, Rename, Delete, Details, Discuss, and Save as template. An action that does not apply to the selection (for example, Move for a folder) is unavailable.

Next steps