Getting started with File Bank
File Bank is where your files live in HumanListening. Upload documents, images, spreadsheets, audio and video, organize them into folders, tag them, and share them with the people who need them.
It also connects to the rest of the platform. Data Wrangler exports can be saved to File Bank, Dashboard Publisher can embed HTML files from it, and survey respondents’ uploads land in it. If transcription is turned on for your account, File Bank can also transcribe interview and focus group recordings so you can analyze them in Text Explorer.
How it works
Section titled “How it works”- Create a File Bank folder - Choose the type of folder you need: Standard, Public or Transcript. See Folders.
- Add project folders - Organize the folder with subfolders.
- Upload your files - Drag and drop files or whole folders, and tag them as you go. See Upload files.
- Find and manage files - Search, filter by tag, download, rename and move files. See Work with files.
- Share - Give other people access to a folder or a project folder. See Share a folder.
- Analyze transcripts - In a Transcript folder, generate a Text Exploration from your transcripts. See Transcripts.
Opening File Bank
Section titled “Opening File Bank”There are two ways in:
- Application grid: on Portal home, click the File Bank card. Depending on your screen size, you may need to scroll down to find it.
- Application quick access: click Apps in the header bar, then choose File Bank in the quick access dialog.
If you’re new to the Portal and File Bank is one of your apps, you may also see a Store Files card (“Upload transcripts & files”) on Portal home. Click Let’s Go! to open File Bank.
Your File Bank folders are also listed on Portal home with the rest of your content, as the File Bank content type. Click one to open it straight in File Bank. Searching, filtering, tagging and pinning work the same way as for other content. See Find & organize content.
Folder types
Section titled “Folder types”Every File Bank folder has a type, which decides what it’s for and what you can do in it. The icon next to the folder in the folder tree shows its type.
| Type | Icon | What it’s for |
|---|---|---|
| Standard Folder | Folder | Storing and sharing regular content. |
| Public Folder | Globe | Storing media for presentation in surveys, such as images. |
| Transcript Folder | Headphones | Uploading interview and focus group recordings to be transcribed and analyzed. Only available if transcription is turned on for your account. |
| Survey folder | Poll | Files that respondents upload through a FileBank Upload question. Created for you when you publish the survey. You can’t create one yourself. |
The File Bank screen
Section titled “The File Bank screen”When you first open File Bank, you’ll see the File Bank home page, Welcome to File Bank!, with a tile for each type of folder you can create. Click a tile to create a folder of that type, or choose a folder in the folder tree.
The folder tree
Section titled “The folder tree”The left-hand panel lists your File Bank folders and the project folders inside them.
- Click a folder to open it. Its project folders expand underneath.
- Create New at the top creates a new File Bank folder. See Create a File Bank folder.
- Hover over a folder and click ⋮ to see what you can do with it. See Folders.
The breadcrumb at the top of the page shows where you are. Click any part of it to go back up.
The toolbar
Section titled “The toolbar”The toolbar sits above the file list. Hover over an icon to see its name. You’ll only see the icons you have access to.
| Icon | What it does |
|---|---|
| Upload File | Upload files or folders into the folder you’re in. See Upload files. |
| Add New Folder | Add a project folder. Only shown at the top level of a Transcript folder. |
| Select All / Deselect All | Select or clear every item in the list. |
| Search | Search for files and folders by name. See Search. |
| Load image thumbnails | Show small previews of JPEG and PNG images. See Image thumbnails. |
| Download | Download the selected items as a zip file. Shown when something is selected. |
| Delete | Delete the selected items. Shown when something is selected. |
Above the toolbar, Tag Manager lets you set up the folder’s tags, and Filter Tags narrows the list to tagged items. See Tags.
The file list
Section titled “The file list”The file list shows the project folders and files in the folder you’re in, with project folders first. Click a project folder to open it. See The file list for the columns.
Who can do what
Section titled “Who can do what”What you can do depends on how the folder was shared with you.
| You can… | If you… |
|---|---|
| Open the folder, see and download its files | Have access to the folder |
| Upload, rename, tag, move and delete files, add project folders, manage tags | Can edit the folder |
| Share the folder | Can share the folder |
| Delete the File Bank folder itself | Own the folder |
Project folders can be shared on their own, so you might be able to edit a project folder without being able to edit the File Bank folder it’s in.
Survey folders are managed by Survey Shaper. You can’t upload to, rename, share or delete them, or manage their tags.
Frequently asked questions
Section titled “Frequently asked questions”Why can’t I create a Transcript folder?
Transcription must be turned on for your account. Without it, the Transcripts Folder option and the Transcript Folder tile don’t appear. Reach out to your Account Manager to learn more.
Why don’t I see the Upload File icon?
You need to be able to edit the folder. You also can’t upload at the top level of a Transcript folder (add a project folder first) or into a Survey folder.
Where do survey file uploads go?
When you publish a survey with a FileBank Upload question, File Bank creates a folder named after the survey. It has a project folder for each FileBank Upload question, named after the question’s variable name. See Single response questions.
Why is there a folder ending in “Stimuli” that I didn’t create?
EVE Qual Pro creates a Public folder to hold the stimulus files you upload for a conversation. It’s named after the project, followed by “Stimuli” and an ID in brackets.
Why is there a folder starting with “CMProject_” that I didn’t create?
Case Manager creates one when you first publish a project. It holds the files your team shares in Resources on the project’s Connect tab. See Connect.
Can I save exports to File Bank?
Yes. In Data Wrangler, choose Save to FileBank on the Output step of an export. See Export data.