Work with files

Once your files are in File Bank, the file list is where you find and manage them. Most actions work on one item from its ⋮ menu, or on several at once from the toolbar.

The file list

When you open a folder, the file list shows its project folders first, then its files, sorted by name. Survey folders show the newest files first.

Column	What it shows
(checkbox)	Tick to select the item.
Icon	The file type, or a folder icon for project folders.
File Name	The file or project folder name.
Status	The transcription status. Only shown in Transcript folders. See Transcription status.
Created	When the file was uploaded.
Expires	The file’s expiry date, or Never. See Expiry dates.
Size	The file size.
Created By	Who uploaded the file.
Last Modified By	Who last changed the file.
Last Updated	When the file was last changed.

You can sort, filter and resize the columns, and page through long lists.

Click a project folder’s row to open it.

Row actions

Click ⋮ (Actions) on a row to see what you can do with that item. You’ll only see the options you have access to.

Action	What it does
Rename	Rename a file and change its expiry date, or rename a project folder.
Edit	Change the item’s tags. For recordings in a Transcript folder, also change the date, speakers and moderator. See Tag files and folders.
Delete	Delete the item.
Download	Download the file. Files only.
Open file location	Go to the folder the item is in. Only shown in search results.

Search for files

Click Search - It’s in the toolbar.
Type part of a name - The list shows matching files and project folders from the folder you’re in and every project folder inside it. It isn’t case sensitive.
Go to a result’s folder (optional) - Results from project folders show their path, such as “Interviews > Week 1 > recording.mp3”. Choose Open file location from the row’s ⋮ menu to go there.
Close the search - Clear the search box to see the whole folder again.

Search only looks at names, not what’s inside the files. To narrow the list by tag, use Filter Tags.

Select items

Tick the checkbox on each row you want.
Click Select All in the toolbar to select everything in the list. You’ll see how many items are selected. Click Deselect All to clear them.

Once something is selected, Download and Delete appear in the toolbar, and Move selected items here appears in the folder menus.

Download files

One file: choose Download from the row’s ⋮ menu. You’ll see “Your file will download shortly”, then “Download complete!”.
Several files or project folders: select them and click Download in the toolbar. File Bank downloads them as a single zip file named after the folder you’re in.

Rename a file or change its expiry date

Choose Rename - From the file’s ⋮ menu.
Change the name - The name includes the file extension, such as “.pdf”. Keep it so the file still opens correctly.
Change the expiry date (optional) - Tick or untick Should File Expire?, and choose a new date if you need one.
Click SAVE

Move files and folders

You can move files and project folders into another folder using the folder tree.

Select the items - In the file list, tick the files and project folders you want to move.
Open the destination’s menu - In the folder tree, hover over the folder you want to move them to and click ⋮.
Click Move selected items here - It only appears if you can edit both folders and the move makes sense. For example, you can’t move a project folder into itself or into one of its own project folders, or move items into the folder they’re already in.
Confirm - Click YES.

You can’t move items into the top level of a Transcript folder.

Delete files and folders

One item: choose Delete from the row’s ⋮ menu and click YES.
Several items: select them, click Delete in the toolbar, then click YES in the Delete Files message. You’ll see “The selected items were deleted successfully.”

If something goes wrong, you’ll see Error Deleting Files with the reason, and “The operation has been aborted.”

Image thumbnails

The Icon column usually shows a standard icon for each file type. To see previews of your images instead, click Load image thumbnails in the toolbar.

Thumbnails load for JPEG and PNG images under 10 MB. Other files keep their standard icon.

Frequently asked questions

Why don’t I see Rename, Edit or Delete?

You need to be able to edit the folder. Files in Survey folders and in a Transcript folder’s Transcriptions folders can’t be renamed or edited.

Why didn’t search find my file?

Search only looks in the folder you’re in and the project folders inside it. Open the File Bank folder at the top of the tree to search all of it.

Can I preview a file without downloading it?

No. Only JPEG and PNG images can be previewed, as thumbnails in the list. Download a file to open it.