Company Drive

The 'Company Drive' in the files repository serves to securely store and share mission-critical and sensitive files, including proprietary plans, contracts, and other confidential documents. Access is limited to your company level so that the files can only be shared among the project team members within your organization.

• The drive allows users to create folder tree structures with root, branch, and subfolders for efficient organization of files as deemed fit.
• The folder and subfolders can be set up with access restrictions to allow only selected project team members from your company.
• Users can also enter comments, if any, related to the files in the drive.

The 'Company Drive' screen

• Ensure that you are in the files repository screen of the project management console. If not,
  • Open the project management console
  • Click the app launcher and select 'Project'
  • Select 'Drive' from the options on the left
• Select the drive with your company name as the label to open the 'Company Drive'

The table shows the hierarchical list of folders in your company drive. The 'Default View' shows all columns in the table. You can remove the columns you do not want to see from the table and save it as your custom view. See Customize Columns in List Views and Manage Custom List Views to learn more. 

• File Name - The label of the folder, subfolder or the file
• Created Date - The date on which the folder or file was added to the drive
• Last Updated - The date on which the recent change was made to the item, like renaming the item. 
• Created By - The name of the user who created the folder or uploaded the file
• Company - The company to which the user belongs. By default - your organization
• Access - The permission level of the folder/file. By default - 'Private' - meaning the item can only be shared among team members belonging to your organization
• Parent Folder - The parent folder of the item. Applies only to subfolders and files

Search and filter options:
Use the 'Search' box located at the top left to find a template using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views

See the following section to learn more about:

• Add New Folders and Subfolders
• Upload Files
• View and Download Files
• Add and view comments on files
• Rename a folder
• Set Access Permissions to Folders and Subfolders
• Remove Files and Folders
• View files in the Trash Bin

Download the File list

• Click the 'Download' button at the top-right to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Save List of Managed Items in Excel Format to learn more.