With a single click, FilesAnywhere’s Action Menu gives you access to a dynamic list of features almost anywhere.
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How to access the Action Menu
There are many ways to access your Action Menu, and we will review each.
Method 1 - Right Click
1. Log into your FilesAnywhere Account
2. Right Click next to the File or Folder
Method 2 - Mouseover & Elipsies Button
1. Log into your FilesAnywhere Account
2. Mouse over the item
3. Click on the Elipses button on the far right
Method 3 - Checkbox & Action Button
- Log into your account.
- Select the file or Folder that you want to access by clicking on the checkbox on the left
- Then Click on the Actions button that appears at the top.
Method 4 - Right Click in Left Navigation
1. Log into your FilesAnywhere account
2. Find the File or Folder in the left navigation
3. Right Click on the folder
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Action Menu Features
The Action Menu allows you to access some of FilesAnywhere's popular features with fewer clicks. The new adaptive menu offers features based on where it is accessed, your permissions, and your settings. (Note: Settings may be removed by the account Administrator)
Folder Action Menu
With the Folder Action Menu, you may have the following options.
1. Documents- See the name of the files or folder you have selected.
2. Create Folder- This allows you to create a new folder. (Note: If you have a folder selected, the New folder will be a subfolder of the selected folder.)
3. Download- Here, you can download the selected file or folder.
4. Compress and Download- Compresses your file or folder into smaller .Zip files.
5. GroupShare- Allows you quick access to setting up a GroupShare.
6. FileRecieve- Brings up the FileRecieve menu.
7. FileShare- Brings up the menu to set up a FileShare Link
8. More- A sub-menu with additional Features.
9. Copy- This will allow you to copy your file or folder to another Directory on the account. (The File remains in its original location as well)
10. Move- This will move the file or folder from its current location to the selected directory.
11. Rename- Changes the name of the selected file or folder.
12. Delete- Deletes the file or Folder from your FilesAnywhere account.
13. Properties- This Feature is available if you have a Folder Selected. It allows you to access the folder's settings and properties.
14. Direct Link to Folder- You can directly link to a specified file or folder.
15. Folder Contents Report—creates a Comma Separated Values file export that details the selected Folder's or Folder's entire contents, including filenames, subfolders, sizes, etc.
16. Tools- A sub-menu with additional features.
17. Convert Files/Folder to Zip- Allows users to convert files & folders to a ZIP.
File Action Menu
With your File Action Menu, you may have the following options.
1. Documents- See the name of the files or folder you have selected.
2. Create Folder- This allows you to create a new folder. (Note: If you have a folder selected, the New folder will be a subfolder of the selected folder.)
3. Download- Here, you can download the selected file or folder.
4. Compress and Download-Compresses your file or folder into smaller .Zip files.
5. GroupShare- Allows you quick access to setting up a GroupShare.
6. FileRecieve- Brings up the FileRecieve menu.
7. FileShare- Brings up the menu to set up a FileShare Link
8. More- A sub-menu with additional features.
9. Copy- This will allow you to copy your file or folder to another Directory on the account. (The File remains in its original location as well)
10. Move- This will move the file or folder from its current location to the selected directory.
11. Rename- Changes the name of the selected file or folder.
12. Delete- Deletes the file or Folder from your FilesAnywhere account.
13. Properties- This Feature is available if you have a Folder Selected. It allows you to access the folder's settings and properties.
14. Direct Link to File- You can directly link to a specified file.
15. Tools- A sub-menu with additional features.
16. Convert Docs to PDF- Will Convert documents to PDF.
17. Convert Files/Folder to ZIP- Allows users to convert files & folders to a ZIP.
18. Service Plugins- Shows available Service plugins
19. Edit with Zoho- Allows you to Edit Documents with the editor provided by Zoho
20. Edit with Microsoft- Allows you to Edit Documents with Microsoft Editor
21. Send to DocuSign- This allows you to use DocuSign to send documents to clients for signing. (A DocuSign account is required.)
22. Send to Adobe Sign- You can use Adobe Sign to send documents to clients for signing. (An Adobe account is required.)
23. Send Fax- Here is where you would set up to send a fax
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Still, Have Questions?
If you need help or have additional questions, please contact us.
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