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Excerpt

You can browse the folders shared with a Jira project, preview files, edit documents, and more on the file manager. 


Table of Contents
maxLevel2


About the file manager

The file manager is easily accessible from the sidebar, and it's the cornerstone for all you can do with the Google Drive Connector app. When you attach files and folders to your issues, you'll also use the file manager, which works similarly.

This page covers everything related to the Google Drive Connector app, from what you can do with your files and folders to managing connected folders. Let's start with the latter since you always need at least one connected folder to use the app.



Managing connected folders

When you open the Google Drive Connector app, you'll see a list of the connected folders. You can browse and use these folders to collaborate with your team.

TF-jira-cloud-connected folders.png

Google Drive Connector app home screen:

List of the connected folders to the current Jira project.

  1. Refresh folders list button

  2. Connect folder button

  3. Sort connected folders button

  4. Folder tag button

  5. Folder permissions button

  6. Context menu button

  7. Disconnect folder option

  8. Rename connected folder

  9. Open in original storage Google Drive option

Refresh
  1. Sign out


Refresh folders list

Use the "Refresh folders list" button to update the list of connected folders and access folders your team shared with the latest permissions.


Connect additional folders

In the Getting started page, we covered how to connect your first folder. The empty screen makes it easy to see how to do it, but you can connect as many folders as you need.

Instructions:

  1. Click the "Connect folder" button.

  2. Select the storage place Google Drive where the folder is, or connect a new one if needed.

  3. Navigate to the folder you want to share with your team.

  4. Select the folders you want to connect by clicking the checkboxes.

  5. Optional: Click the "Permissions" tab to set advanced options. By default, your team can see and edit any folder you connect. For more information, check the permissions page.

  6. Click the "Connect" button.

We recommend connecting a folder where you and your team already store your documents, but you can also start with a new one by clicking the "New folder" button.

InfoSharePoint tip: If you can’t see the site where your folder is, you can use the “Find site”

button

and enter your SharePoint address

.

More info

Tip

All done. You can now use your new folder or add more using the same process. 


Sort connected folders

The connected folders are ordered alphabetically by default.

You can change this by clicking the "Sort by name" button and selecting a sort of option and the order you prefer. You can sort them by name or added date. The button will always reflect your selection.


Folder tag

You can add a tag to your connected folders to help you keep them organized and easily accessible.

Only the person who connected the folder can add and edit the tag.

jira add

tag.

mp4

Adding a tag

To add a tag:

  1. Click the tag button.

  2. Enter a name.

  3. Pick a color.

  4. Click Save.

Tip

All done.

Editing a tag

To edit the tag, click the tag button again. You can change the description and color. When you’re done, click Save.

Removing a tag

TF-jira-cloud-removing tag.png

To altogether remove a tag:

  1. Click the tag button.

  2. Click the Remove tag button.

  3. Confirm the removal.

Tip

All done.

Note

This action is undoable, but you can add a tag again anytime.


Folder permissions

You can set permissions for connected folders from the File Manager at any time by clicking the lock icon. For more information, check the permissions page.


Disconnect a folder

It's also possible to disconnect folders you no longer need. Before getting into how to do it, it's relevant to know that you're only breaking the link in the Google Drive Connector app to the original storage when you disconnect a folder. All your content is safe, but any files and folders you or your team attached to Jira issues from the disconnected folder also lose the link to the original storage and become unavailable.

Note

If you accidentally disconnect a folder by mistake, you can connect it again in the following 30 days to restore the attachments. After this period, it’s no longer possible to restore the existing attachments.

jira disconnect folder.mp4

Instructions:

  1. Click the context menu button (look for the ··· button) on the right side of the folder you want to disconnect.

  2. Click the "Disconnect" option.

  3. Confirm by clicking the "Disconnect" button.

Tip

All done. Your folder is safe and sound, but your team can't use it anymore in the Google Drive Connector app. 

Keep in mind that you can only disconnect the folders you added. 

Managing

Rename connected

places

While using the Google Drive Connector app, you can connect folders stored in Google Drive. You only need to authorize the app to access that storage place first. You're in control of your storage places: only you can see the places you allowed, and you, and only you, can disconnect them.

You can view your connected places when you connect a new folder or from the settings page.

TF-jira-cloud-connected places.pngImage Removed

Connect folder dialog:

List of your connected places.

  1. Connect place button

  2. Context menu button

  3. Rename place option

  4. Disconnect place option

Connect a place

jira connect place.mp4

Instructions:

  1. Click on the "Connect folder" button from the list of connected folders.

  2. If you have connected places before, they will appear on the list. Click the "Connect place" button (1). If you haven't, you'll see a list of all the places you can connect directly.

  3. Select the storage place you want to connect and authenticate.

Info

You can connect several accounts using the same service. For example, you can connect a Personal Dropbox and Dropbox for business.

Expand
titleConnecting a Dropbox folder

Connecting a Dropbox folder

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titleConnecting a Google Drive folder

Connecting a Google Drive folder

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titleConnecting a SharePoint folder

Connecting a SharePoint folder

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titleConnecting an OneDrive for Business folder

Connecting a OneDrive for Business

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titleConnecting an OneDrive folder

Connecting a OneDrive folder

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titleConnecting a Box folder

Connecting a Box folder

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titleConnecting an Egnyte folder

Connecting an Egnyte folder

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folder

Instructions:

  1. Click the context menu of the connected folder you want to rename.

  2. Click the "Rename" option.

  3. Enter the new name in the dialog window.

  4. Click the "Save" button. All done. 

Info

When you change the name of a folder, it's updated in Google Drive, too.


Open in Google Drive

  1. Click the context menu of the connected folder you want to open.

  2. Click the “Open in Google Drive” option.

The folder opens in a few seconds on the original storage site.


Sign out

This option lets you sign out from a connected folder if the “Replicate storage permissions” setting is active. This is useful if you need to connect with a different account.



Managing connected places

While using the Google Drive Connector app, you can connect folders stored in Google Drive. You only need to authorize the app to access that storage place first. You're in control of your storage places: only you can see the places you allowed, and you, and only you, can disconnect them.

You can view your connected places when you connect a new folder or from the settings page.

TF-jira-cloud-connected places.pngImage Added

Connect folder dialog:

List of your connected places.

  1. Connect place button

  2. Context menu button

  3. Rename place option

  4. Disconnect place option


Connect a place

Instructions:

  1. Click on the "Connect folder" button from the list of connected folders.

  2. If you have connected places before, they will appear on the list. Click the "Connect place" button (1). If you haven't, you'll see a list of all the places you can connect directly.

  3. Select the storage place you want to connect and authenticate.

Info

You can connect several Google Drive accounts.


Expand
titleConnecting a Google Drive folder

Connecting a Google Drive folder

Include Page
TFD:Connecting a Google Drive folder
TFD:Connecting a Google Drive folder


Tip

It's all done. Your new place is now connected. You can browse it to connect a folder or return to the file manager.


Rename a place

You can connect several Google Drive accounts from the same service, and by default, we add a number at the end when you do it to differentiate them. To help you keep things organized, you can rename your places to something more meaningful to you.

Instructions:

  1. Click on the "Connect folder" button from the list of connected folders.

  2. Click the context menu button (2) of the place you want to rename.

  3. Click the "Rename" option (3).

  4. Enter the new name and click save.

Tip

That's it. Updating the name just takes a few moments , and it's is ready to use.

Info

You can also rename and manage your places from the settings page.


Disconnect a place 

When disconnecting a place in the Google Drive Connector app, you must understand that you solely sever the link to the original storage rather than deleting any data. All your content is safe, but any folders you have connected from that place will also be disconnected. Consequently, files and folders you or your team attached to Jira issues from the disconnected folders also lose the original storage link and become unavailable.

Note

This action is undoable, and even if you connect to the same place again, the old links will NOT workIf you accidentally disconnect a place, you can connect it again in 30 days to restore the connected folders and attachments. After this period, it’s no longer possible to restore the existing attachments.

Instructions:

  1. Click on the "Connect folder" button from the list of connected folders.

  2. Click the context menu button (2) of the place you want to disconnect.

  3. Click the "Disconnect" option (4).

  4. Confirm by clicking the "Disconnect" button.

Tip

All done. Your storage place is safe and sound but no longer accessible in the Google Drive Connector app. 

Info

You can also disconnect and manage your places from the settings page.



Using the connected folders

Now that we know how to connect folders, it's time to learn how to make the most of the Google Drive Connector app. This section will cover what you can do with files and folders and how to add content to your connected folder.


Navigating your folders

Click a connected folder to view its content. The navigation is at the top, your content is in the center, and extra options are to the right.

TF-jira-cloud-folder-view.png
  1. Current folder name

  2. Path: you can click in any section to return there

  3. Back button: return to the previous folder

  4. Search field

  5. Content area

  6. New folder button

  7. Upload file button

  8. New document button

  9. Sort button

If your window is too narrow, the right section is hidden, but all the options are available in the context menu next to the navigation.


Using your files

TF-jira-cloud-using files.png
  1. Preview click area

  2. Edit button

  3. Preview button

  4. Context menu

  5. Attach to issue

  6. Download file

  7. Rename file

  8. Open in [Storage]Google Drive

  9. Delete file

Preview files

You can preview the content of your files by clicking the icon or name of the file (1) you want. You can preview images, PDF documents, Microsoft Office documents, and Google documents. For more details, check the preview and edit documents page.

Edit documents

You can edit Microsoft Office documents from the file manager by clicking the Edit button (2). A new tab opens with the corresponding Microsoft Office 365 editor and is ready for edition. It supports real-time collaboration, so there are no file lockdowns. There's an autosave feature, so when you finish, just close the tab. 

TF-jira-cloud-editing files.png

If you're using Google Drive, you You can edit Google Drive documents the same way. Just click the edit button. Google Docs also supports real-time collaboration and autosave.

Info

The edit option is also available when previewing the file (check Preview files)and attaching the document to an issue.

For more details, check the Edit documents page.

Attach a file to an issue

In Jira, you can attach files and folders to your issues directly from the file manager.

jira fm attach issue.mp4

Instructions:

  1. Open the context menu of the file to attach.

  2. Click the "Attach to issue" option.

  3. Select the issue to attach the file or folder. You can use the search field to look for a particular issue or even use the JQL search.

  4. Click the "Attach" button.

Tip

All done. Your file is now attached to the issue. Click the "View issue" button to jump to the issue page.

You need to add the app

to jump to the issue page

to view the attached files and folders from the file manager

.

Download a file

TF-jira-cloud-download file.png
  1. Click the context menu of the file you want to download.

  2. Click the "Download" option.

Your browser will open a new tab to download the file automatically. Depending on the browser you're using, the tab closes itself when the download starts, or it might ask you permission to download the file (noticeably Safari browser), requiring that you click the "Allow" button.

Depending on its size, the file will be available in your default download folder after a few moments.

Info

The download option is also available in preview mode (check Preview files)and files attached to issues.

Rename a file

TF-jira-cloud-rename file.png
  1. Click the context menu of the file you want to rename.

  2. Click the "Rename" option.

  3. Enter the new name in the dialog window.

  4. Click the "Save" button. All done. 

Info

When you change the name of a file, it's updated in the connected storage, too.

Open in

original storage

Google Drive

TF-jira-cloud-file open in.png
  1. Click the context menu of the file you want to open.

  2. Click the “Open in [Storage]” Google Drive” option.

The file opens in a few seconds on the original storage site.

Delete a file

TF-jira-cloud-file delete.png
  1. Click the context menu (3) of the file you want to delete.

  2. Click the "Delete" option (7).

  3. Click the "Delete" button in the confirmation dialog. All done. 

Note

When you delete a file, it's also removed from the connected storage place. This action is undoable in the Google Drive Connector app. 

Upload a file

Via drag and drop

You can drag a file from a local folder and drop it in the folder you have open in the Google Drive Connector app to upload it there. Doing this will save the file in the storage place containing the connected folder, helping you build your single source of truth.

jira upload file

.

mp4

Via file picker

TF-jira-cloud-upload.png
  1. Click the "Upload file" button on the right or at the bottom of the open folder.

  2. Look for the file you want to upload in the file picker.

  3. Select the file and confirm.

Depending on the size of the file, it may take a few moments for it to become available in the app.

Info

The upload option is also available when you attach a folder to an issue. You can drag and drop a file there to upload it.

Creating new documents

With the Google Drive Connector app, you can create documents where needed. They are always ready for real-time collaboration, with no file locks, and are saved back to the storage place containing the connected folder, avoiding duplicates.

TF-jira-cloud-new document.png

For Microsoft Office Documents:

  1. Click the "New Document" button.

  2. Select the kind of document you want.

  3. Type a name for your document and click the "Create" button.

After a few moments, your document appears in the folder, and you can edit it.

For Google Documents:

  1. Click the "New Document" button.

  2. Select the kind of document you want.

  3. A new tab with the Google editor opens, and you can start editing your document.

You can close the tab when you finish your edits. Your new document will show in your folder when you reload the page.

InfoYou can create Microsoft Office documents in any connected folder, but Google Documents are only available for connected folders from Google Drive

you reload the page.


Folder actions

TF-jira-cloud-using folders.png
  1. Preview click area

  2. Context menu

  3. Attach to issue

  4. Rename folder

  5. Open in [Storage]Google Drive

  6. Delete folder

View the content of a folder

You can see the content of a folder by clicking on it (1). You can also click folders inside to view the content or click the back button to return to the previous one.

Attach a folder to an issue

In Jira, you can attach files and folders to your issues directly from the file manager.

jira fm attach issue folder.mp4

Instructions:

  1. Open the context menu of the folder to attach.

  2. Click the "Attach to issue" option.

  3. Select the issue where you want to attach the file or folder. You can use the search field to look for a particular issue or even use the JQL search.

  4. Click the "Attach" button.

Tip

All done. Your folder is now attached to the issue. Click the "View issue" button to jump to the issue page.

You need to add the app

to the issue page

to view the attached files and folders from the file manager

.

Rename a folder

TF-jira-cloud-folder rename.png

Instructions:

  1. Click the context menu of the folder you want to rename.

  2. Click the "Rename" option.

  3. Enter the new name in the dialog window.

  4. Click the "Save" button. All done. 

Info

When you change the name of a folder, it's updated in the connected storage, too.

Open in

original storage

Google Drive

TF-jira-cloud-folder open in.png
  1. Click the context menu of the folder you want to open.

  2. Click the “Open in [Storage]” Google Drive” option.

The folder opens in a few seconds on the original storage site.

Delete a folder

TF-jira-cloud-folder delete.png

Instructions:

  1. Click the context menu of the folder you want to delete.

  2. Click the "Delete" option.

  3. Click the "Delete" button in the confirmation dialog. All done. 

Note

When you delete a folder, it's also removed from the connected storage. This action is undoable in the Google Drive Connector app. 

Create a folder

To help you keep things organized, you can create new folders whenever needed. 

TF-jira-cloud-new folder.png

Instructions:

  1. Click the "New Folder" button on the right side (or from the context menu in narrow views).

  2. Enter the name in the dialog window.

  3. Click the "Save" button.

After a few moments, the view reloads, and your new folder will be listed and ready to use.

Sort

The content of your folders is ordered alphabetically by default. 

You can change this by clicking the "Sort by name" button and selecting a sort of option and the order you prefer. You can sort content by name, type, modified date, and file size. The button will always reflect your selection.

716e489d-c5d0-4bd9-b5fe-7c567558d8a0.png



Wrap up

Now that you know how to use the file manager, you can learn more about previewing files, editing documents, and attaching files and folders to Jira Cloud issues.

If you still have questions about the file managertopics covered on this page, visit our support portal and send them to us. Our team is always happy to help.