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Using the file manager [SP JC]

Using the file manager [SP JC]

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




About the file manager

The file manager is easily accessible from the sidebar, and it's the cornerstone for all that you can do with the SharePoint Connector app. When you attach files and folders to your issues, you'll also be using the file manager, and it works the same way.

On this page, you'll find everything about using the SharePoint 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 SharePoint Connector app, the first thing you'll see is a list of the connected folders that you can browse and use to collaborate with your team.

SP-JC-file-manager 1.png

 

SharePoint 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 folder option

  9. Open in original storage option

  10. Sign out


Refresh folders list

Use the "Refresh folders list" button to update the connected folders list 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 where the folder is, or connect a new one if needed.

  3. Navigate to where 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 will be able to 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 store your documents, but you can start with a new one by clicking the "New folder" button.

SharePoint 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

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.

Adding a tag

To add a tag:

  1. Click the tag button.

  2. Enter a name.

  3. Pick a color.

  4. Click Save.

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

SP-JC-file-manager 2 remove tag.png

To altogether remove a tag:

  1. Click the tag button.

  2. Click the Remove tag button.

  3. Confirm the removal.


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 SharePoint 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.

 

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 &qu