File Management

File Management

You can manage your files throughout the Odyssey platform in the File Manager section. Any files you upload throughout the Odyssey platform (projects, portfolios, programs) will also be accessible in this section for management.

Multi-file actions

Selecting File(s)/Folder(s)

Click on a File or Folder name to select it in order to perform one of the multi-file actions. If you select a Folder, the files below will also be selected (though they will not be highlighted in the software. 

New Folder

  1. Select the +New  button to create a new folder to organize your files
  2. In the "Create a folder under" field, select the folder you would like to create your new folder under
    1. Sub-folders are shown in the list with the format of [Main folder name]/[Sub-folder name]
      (i.e. "Project Files/Kiroka")
    2. You can select "(Base Level)" if you would like to create your folder on the main level

Upload Files

  1. Select the +New button to add new files
  2. In the "Upload file(s) to" field, select the folder you would like to add your files to
    1. Sub-folders are shown in the list with the format of [Main folder name]/[Sub-folder name]
      (i.e. "Project Files/Kiroka")

Move 

  1. To move file(s) or folder(s), select the file(s) or folder(s) that you would like to move
  2. Select the Move button
  3. In the "Select Destination Folder" dropdown field, select the folder that you would like to move your file(s)/folder(s) to

Copy

  1. To copy a file or a folder of files, select the files(s) or folder(s) you would like to copy
  2. Select the Copy button
  3. You'll have the option to select the folder that you would like your copied files to go into

Tagging Files

Add tags to your files for improved organization and tracking.
  1. Select the file(s) or folder(s) that you would like to add a tag to
  2. Press the Tag button > choose Add to add a tag to a file or folder or Delete if you'd like to remove an existing tag
    1. Adding a tag - specify a new tag in the or select from any existing tags in the dropdown
    2. Deleting a tag - Press the x next to the tag(s) you would like to remove in the Delete modal

Download

  1. Select the file(s) or folder(s) that you would like to download
  2. Select the Download button
  3. The files(s) will download in a zipped folder

Associating Files with projects, programs, or portfolios

Want to add files you've uploaded to the File Manager section into your portfolio Data Room for a financing program or upload one file to multiple projects? You can upload files to the section and easily give them a system Association so they appear in the desired section(s) of Odyssey. You can easily add associations to your file to share a document across multiple projects and/or programs. 

To associate a file with a project or portfolio:

  1.  Select the file or folder that you would like to create an Odyssey Association for
  2. Click on Association > Add Association to add a new association
  3. Select the section of Odyssey that you are associating the files with

  4. Select the project or portfolio within the section you chose that you would like to associate the file with

To delete a file association:

  1. Select the associated file(s) to be removed
  2. Select Association
  3. Select Delete to remove the file from the project
  4. Press the X next to each association you would like to remove


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