Adding a file to a project

This section describes how to add a file to a project.
  1. On the Home screen, select a project that you are a member of.

    The project page is displayed. By default, the Summary tab is selected.

  2. Click Add File.
    Alternatively, you can click Files, and then click the (Upload File) icon.

    The Create protected file dialog box is displayed.

  3. Select a file location.
    • Local drive
    • MySpace
    • Shared WorkSpace
    • Repositories
  4. Click a file to select.
  5. Click Proceed.

    The Create protected file dialog box appears with the Specify permissions to the file section.

  6. Under Specify permissions to the file section, choose one of the following permissions:
    • Company-defined:
      Note: The company-defined permissions may differ depending on your organization.
    • User-defined
  7. If you select Company-defined permissions, you can select preset permissions as defined by your organisation.
  8. If you select User-defined permissions, you can select from the following options.
    • View: Enables a user to view a rights-protected file. This is selected by default and cannot be disabled.
    • Print: Enables you to print a rights-protected file.
    • Edit: Enables you to edit a rights-protected file.
    • Save As: Enables you to save the rights-protected file.
    • Re-share: Enables you to re-share a rights-protected file you received with other users.
    • Watermark: Displays a watermark on a rights-protected file.
      Note: If you select Watermark, you can click Change to define a custom watermark.
    • Expiration: Defines the expiration of the rights protection for the file.
      Note: If you select Expiration, you can click Change to define different rights protection validity period.
      • Always valid: Access rights are always valid.
      • Relative: Access rights are valid from a specific start date to an end date.

        You can specify the number of years, months, weeks, and days for the validity period.

      • Absolute date: Access rights are valid until a specific end date.
      • Date range: Access rights are valid from a specific start date to an end date.
    • Extract: Enables you to extract a right-protected file.
      Note: You can select the Extract option, only if the destination spaces are WorkSpace or projects.
    • Screen Capture: Enables you to take a screenshot of a rights-protected file.
    Note: You can select multiple permissions. For more permissions, click More options.
  9. Click Create protected file.

    A file with rights protection is added under the Recent Files section in the project page.

    Note: If the file already exists in the destination location, a message appears. Click one of the following options.
    • Confirm: to replace the existing file.
    • Cancel: to cancel.