Overview
eSUB file folders are folders that appear within each project. Various file types may be uploaded into the project’s file folders for viewing and attaching to eSUB documents. All files uploaded into the file folders are hosted “in the cloud” and available from virtually anywhere, on any device*. An unlimited number of files up to 250mb each may be uploaded.
The following file types are not supported:
- Executables
- Webpages
- Scripts
- Proprietary software files
There are two categories of Files
- Project Files – Contains folders which are accessible only from the project the user selects. Ideal for documents/files that only pertain to that specific project.
- Company Files – Contains folders which are accessible from any project. Useful for documents/files that remain the same from project to project, or need to be accessible to users of eSUB regardless of which project is being worked on.
*Any device with an internet browser and data connection
Table of Contents |
Select the project, then:
- Go to Files > Project Files or Company Files
- Select Upload File
- Click anywhere on the 'Select Files to Upload' screen. You can also Drag and Drop files from an existing Windows File Explorer window into this area.
- Locate and select the desired file
- Select Open
- Select Upload to proceed with sending this local file to the eSUB server. You may also click Upload More to add more files onto the upload session. You can alternatively remove one or all files on this list using the X or Remove All buttons.
- Choose the desired folder from the Folder drop-down menu
- Enter a description for the file
- Select Finish
View or download folder contents
Via web browser
NOTE: Files over 10mb cannot be previewed in eSUB Web and must be downloaded in order to view |
Select the project, then:
- Go to Files > Project Files or Company Files
- (Optional) Enter a keyword in the Keyword field or select the folder to view from the Folder drop-down menu and select Search
View a file | Download a file |
3. Select the View (magnifying glass) icon on the file 4. Select the Close (X) icon to close the file preview |
3. Select the Download (arrow) icon on the file 4. Follow steps based on the file type:
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Via eSUB Field Works mobile app
Select the project, then:
- Tap Project Files
- Tap on the desired folder
- Tap on the file you wish to view
- (Optional) Tap the Download (arrow) icon to download the file
Attach a file from a folder to an eSUB document
Select the project, then:
- Go to Logs > Choose the desired document type
- Select the Attach (paperclip) icon on the document
- Select eSUB File
- Select either Project Files or Company Files to view the folders within that section
- Select the desired folder
- Select the check-box next to the file(s) to be attached
- Select Attach
Rename, relocate or delete a file within a folder
Select the project, then:
- Go to Files > Project Files or Company Files
Rename and/or relocate a file | Delete a file |
2. Select the Edit (pencil) icon on the file 3. Select the desired folder from the Upload Category drop-down menu 4. Enter the file description in the Upload Description field 5. Select Save Data |
2. Select the Delete (X) icon on the file 3. Select OK on the pop up message
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Folders are created at the company level. Folders cannot be deleted, so please use caution when creating new folders.
- Go to Start > Settings > Administration > Company Setup > Edit Folders
- Enter the new folder’s name in the Folder field
- Select Save Data
Edit the name of an existing folder
NOTE: Editing the Letterhead or Logo folders is not recommended and may produce unexpected results |
- Go to Start > Settings > Administration > Company Setup > Edit Folders
- Select the Edit (pencil) icon next to the folder
- Enter the desired folder name in the Folder field
- Select Save Data
- Go to Start > Settings > Administration > Company Setup > Edit Folders
- Select the Lock (padlock) icon next to the folder
- Select the check-box next to the user level to grant access
- Select Save Data
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