The Files module is the central location where all files, documents, or images can be accessed, searched, and uploaded. Users can save and relate any file type to chosen records in TRUE.
Files Grid View
In the grid view, files are displayed as thumbnails, allowing for quick visual identification. This view is particularly useful for image files.
View Options
LIST
Displays files in a compact list format.
GRID:
Shows files as thumbnails in a grid layout.
CLASSIC
The older view with a traditional list layout (deprecated).
Search & Filter Options
Search
Enter text to search for files by title, file name, or description.
Column Sorting
Select the column within the “List” view to sort the files by the respective field.
Additional Features
Upload File(s)
Select to upload files.
Upload Folder
Select to upload folder containing files.
"+" Icon
Add a new file or folder.
Checkbox
Select multiple files for batch actions.
Rows per page
Choose the number of files to display per page.
Batch Action Options
DOWNLOAD
Download selected files.
MOVE FILE
Relocate selected files to a different folder.
ENABLE TRUE FIELD
Make selected files available in TRUE Field app.
DISABLE TRUE FIELD
Remove selected files from TRUE Field app access.
DELETE
Permanently remove selected files.
File-specific Actions
Cloud Icon
Open the file in a new tab or window.
Share Icon
Generate a sharing link for the file.
Hart Hat Icon
Toggle TRUE Field access for the file.
Selected File
Title
The title of the file, editable by the user.
Description
Additional details about the file.
Date
The date associated with the file, editable by the user.
Category
Categorization of the file. Customizable.
Company
Toggle if this file should be added to the Companywide accessible files list.
Field
Toggle if this file is available within TRUE Field.
Additional Features
Classic View
Select to view the file in Classic View.
Markup
Select to use the “Markup” feature. Available for both images and PDF files.
Download
Select to download the file.
Open
Select to open the file.
Share
Select to generate a share link.
Done
Select to close the file or save changes.
Markup Tool
The Markup Tool allows users to edit images by adding annotations, text, arrows, or other markings directly in TRUE.
Edit Options
Color
Choose from yellow, red, green, blue, black, or white for annotations.
Line Width
Choose line width.
Arrows
Create lines with an arrow automatically added to the endpoint.
Font Size
Choose desired font size for text.
Add Text
Enter desired text and select the Add button.
Add Circle
Place a circle in the desired position on the image.
Rotate
Rotate the image to the desired position.
Undo
Undo the last markup or change made.
Clear
Clear last change or markup on the image.
Save
Save current image, markups, and changes.
Classic View (Deprecated)
The classic view provides a traditional list layout with detailed information for each file. While still accessible, this view is no longer the primary interface and may not receive future updates.
File Detail View
Search & Filter Options
Search
Enter text to search for files by title, file name, or description.
My Files
Filter to show all files assigned to the current user.
Cabinet
Filter to show all files assigned to the company cabinet.
File Information
Title
The title of the file, editable by the user.
Filename
Display the file's name.
Date
The date associated with the file, editable by the user.
File Size
Display the selected file's size.
Companywide
Toggle if this file should be added to the Companywide accessible files list.
Field
Toggle if this file is available within TRUE Field.
Category
Categorization of the file.
Description
Additional details about the file.
Assigned
Assign users to this file.
Related
Display related records or add additional records to this file.
Additional Features
Envelope icon
Send this file via email
Download icon
Select to download file
Arrow icon
Select to generate a share link for this file. Additionally utilize to generate a link to add file to user's signature block.
Company (Folders)
Organize files into desired folders. Edit, move, add, and upload files directly into folders.
Folder Management
To add a new folder: Click the "+" Icon and select New Folder. Enter the desired Folder Name and click OK.
To edit a folder name: Select the "Pencil" Icon on the desired folder.
To navigate within folders: Select the parent folder name in the upper left corner to go back to the parent folder.
Additional Folder and File Options
Move
Relocate a file to another folder.
Edit
Change the name of a file.
Favorite
Mark a file as a favorite for quick access.
Record Access
Limit user access to sensitive folders or files.
Delete
Permanently remove a folder or file (irreversible action).
Workflows
Adding Files
Navigate to a record in TRUE and select the “Files” icon, or navigate to the Files module.
Click the "+" Icon or UPLOAD FILE(S) button.
Drag and drop files or click to select files from your device.
Managing File Versions
When marking up or modifying a file, TRUE automatically stores previous versions.
Navigate to the Files module Classic View
Perform a search or select the correct file.
Select the Versions tab in the file detail view.
Click the "+" Icon to add a new version.
Choose to overwrite the existing file or create a new version.
Set the desired version as primary using the "☰" Icon and selecting Set As Primary.
Batch File Operations
In the list or grid view, select multiple files using the checkboxes.
Choose the desired batch action from the top menu (DOWNLOAD, MOVE FILE, etc.).
Confirm the action when prompted.
Enabling/Disabling TRUE Field Access
Select one or more files in the list or grid view.
Click either ENABLE TRUE FIELD or DISABLE TRUE FIELD from the batch action menu.
Alternatively, click the hardhat icon next to individual files to toggle TRUE Field access.
Using the Markup Tool
Select the desired file with an image to annotate or markup.
Click the pencil icon in the upper right of the file record to launch the Markup Tool.
Use the various edit options to annotate the image.
Click Save to create a new version with the markups.
Managing Folders
Navigate to the Company tab in the Files module.
Create new folders or navigate existing folder structure as needed.
Upload files directly to folders or move existing files between folders.
Manage folder and file permissions using the Record Access feature.
