Document management comes to iBE.net with our new Files application to manage your files directly in iBE.net, saving you the need to use Google Drive, Dropbox or box.net to manage business files. You can upload, search and organize files centrally. From Files you can:
- Organize files by when they were uploaded, file type, owner or shared status.
- You can show the files as a list or as a set of thumbnail images.
- Filter the list by type, original file type or business document files are linked to, as well as by shared/linked status.
- If you are using Tags, the Tags widget will show you how many files are associated with each tag.
- Drill down to preview a file (including zoom and rotate) for web-browser supported file types such as jpg, png and pdf.
- Upload a new file from your desktop, or download any authorized file to your desktop.
- Replace a file with an upload from your desktop. Replacing a file automatically creates a new version of the same file in iBE.net, with the option to see all historical versions and their files by clicking on the “Versions” button.
- Delete a file.
- Open pop-up where you can edit file information such as name and file type, make files private vs. public, add comments and tag your file with one or more tags. You can also link a file to any kind of business document from this pop-up: choose the category of document you wish to link to first (e.g. Task, Customer etc.) and then choose the task or customer etc. from the drop-down list.
- Show a history of changes to a file and any versions.
- Scan the file. iBE.net’s “smart scan” feature will read supported file types and convert the image to text using optical character recognition (techniques). The converted text can be viewed and edited or cleaned up via the “view/edit scanned text” button to the left of smart scan.
- You can download the list of files to excel
If you click on tags in the tag widget you can see the files associated with that tag.