Browse for Files in a Storage Provider

Use Storage and Folders in the Folders, Reports, & Documents submodule in the Settings module to browses for files within a storage provider.

To use Storage and Folders, you must have access to Settings as defined in User Access Rights under Settings.

To browse for files in a storage provider:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the storage provider whose files you want to browse.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Storage and Folders.
4. Click the Storage Provider tab.
5. On the grid toolbar, click Browse Storage Provider .
6. Use the toolbar of the Documents Browser page to perform actions on the documents.