You can review all file records added into the application in a grid on the Files page based on your user role’s permissions. Access the Files page by clicking the Files tab on the left sidebar. The main elements on the Files page are numbered in the screenshot below and descriptions are provided following the image.

1. Search button: click to enter text in the search box and the grid will pull all files that (1) contain the text and (2) you have permissions to access (read Grids for details).
2. Files Grid filters: you can filter the Files Grid to narrow down the files displayed in the grid. The filters available by default are "File Kind", "Created Date", and "Last Updated Date". You can add more filters by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu includes all file fields.
3. Files Grid: each row represents one file record in Case IQ. Click a file row to see the file's details (see Download, Share, Edit, or Delete a File). You will only see files that you have permissions to access on the Files grid. 
4. Add File button: navigates you to the New File form to upload a file (see Manually Upload a File).
5. Select files: click the checkbox to select file rows to download to your device or export.
   1. If you select multiple files to download, your browser will download them as a ZIP file. You can download up to 20 files at a time.
   2. See Configure a Grid for details on exporting grid data.
6. Tags: check an uploaded file's tags to determine what the attachment is without downloading or previewing it. Tags are configured for your application by your system administrator. You can tag files when uploading them to a case (see Drag and Drop Files to a Case).
7. “…” (ellipses) button: hover over the file row to see the “…” button and show options to preview or download the file (see Download, Share, Edit, or Delete a File: Preview a File and Download a File for details). You can download up to 20 files at once.
8. Grid pages: navigate through the grid results using the page links below the grid. You can see the number of records that meet your filter and search criteria at the bottom right corner of the page.

FAQ