Actions

Summary: This page provides an overview of the actions available on the File Record Page and where to find them. It explains what each action is used for and links to detailed task guides.

The File Record Page provides several actions to manage an individual file. These actions are available in the Highlights panel and provide quick access to common file operations.

This page gives an overview of the available actions and where to find them. Detailed instructions for each action are provided on separate task pages.

Where are the actions located?

All file actions are available in the Highlights panel at the top of the File Record Page. The actions shown depend on your permissions and organizational configuration.

Overview of actions

Below is an overview of the most common actions available on the File Record Page.

Download

Download the current version of the file to your device.

→ See: How do I download a file?

Edit

Edit file details such as the file name or description.

→ See: How do I edit file details?

Change Owner

Assign ownership of the file to another user.

→ See: How do I change the owner of a file?

Sharing

Share the file with colleagues and manage access.

→ See: How do I share a file with colleagues?

Sharing Hierarchy

View who has access to the file and why they have access.

→ See: How can I see who has access to a file?

Delete

Delete the file, subject to permissions and restrictions.

→ See: How do I delete a file?

Important to know

• Not all actions are available to every user.
• Action availability depends on permissions and file configuration.
• Changes made using these actions are applied immediately.

What’s next?

To perform any of the actions listed above, continue with the corresponding task page for step-by-step instructions.

If you want to understand where file information and related data are shown, see the Layout page.