Automatically translated from Dutch. Some wording may be inaccurate.
The Regelneef archive is the integrated file storage system. Files, like database records, are stored in the Regelneef cloud.
Archives are available for employees, clients, cars, accommodations, subcontractors, intermediaries and goods. If the archive tab is missing, enable it centrally in Settings. Detailed permissions for each archive can also be configured per user level.
Available buttons:
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Download and open a document |
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Download documents and copy them to the clipboard |
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Download documents or folders and save them locally in a selected location |
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Select and upload local files |
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Select a local folder and upload its files, including subfolders |
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Upload documents from the clipboard |
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Rename a document or folder |
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Delete a document or folder |
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Create new folders |
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Enable moving documents or folders by dragging |
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Collapse all folders |
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Expand all folders |
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Show filter bar |
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Refresh list |
Dragging files into the Regelneef archive
From Windows File Explorer, drag one or more selected files to the archive tab in Regelneef. The files are copied.
If an email in Outlook contains files, select its attachments and drag them directly to the archive tab. They are copied.
You can also save an email, including attachments, by dragging it from Outlook to the Regelneef archive, or copying it in Outlook and pasting it into the archive tab.
When dragging items into the archive, drop them on a folder icon so they go to the correct location. Folders containing subfolders expand automatically.