Upload, organize, and manage files and folders
File management is the core functionality of the Drive module, allowing you to upload, organize, and manage all types of files and documents within a structured folder hierarchy. This guide explains how to effectively work with files in Datar.
Files in Datar follow a structured resource model with properties that help track metadata, permissions, versions, and relationships to other resources.
Folders in Datar provide a hierarchical organization structure for your files, with inherited permissions and metadata capabilities.
Datar provides a comprehensive set of operations for working with files.
Datar offers multiple ways to upload files to your drive:
Datar Drive can synchronize files between the cloud and your local devices for offline access and seamless workflow integration.
The Datar Desktop Sync Client offers:
Datar mobile apps (iOS/Android) provide:
Datar Drive integrates with other modules and external systems for seamless workflow and collaboration.
Integration Point | Description | Key Features |
|---|---|---|
Projects Module | Link files to projects, tasks, and project resources | File attachments, automatic versioning, project-specific drives |
Assets Module | Connect files to physical and digital assets | Documentation storage, user manuals, maintenance records |
HR Module | Manage employee documents and templates | Employee file cabinets, document generation, electronic signatures |
External Office Apps | Edit documents in Microsoft Office and Google Workspace | Direct editing, real-time collaboration, auto-save to Datar |
Email Systems | Share and receive files via email | Direct file linking, attachment management, email capture |
Create a logical folder hierarchy that mirrors your organization's structure or workflows. A well-designed folder structure improves discoverability and helps enforce access controls.
Adopt a consistent naming convention that includes relevant information like date, project, document type, or status. This improves searchability and helps identify files at a glance.
Add custom metadata and tags to files for advanced organization and search. This allows for cross-cutting categorization beyond what folders alone can provide.
Review and configure permissions at higher-level folders to minimize permission management overhead. Leverage group-based permissions rather than individual user access where possible.
Use version control for important documents rather than creating multiple files with similar names. This keeps the history organized and ensures everyone has the most current version.
Schedule routine cleanup to archive or remove outdated content. This improves system performance, reduces clutter, and helps maintain compliance with retention policies.
Learn how to manage permissions and share files securely with users and groups.
Understand how to track changes, compare versions, and restore previous file versions.
Discover how to use custom properties and tags for better file organization and search.
