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# Project Files and Folders

A project may have Files associated with it such as Protocol documents and specifications. TrialGrid provides a simple file manager for the upload, storage and management of Files into Folders. Files can be arranged into Folders and Folders can be nested within each other.

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## Adding Files

Files can be added to the Project by:

> 1. Dragging Files from the filesystem to the drag target area at the top of the Files section. This will upload the Files and add them to the root folder.
> 2. Clicking the "Upload File" button in the header of the Files area. This opens a dialog to select the File to upload. The uploaded File will be added to the root Folder.
> 3. Click the "Upload File" button on a Folder line. This opens a dialog to select the File to upload as a child of that Folder.

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## Moving Files and Folders

Files and Folders can be moved between Folders by dragging them from their original Folder in the tree and dropping them onto their new Folder.

When a Folder is dragged to a new location, all its contained Files and Folders are also moved to the new location.

If a File or Folder is dragged onto the headings of the File table then that File or Folder is moved to the root Folder of the tree.

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## Adding Folders

Folders can be added to the Project by:

> 1. Clicking the "New Folder" button in the header of the Files section. This adds a new Folder to the root Folder.
> 2. Clicking the "New Folder" button on a Folder line of the tree. The "New Folder" button is a drop-down option of the "Upload File" action button on the folder line. A new Folder is added as a child of the selected Folder.

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## Renaming Files and Folders

Files and Folders can be renamed by double-clicking their names in the tree or by selecting the "Rename" button from the File or Folder line of the File tree.

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## Deleting Files and Folders

Files and Folders may be deleted by selecting "Delete" from the action button of the File or Folder line of the tree.

> **Note:** Deleting a Folder deletes all Files and Folders contained in that Folder. Deleted Files and Folders are removed from the system and **cannot be recovered**.

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## Making Files Public

By default all files are private - only logged in users with at read only access to the Project may view or download the files. However, files may be made **public** by users with the Publish Files permission.

When a file is made public a button appears in the listing which allows the URL to that file to be copied to the clipboard. This URL can be used to view the file by **anybody with the URL**. This makes it especially useful for purposes such as CRF Completion Guidelines which are linked in Medidata Rave Form and Field help.

> **Important:** The URL for the file is made up of the TrialGrid URL name, the Project Name, the folders in which the file exists and the file name. **If you change any of these the public URL will change**

Files which are public can be made private again.
