OS File Management
How to manage your content library in OS.
By Austin1 author21 articles
- Archive, Restore and Delete FilesArchive files and versions you no longer need, find and restore them later, and permanently delete when you're allowed to.
- Overview to File Management in OSDiscover what file, versions, projects, and folders are in OS.
- Folders: Create and ManageCreate folders and subfolders, rename and move them, control who can see them, and choose how their contents are shown.
- Projects: Create and ManageCreate a project for a campaign, add its files, set its details and permissions, and send everything for approval together.
- Search Filters and Saved SearchesNarrow search results with filters, sort and switch views, and save the searches you run often.
- Search Within a FileFind a word or phrase inside an open file, from PDF pages to video transcripts, and jump straight to each match.
- My UploadsSee every file you've uploaded in one place, check where it stands, and act on several files at once.
- Compliance DashboardsTrack approval throughput, SLAs, risk and volume with ready-made and custom dashboards you can share with your team.
- Share a File with a LinkCreate a share link to a file, folder or project, see who can open it, and revoke it when you're done.
- File Viewer IntroductionHow to use the OS File Viewer.
- Upload Content to OS LibraryStep by step how to upload content to your OS Library.
- Mark Up Files in the File ViewerDraw, highlight and add text on PDFs, images, Word and PowerPoint files in the File Viewer, share markups with your team, and download a marked-up copy.
- SearchWarrant is equipped with a powerful AI search, here's how to use it.
- Adding a New Version of a FileHow to add new versions from File Viewer and Create New.
- Download & Export FilesHow to export content from OS.
- ReportingCreate reusable and saved reports to access your Warrant data.
- Adding Comments in the File ViewerPin comments to a spot or a video moment, mention teammates, reply, resolve and export comments in the File Viewer.
- Move Files Between Folders and ProjectsMove a file into a different folder or project, add it to more than one place, or return it to your general asset library.
- The Info tab: your asset at a glanceYour asset's score, approval state, details and audit trail in one place.
- Folders vs. Projects: what's the difference?Warrant gives you two ways to organize content: folders and projects. They look similar in the left nav, but they do different jobs.
- How to Add Dates to an Asset in WarrantHow to add dates and where they live in Warrant