Managing Folders

You can create, share, move, copy, rename, download, delete, rename, add to My Files, remove, or delete folders.

Notes:
  • These commands may be constrained by the permissions set on content shared with you, and the type of drive. For more information, see 3DDrive Roles and Content Sharing Rights.
  • You can access most of these commands from:
    • if the folder is selected in the tree or in the breadcrumb, the breadcrumb trail commands.
    • if the folder is selected in the right pane, the context menu or the toolbar.
    • the context menu of a folder in the right pane. For more information, see Context Menus.

This task shows you how to:

See Also
Managing Drive Services
Managing Files
Searching for Content
Searching and Filtering Members and Groups
Context Menus

Create a Folder

You can create folders to organize your files.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.

  1. Select either of the following:
    • select a folder in the right pane, and in the toolbar, click Create Folder .
    • If the My Files node, any of its child nodes or a folder on which you have edit rights is selected in the left pane, click > Create Folder .
  2. Optional: Enter a title.

    Notes:
    • The title must be unique.
    • If you do not enter one, New folder will be used by default. If you create another folder and keep the title by default, a default unique one will be proposed. For example, New folder (1), and so forth.

  3. Optional: In the Description field, enter a folder description.

    Note: Available for 3DEXPERIENCE drives only.

    This description is indexed, and can be useful when searching a folder using the Search option of the top bar.

  4. Click Create.

The new folder is created, and you become the creator of the folder.

If the Someone modifies some content from my files notification setting is selected and if a user creates a sub-folder, and you are the owner of the first-shared folder, you will be notified.

Upload a Folder

You can upload a folder from your desktop.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.
Note: This command is not supported by mobile devices.

Before you begin: The folder must not be empty.
  1. Select either of the following:
    • select a folder in the right pane, and in the toolbar, click Upload Folder .
    • If the My Files node, any of its child nodes or a folder on which you have edit rights is selected in the left pane, click > Upload Folder .
  2. Select a local folder and click Upload.

    While the folder and its content are being uploaded, an upload list in the bottom-right of the app displays the upload progress, While the content is being uploaded you can cancel the upload by clicking:

    • Cancel All on the upper-right corner of the upload progress section, to cancel all the uploads.
    • The X on the right of any of the items, to cancel each of them individually.
    Once the upload of each item is finished, a Created or Updated status message is displayed in front of each uploaded item.

The folder and its content is uploaded, and you become the creator of the folder.

Tip: You can drop your local folders directly from your device.

If the Someone modifies some content from my files notification setting is selected and if a user creates a sub-folder, and you are the owner of the first-shared folder, you will be notified.

Share a Folder

You can share one or several folders in any drive. You can enter as many users, or user groups as required.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.

  1. Select one or several folders in the right pane, and in the toolbar click Add Members .

    You can also share folders with members and, if you are on the cloud, user groups, by clicking:

    • Add Members from the context menu of a given folder.
    • Information > .Accesses.
    Note: User Groups may be private. To view or search for this kind of group you may need to have specific access rights granted.

    For more information, see Social and Collaborative: User Groups: User Groups Roles and Access Rights

  2. Select either of the following:
    Type of DriveDescription
    3DEXPERIENCE Drive Select either of the following:
    • Add Members.

      In the can view and can edit fields of the Share Folder dialog box, enter either the user's name or email, or the user group name.

      If you are the owner of the folder, you can select Allow sharing with others to let all the selected users, or user group's members sharing it with others.

      Important: If you select this option and someone reshares the folder with a private group on which you do not have the required access rights granted, you will not be aware that the folder has been shared with the members of that group.

      For more information, see Social and Collaborative: User Groups: User Groups Roles and Access Rights.

      Notes:
      • If your administrator has activated external content sharing, you can enter an email address of a user that has not been invited to the platform yet.
      • The user above will receive an invitation to the platform but will not see any notification even after having validated it. Only a user who has already validated a platform invitation will be notified.
      • Once you have shared a folder with a group, you can access its list of members. From the group menu, select > View Information > Accesses.
    Dropbox

    In the can edit or can view fields of the Share dialog box, enter the user's email. Sharing Dropbox content will send an email to the invited member.

    Note: If someone shares a Dropbox folder with you, the folder does not automatically appear in your Dropbox folder in 3DDrive.

    To access the shared folder in 3DDrive:

    1. In the invitation email sent by Dropbox, click Go to folder. If you are not logged in to your Dropbox account yet, sign in.
    2. Click Add to Dropbox.

    Google Drive

    In the can view, can edit, fields of the Share dialog box, enter the user's email.

    OneDrive

    In the can view, can edit, fields of the Share dialog box, enter the user's email.

    Box

    In the can view, can edit, fields of the Share dialog box, enter the user's email.

  3. Optional: If you are in the 3DEXPERIENCE Drive, add a message.
  4. Click Share.

The folders are shared with the selected user(s) or user group(s), and the shared content appears in the Shared with me folder of their drive, except for Dropbox.

To remove a user or a user group, in the information pane select Accesses, and in front of the given user or user group, select Menu > Revoke Access.

If you are the owner of the folder and want to transfer its ownership, in the information pane select Accesses, and in front of the given user select Menu > Make Owner. Once you have validated the ownership change, you become Editor of the folder. The folder is transferred to the Shared with me folder in the tree.

If you have selected Allow sharing with others and need to remove sharing rights for either users or user groups, select Menu > Disable Sharing. Select Enable Sharing to set sharing rights back.

A folder that has been shared with you is identified using this icon instead of the generic one .. Child folders under the shared one inherit sharing rights but keep the generic .

Tip: To create a link for people who already have access to the given content, from the app toolbar, click Information, then click Copy Link at the bottom of the section.

Move Folders

You can move one or more folders to another position to reorganize your content.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.

Select one or more folders in the right pane, and select either of the following:

Notes:
  • To select several folders, click Multi- selection in the toolbar.
  • You can combine folders and files.

  • in the toolbar, click Move to , select the target folder, and click Move.
  • drag the selected folder(s) to the target folder either in the right pane or in the tree.

The folder(s) are moved to the selected target folder.

If the Someone modifies some content from my files notification setting is selected and if a user moves a folder, and you are the owner of the first-shared content, you will be notified.

Copy a Folder

In the Box, Dropbox, OneDrive drives, you can copy a folder to another position.

  1. Select a folder in the right pane, and in the toolbar, click Copy to .
  2. In the Copy dialog box, select the target folder and click Copy.

Edit a Folder's Properties

You can rename a folder's title or description to best fit your needs.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.

  1. Select a folder in the right pane, and in the toolbar, click Edit Properties .
  2. Click Edit Properties.
  3. Optional: In the Description field, enter or modify the description.

    Note: Available for 3DEXPERIENCE drives only.

    This description is indexed, and can be useful when searching a folder using the Search option of the top bar.

  4. Click Edit.

The folder title is updated.

If the folder is in a 3DEXPERIENCE drive, and you have edited its description, the description is updated.

If the Someone modifies some content from my files notification setting is selected and if a user renames a folder, and you are the owner of the first-shared content, you will be notified.

Download a Folder

You can download all the files stored in a folder and its subfolders as a .zip file. The folder and its subfolders must contain at least one file.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.

  1. Select a folder in the right pane.

    Notes:
    • In the 3DEXPERIENCE Drive, you can download multiple folders. Select the folders you want to downlad in the right pane, and in the toolbar, click Multi-selection . For more information, see Multi Selection in the App Toolbar.

  2. In the app toolbar, click Download .
  3. Optional: If the selected folder contains child folders with content, and you want to download the complete folder structure, and content, select Download all contents with their subfolders.

A .zip file containing all the files of the selected folder or folders is downloaded. If you have selected the Download all contents with their subfolders option, the complete folder structure, and content is downloaded.

Delete a Folder

You can delete a folder when you do not need it anymore.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.

  1. Select a folder in the right pane, and in the toolbar, click Delete .
  2. Click Delete to validate.

The folder is sent to the trash. If you have shared it with anyone the folder disappears from his Shared with me folder.

If the Someone deletes some content from my files notification setting is selected, and you are the owner of the selected folder, you will be notified.

Important:
  • Once deleted, you can stil restore the folder from the trash. In the right pane select the content in the trash to be restored, and from the content menu of the given content or from the toolbar, click Restore.
  • Deleting a folder stored in the trash removes it permanently. This action cannot be undone.

Note: If you have shared a Dropbox or Google Drive folder and you delete it from 3DDrive, the folder will still be available in Dropbox or Google Drive.

Add to My Files

If a folder has been shared with you with Can Edit rights, you can add the shared folder to your My Files node in the tree.

Before you begin:

A folder is available in the Shared with Me node.

In the Shared with Me node, select a folder and in the toolbar, click Add to My Files .

The folder is added to your My Files node.

If you have installed the 3DEXPERIENCE Drive for Windows Desktop Client the folder will be synchronized with your local content.

Remove from My Files

You can remove a folder that you have previously added to the My files node from the shared with me node.

Tip: This command is also available by right-clicking a folder thumbnail or its context menu.

In the My Files node, select a folder and in the toolbar, click Remove .

  • The folder is removed from the My Files node.
  • The original folder stored in the Shared with me node is kept.
  • If you have installed the 3DEXPERIENCE Drive for Windows Desktop Client, the folder will not be synchronized with your local content anymore.
Note: Removing a folder does not send it to the Trash as it is the case when you Remove a folder using Delete a Folder.

Share a Folder by Link with External Users

You can share a folder by link with external users who do not have an IFW - Collaborative Business Innovator role granted to let them access the selected folder for 30 days. This period of time starts from the moment the link has been generated. If the 30 days expire, you will need to generate, and share a new link.

Before you begin: Your administrator has activated this option.
  1. Select a folder in the right pane, and in the toolbar, select Information > Access by link.
  2. Select Activate external sharing link.

    If the Activate link is grayed, click it to activate it.

  3. Click Copy link to copy the link to your clipboard.
  4. Optional: If you need to restrict content access to a limited list of users, select Restrict access to specific users.
    1. Click Add Restrictions,
    2. Enter up to 50 emails.

      • Press Enter or ; to validate each email.
      • To remove an email from the restricted list, click in front of the given email.

Anyone having this link will have access to the shared folder. The shared content is opened in a standalone web page from which he can only view and download the content. If the shared folder contains a file linked to other files, for example a CATProduct or a sldasm file, the user with whom you shared it will not be able neither to download the linked files nor open it in 3DPlay.