How to view a briefcase

In this article, users will learn how to view a bookmark on Filer. This feature is useful for users who need to view collated documents in a record to quickly access for a temporary period.

In this article, screenshots will follow the example of an employee record context. All steps outlined below will be relevant for your context.

1.1.1                    Viewing a Briefcase

1. Navigate to the SharePoint site where Filer is installed at your organisation.
2. Click the Briefcases tab.

1. This will display all briefcases that were created by the user and briefcases that have been made available to the user.

1. Click on the briefcase that you want to open; this will open all files in the record associated to the briefcase.