Using Cleo Portal

Copying items in Cleo Portal

You can copy files and folders in Cleo Portal using the Copy selected item button.

To copy an item:

1. Select the item(s) to be copied. The Copy selected item button in the button row is enabled.
2. Click Copy selected item to open the Copy dialog box.
3. Select a destination for the copied item. If necessary, you can rename the copied item in the Item name field.
4. Click Copy. The item is copied and, if applicable, the copied item is renamed.

Note: You can only rename a single copied item; you cannot rename a group of items. You cannot copy an item into its own folder.

Note: You can copy items between spaces (Home, Shared with me, and Connections).

Moving items in Cleo Portal

You can move files and folders in Cleo Portal using the Move selected item button.

To move an item:

1. Select the item(s) to be moved. The Move selected item button in the button row is enabled.
2. Click Move selected item to open the Move dialog box.
3. Select a destination for the moved item. You can also rename the item using the Item Name field.
4. Click Move. The item is moved and, if applicable, renamed.

Note: You cannot move an item into its own folder. You cannot move items between spaces (Home, Shared with me, and Connections), but you can copy items between spaces. See Copying items in Cleo Portal for more information.

Renaming items in Cleo Portal

You can rename files and folders in Cleo Portal using the Rename selected item button.

To rename an item:

1. Select the item to be renamed. The Rename selected item button in the button row is enabled.
2. Click Rename selected item to open the Rename dialog box.
3. Type the new item name into the Item Name entry field and click Rename.
4. The renamed item appears in the list.

Note: You can only rename a single item; you cannot rename a group of items.

Note: If you attempt to rename the item with a name that is already in use in the target directory, a warning appears prompting you to either enter a different item name or overwrite the existing item.

Note: If you attempt to rename a shared item, you cannot give the item a name that is already in use in the item owner's directory.

Note: Attempting to change a file extension while renaming a file can make it become unusable.

Sharing items in Cleo Portal

You can share items with users in Cleo Portal as anonymous links using the Share button.

1. Select the item to be shared and click Share. The Share dialog box appears.
2. Enter the email address of the user you want to share the content with and click Share.

The Share button has a drop-down menu attached to it that displays More share options. You can Share, Get Link, and Email Link.

• Get Link displays a copyable link to the item.
• Email Link allows you to send the item link via your default email client.

Disabling anonymous links 

Anonymous links can be disabled so that they cannot be generated by Portal users. When anonymous links are Disabled, the Get linkand Email link options are disabled in the Share dropdown menu. To disable anonymous links:

1. In the Administration page, navigate to System > Other.
2. Select the Disable anonymous links checkbox.

Expiration of user access

You can edit the Access settings for the shared content from Permanent (always accessible) to Until a certain date in the Share dialog box.

1. Click Until in the Access setting menu. A calendar date picker appears.
2. Select the date on which you would like the user's access to expire. Expiration occurs at midnight UTC at the end of the selected date. When the date passes, the user's access to the content expires, and it is no longer visible in their Shared with me directory.
3. To edit the expiration date of a user's access, click the Shared with icon of the item to open the Shared with dialog box. From here, you can edit the expiration date or switch the access to Permanent.

Note: An expiration date set directly on an item will always take precedence over an inherited expiration date. For instance, if a folder containing File 1 is shared with User A until the 23rd, File 1 will be shared until the 23rd. However, if File 1 is again shared with User A until the 25th, the File 1 will be viewable by User A until the 25th, even though the parent folder will no longer be viewable.