Cortado Workplace – User Guides

Virtual Data Rooms – sharing files and folders

104 views June 20, 2018 December 20, 2019 0

Start project

You have the possibility of sharing files/folders with users from inside and outside the company. Create a project for this purpose and invite other users to join the project. You can share multiple files/folders within a project.

  •   In the context menu of a file or folder, click on Start project, to start a new project.
Start project with file or folder

Start project with file or folder

  • Or you can start a project without selecting a file or folder beforehand. To do so, select Cortado→ Start project.
start project without file/folder

start project without file/folder

  •  Give your project a name and then click on OK.
enter project name

enter project name

Adding participants

  • Click on Manage project), to invite participants to your project.
manage project

manage project

  • Then click on Add.
adding participant

adding participant

  • Enter the e-mail address of the user with whom you want to share this project’s file(s)/folder(s). Depending on the options your system administra­tor has allowed you, you can invite users from inside and outside the company.
adding email(s)

adding email(s)

  • If you wish to invite external users to the project, then the project must be reconfigured once. Click on Yes to confirm the notification.
reconfigure project for external participants

reconfigure project for external participants

You can use Copy&Paste to add further files and folders to your project (see the section Upload and download files and folders).

Close project

  • Select the project that you want to close. Then click on Close project in the context menu.
closing project

closing project

  • You can then click on Backup (right arrow in illus.) to create a zip file of all the files in the project.
  • Simply click on Discard (left arrow in illus.), if you don’t want to save your files before you delete the project.
discard project or create backup

discard project or create backup

  • The file will then be saved in Windows Explorer under Cortado.
Backup file under Cortado

Backup file under Cortado

Was this helpful?