Uploading, Linking, and Managing Files in ZBox

The actions available on any file in ZBox.

Column	What it shows
File Name	The name of the document.
Linked Jobs	The job or jobs currently associated with the document.
File Origin	How the document was added: manual upload or an integration.
Size	The file size.
Updated	The date the document was last updated.

Action	What it does
Preview	Opens the document within Zato for viewing without downloading it.
Download	Downloads the document to your device.
Link File	Associates the document with one or more jobs.
Unlink File	Removes the association between a document and a linked job while keeping the file in ZBox.
Delete File	Permanently removes the document from ZBox.

1. Open ZBox (File Drive), then File Browser.

2. Use the Hierarchy panel to locate the client.

3. Click Add Files, choose whether the file belongs to the client generally or a specific job, then select it.

How to access: ZBox (File Drive), then File Browser.