Workbook and Folder Context Menu

The Workbooks page provides context menu in each folder or subfolder and the workbooks.

 

Workbook Folder or Subfolder Context Menu

Workbook Context Menu

 

The Workbooks page context menu options include:

Menu Option Description

Rename

Rename a workbook or subfolder.

History

View workbook history and republish.

Move

Move a workbook to another folder or subfolder the user has permission to.

Copy

Copy a workbook to another folder or subfolder the user has permission to.

Download

Download a copy of the workbook.

Export Bundle

Export a bundle of the workbook or folder including the data files and data tables linked inside the workbook.

Share

Share workbook with other users.

Remove

Delete the workbook or folder.

 

Additional context menu options are available for the workbook or subfolder:

Menu Option Description

New Folder

Create a new workbook folder and assign the allowed or denied groups and users.

New Workbook

Create a new workbook.

Upload Workbook

Upload workbooks.

Permissions

Define a allowed or denied subfolder or personal folder permissions.

Import Bundle

Import a folder or subfolder bundle.

 

 

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