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. |
View workbook history and republish. |
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Move a workbook to another folder or subfolder the user has permission to. |
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Copy a workbook to another folder or subfolder the user has permission to. |
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Download a copy of the workbook. |
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Export a bundle of the workbook or folder including the data files and data tables linked inside the workbook. |
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Share workbook with other users. |
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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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