Overview #

Files is Armano’s built-in file storage and collaboration space. It works similar to Google Drive: you can create folders, upload files, share with coworkers, control permissions, and collaborate on office documents. It also includes an AI assistant (similar to OneDrive Copilot) to summarize a file or answer questions about its content.

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1) Where to find Files #

From the left sidebar, open Files. Inside Files you typically have:

• My Drive: your main workspace (you own the content here unless you share it)
• Shared With Me: items others shared with you
• E-Sign: documents related to e-signature
• Trash: deleted items

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2) Files screen layout (what you see) #

The main page shows a list/table of items with columns like:

• Name
• Size
• Owner
• Modified
• Sharing (e.g., Private / Shared)

You can:

• Select items using checkboxes
• Sort (example shown: Name sort)
• Use the ⋮ menu on each row for actions
• Toggle a denser list view (if enabled)

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3) Create folders and files (New menu) #

Click + New to create or upload content:

• Add folder
• Upload file
• Create new:
  • Word Document
  • Excel Document
  • PowerPoint Document
  • Text Document

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4) Common file actions (row menu) #

From the item ⋮ menu, you can typically do:

• Rename
• Share
• Info
• Move
• Copy
• Delete

These actions apply to both files and folders (some options may vary by type and permission).

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5) File details (Info panel) #

Opening Info shows a side panel with:

• Properties (Size, Modified, Type)
• File Shared With (who has access and what permission)
• Activities (audit trail / file events, if enabled)

This is the best place to confirm:

• Who can access the file
• Whether access is Viewer vs Modifier
• Recent activity

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6) Sharing files with employees (permissions) #

6.1 Share a file/folder #

1. Open the ⋮ menu next to the item
2. Select Share
3. Choose employees from Share with
4. Set the permission type
5. Save/close

6.2 Permission types (as shown in your UI) #

• Viewer: can view (and typically download) the file
• Modifier: can edit (and collaborate if supported for that file type)
• Deny: removes access / blocks access

You can also adjust permissions for people who are Already shared with.

6.3 Secure sharing options (Password + Expiration) #

If enabled in your environment, the Share dialog/settings can include:

• Password protection for shared access
• Expiration date (access automatically expires)

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7) Editing and collaboration (Office files) #

Armano Files supports viewing and editing office documents (Word/Excel/PowerPoint) directly in the browser. With the right permission (Modifier), multiple employees can collaborate on the same document.

Typical collaboration expectations to document:

• Edits are saved back to the file in Files
• Permissions control who can edit vs view
• If a user only has Viewer access, editing controls are disabled

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8) AI assistant for files (Copilot-style) #

Files includes an AI assistant that can:

• Summarize a document
• Answer questions about the file (Q&A)
• Help users quickly find relevant details inside long documents