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How to manage your documents and files with relatico
How does relatico count your files?
How we count the files in your relatico account The count is based on two elements: Current Expiring soon Expired Without a date such as together make up the number of your files in the account.
How do files work in relatico?
How do files work in relatico? Basically, you can manage, exchange and update all types of files via relatico. A file preview (that is, you can view the file directly in relatico without having to download the file to view it) is currently available for the following file formats: PDF Microsoft Word Microsoft Excel Image file formats such as .gif, .jpg, .png Video formats like .mp4 or .mpeg Additionally
How to delete files Open the file you want to delete. Click the button below at the bottom right The file can now be found under ++ Deleted files ++. Go to the menu with the three dots in the Actions column on the right.
Sharing a single file
Share a single file with your business partners You can now share a single file with your business partners. Simply copy this link and share it with your business partners. To share any file with your business partner, you can access this feature in two ways: File List: Click on Actions on the file list (within any folder) Press ++Share file++ File now has a shared link Access the shared l
Can I change the file format of a file in relatico?
When you upload a file, the file format is fixed. You cannot change this in relatico. This is because relatico uses the file formats / file extensions to decide whether they can be previewed or not. If you have a file in the system with an incorrect file extension, please do the following: download the file delete the file in relatico Edit the file on your computer so that the file extension is correct and upload the file again and assign it with expiry dates and reminders if necessar
New file versions
Add new file versions to make sure your documents are always up to date To add new file versions: Access any file Click on File Versions Press ++Add new versions++ Select how you'd like to replace the current version: Upload from computer Choose from this folder Select whether you'd like to copy any information from the previous version to the new one Voila - you have a new version!
Text recognition and content search (via OCR)
Text recognition and content search You can now extract text from scanned files and uploaded images. To extract text from a file: Access any file Click on Extract Text Once text is extracted, our system will send you an in-app notification To search for files once text has been extracted: Search for the file you're looking for using **general search and typing in words that may be in