Files, such as reports, bulk import templates, and files to be attached on lease records, are located within the “My Files” icon, at the top left of your EZLease application.
It’s important to note that all documents stored within My Files are specific to each user, and not stored across the application for all users to access. When you click on the icon, the “My Files” workspace will appear.
By default, there are two folders - "Home Folder" and "Temporary Files:"
- Home Folder - This is where files can be stored for long-term usage by the user. Files stay in the Home folder until they are manually deleted by the user.
- Temporary Files - This folder is designed to store files that can be used in transit, between your computer or shared drives and the EZLease application. These files are not kept long-term - the folder is purged when you end your session in EZLease.
Within these two folders (and any additional ones you may create), you can create folders and upload files using the “Add Folder” icon or the “Upload Files” function. These are located on the right corner of the “My Files” box, as shown below:
Adding a new folder
To add a folder, click on the “Add Folder” icon, and click into the rectangle box and type the name of your folder. For EZLease to accept the folder creation.
Note: You must hit the “Enter” button. If you don’t hit “Enter”, your new folder will not be created.
To upload a file, click on the “Upload Files” button. An open dialog box will appear, select the file you wish to upload, and then click the "Open” button. This file will now appear in the folder and can be accessed via the “My Files icon on the top left of the EZLease application.
Renaming or downloading files
You can also rename files or download files by clicking on the down arrow on the right of the file name. You can do so by using either the “Download” button to download files, or the “Rename” button to rename files.
To rename files, select the “Rename” button. Highlight the old name, type over with the new file name, (make sure you keep the file extension in the file name) and then hit “Enter”. Remember to hit “Enter”, otherwise the new name will not be accepted in the EZLease application.
To download files, either click on the right drop down arrow, and then hit “Download” or click once on the blue name link of the file which you’d like to download. The file will then download to the location set up in your browser settings.