Understanding WebPal Docs

This overview serves as an introduction to the standard WebPal document manager user interface. For more information on WebPal docs and its features, see our docs page.

document management system, document repository, document cloud solution


Files are stored in a standard folder structure located on the left hand side of the screen. Folders and their contents can be accessed in two different ways. Clicking on the folder will give you the contents of that folder in a detailed listings view to the right of the folder tree. Clicking on the triangle located next to the folder will open that folder to display its sub-folders, but will not change the detailed listings view.

Sorting Files

At the top of the detailed listings view you will find four labels: Name, Pages, Size and Modified. You may click any of these labels to sort your files and folders. Beside the Name label you will find a small white triangle in either an upward or downward position. This arrow indicates how the files and folders are currently being sorted, and whether it is in ascending or descending order.


Admin & Settings

In the top right hand corner of the screen you will find three links. All users will have a link to "Settings" which will allow you to change your password. As an admin user, it will also give you the ability to manage users and their respective permissions (add, edit and delete). The "Home" and "Logout" buttons are self-explanatory. 



Clicking on a file will update the "Properties Panel" located in the bottom left corner of the screen. This gives users and overview of the file including when the file was last changed and who changed it, the title of the file and any comments added. There are also options for "Needs Review" and "Draft Only" which are simply visual aids to help those users who are using the document manager to collaborate and version files.

File Listings

Files are listed in a detailed view on the right hand side of the application. Each file will have an icon, noting the file type, as well as name, size and date modified attributes. Clicking on a file will highlight the row thus selecting it for use. By default files are sort alphabetically by name unless otherwise specified by the user (see "Sorting Files" above).


Action Bar

The action bar is located at the top of the screen. It contains a variety of actions which help users to manage their files and folders. Basic actions include: adding new documents, adding new folders, sharing, deleting, moving and copying files to a new location, as well as downloading, (as described in the "Downloading Files" below and "Viewing and Downloading" section) and renaming files. The last button located above the action bar, is the search function which will allow you to search for files and folders by file name.


Downloading Files

In the action bar, you will see a downward arrow icon which when clicked will prompt you to download the file to your local computer. Alternatively, you can click the download button in the preview window to the right. To download multiple files, hold the shift or ctrl button and select each file you would like to download. Once you've selected all of the files, click the "download" icon in the action bar or the download button. This will zip all the files into a single package and prompt you to download the newly created zip file to your local computer.