Navigating the Explorer

Overview

This video teaches you how to navigate and organize the Explorer, Una's central file tree for Cnavases, reports, models, and workflows. It covers finding and creating items, and managing them — moving, renaming, favoriting, and setting permissions — through the Explorer's menus.

Facts to Remember

• Items in the Explorer are listed alphabetically within folders.
• Right click on items to edit them.
• Use the search bar at the top of the page to search of items.
• Use the orange add button creates items.

Transcript

Hello, hello everyone.

My name is Ryan.

I'm part of the product team here at Una AI.

And today we're going to go over a little walkthrough as to how to use the Explorer because I know there's a lot of documents, a lot of sheets, a lot of files that are floating around.

And the goal here for the Explorer is to make sure everything is organized, kept in one place.

It's your one-stop shop to find anything you need.

So let's hop right into it.

You can find the Explorer by loading up the Una portal and it's located in this folder type icon here.

So if you click on that, it brings you to the Explorer page itself.

And then you get brought to this dropdown menu itself.

So under this folder dropdown here, we can see a list of every sort of item that is included within your company section, broken down alphabetically and into folders itself.

On the top here, we also have the search function.

So let's say we didn't know where workflows was.

We can just take a search there and it brings us right to that folder.

In this orange button here, we have the add function.

So we can add a folder, add an Excel report, add a new dashboard, a new workflow, or a new report book.

So let's go ahead and actually experiment with this add button.

So what I'm going to do is I'm going to press add.

Make a new folder here.

And for the sake of this video, we're going to call it Video Walkthrough.

All right.

And let's save that there.

So we can see that the folder has populated itself and is alphabetically in the right spot.

So when we get to this position here, we're going to right click or double click depending on what system you're on.

And this will bring up a context menu here.

So here you have that add new section again, where you can add a new folder inside of the main parent folder.

You can add another Excel report, a dashboard, a workflow, personal folder, or a new report book.

We'll experiment with that in a bit shortly.

We also have the import function as well, where you can import things like UDAS files or Excel files.

We have the export function as well, which we can export any sort of data that is already involved in the folder.

We have the add to favorites button.

So if I press add to favorites now, it's added to this new favorites parent section.

And when you click on that, it shows our video walkthrough folder there.

Let's just remove it for time's sake there.

We also have cut, copy and paste.

So cut will take a dashboard or any sort of document that's underneath a parent folder, remove it from that and paste it into whatever folder you'd like.

We have the copy and the paste function as well, which does similar things as well.

We have the delete function, which will delete the folder itself.

We have the rename section.

So let's say instead of calling it video walkthrough, we wanted to call it walkthrough.

You can save it there and as it updates.

We also have descriptions.

This will give a bit of a summary as to what's included in the file itself.

So let's say we have operating expenses in this folder.

We can say this folder contains information around OpEx by department.

We can save that there.

And last but not least, we have permissions.

So that's everyone that's able to use the folder or access the folder itself.

So once we get to walkthrough, as we can see, it's blank right now because we haven't populated it with anything.

Let's add something there just to show the function.

So let's say, let's make a new dashboard and let's call it test one.

Save it.

It brings us to the dashboard, but if we go back to the Explorer itself and we go to that walkthrough folder, we can see that the dashboard has populated and is no longer blank.

So as we can see, the Explorer is made to keep everything in one place and keep things organized.

So happy testing.

Related Articles

• File Explorer — the reference article for everything shown here