How do I download, describe, or delete files in Drive?
Quick answer: On Drive, use the download and delete icons on a file's row. Click the file to open its details, where you can set the Document Type and add notes. To act on several files, tick them (or Select all) and click Download or Delete.
Steps
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Go to Drive.
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For one file:
- Click the Download icon to save it.
- Click the Delete icon, then Delete again to confirm.
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For several files: tick the box on each row, or click Select all. Then click Download or Delete in the bar that shows how many are selected.
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To add details, click the file's name. In the panel that opens:
- Document Type — what the file is, for example "ADU", "corrections letter", or "solar PV". CrossBeam fills this in automatically (marked auto). Click it to change it, then Save.
- Notes — type in Add notes about this document.... Notes save on their own.
Good to know
- Your teammates see the same files, so deleting removes it for them too.