Files

Found in: Data > Files

• Navigation
• Create a New File
• Edit or Update a File
  • Filter and Manage Files

Files serve as a centralized repository where all documents, technical records, and supporting materials related to operations, compliance, or projects are securely stored and managed.

This ensures that users can upload, organize, retrieve, and manage files efficiently, maintaining traceability and version control throughout the document lifecycle. Whether it’s invoices, reports, test results, or technical folders, the Files acts as the single source of truth for all uploaded documentation.

Let’s get started 🚀

Navigation

Step 1: Log in to your SynControl account using your administrator credentials and navigate to: Data → Files → Test Requirement.

Step 2: The system will display the Files List page showing all uploaded files and their associated details.

Each file entry includes the following key fields:

Ref	Field	Description
1	ID	A unique identifier automatically assigned to each uploaded file.
2	File	Displays the file name with a download link. Clicking the icon allows immediate file download.
3	Size	Indicates the file size (in KB or MB).
4	Type	Categorizes the file according to its purpose (e.g., Invoice, Technical Folder, Test Requirement).
5	User	The username of the person who uploaded the file.

You can use the top filters to refine the displayed list by Type, deleted status, or search keywords. Click GO to apply the filters, or use Clear filters to reset the list.

Create a New File

When new project data, invoices, or test reports need to be stored in the system, you can add them manually using the Create File option.

Step 1: From the Files List page, click Create File in the top-right corner.

Step 2: The New File page will open, where you can enter the required details.

Ref	Field	Description
1	Type	Select the appropriate file category from the dropdown (e.g., Invoice, Technical Folder, Test Requirement).
2	Upload Area	Drag and drop your file into the upload box, or click Choose Files from your computer to select a file manually.

Step 3: Once the file is selected and categorized, click Save to upload it to the system.

Edit or Update a File

Over time, file details such as type, description, or associated user information may need to be modified to ensure data accuracy and proper classification.

To Edit or Update a File

Step 1: From the Files List, click on the desired file entry. The File Details page will open, showing complete metadata about the document.

Ref	Field	Description
1	File Name	The exact uploaded file name.
2	Type	The classification assigned to this file (e.g., Invoice, Technical Folder).
3	Uploaded By	The username of the person who uploaded it.
4	Size	The file’s storage size.
5	Uploaded At	The timestamp when the file was added.
6	Download	A direct link to download the uploaded file.

From here, you can also:

• Click Save to confirm any metadata updates.
• Click Delete to remove the file if it’s no longer needed.

⚠️ Deleting a file from the list will permanently remove it from the system and cannot be undone.

Filter and Manage Files

The Files List supports multiple management features:

• Search Bar: Enter keywords to find specific files by name or ID.
• Deleted Filter: Choose to Hide, Show, or Only show deleted files.
• Type Dropdown: Quickly filter files by category, such as Invoices, Technical Folders, or Test Requirements.
• Pagination Controls: Navigate across multiple pages when managing large file volumes.
• Edit Mode: Enables inline editing of file metadata directly in the table view.
• Embed & Layouts: Adjust display preferences or embed files into other modules for easier access.