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What actions can I perform on a file in FileGrant?

Complete guide to all available actions: open, download, share, rename, move, favourites, tags and AI.

Select a file or click the three-dot menu ⋮ to access the following actions:

 

Action

Description

Open

Opens the file on the platform. You can also double-click.

Open Locally

Opens the file in the FileGrant desktop app. Edits sync automatically to the online version.

Download

Downloads a plain copy of the file (only if permissions and tags allow it).

Download Encrypted

Generates a protected PDF containing the encrypted file, openable only via platform authentication.

Sync Locally

Saves the encrypted file to your local FileGrant folder, keeping it in sync with the online version.

Share

Opens the sharing panel to send the file to other users or groups.

Sell

Lists the file for sale (only available if enabled by your administrator).

Rename

Edits the file name.

Organize → Replace

Replaces the file with an updated version while keeping the same name and ID.

Organize → Create Copy

Duplicates the file in your personal space.

Organize → Move

Moves the file to another folder.

Organize → Create Shortcut

Creates a shortcut to the file visible in another location.

Organize → Add to Favorites

Pins the file to the Favorites section for quick access.

Organize → Hide

Removes the file from the main view, moving it to the Hidden section.

Details

Opens a side panel with full file information and activity history.

Tags

Applies or removes tags on the file (if enabled by your administrator).

AIGrant

Opens the AI menu: Classification, Summary, and Chat with Document (if enabled by your administrator).

Delete

Moves the file to Trash.