File upload / download

To use the File upload/download screen:
Choose the “Target folder” (directory) that you want to use and the files already in that folder will be displayed. The RefTracker folders that you can upload to and download from using this tool are:
include/images/local – where you can add images to your system (such as those used in the staff interface header).
include/page/client – where you can amend the header and footer files used by your client interface. Please see the Header, Footer and colour customisation for the client interface page for more detailed instructions on editing these files.
data/import – where you can add files of data to be used by the “Batch load time and cost journal entries” function, and in the Relais subdirectory, where you will find the Relais mapping file.
data/export – where you can download data exported from RefTracker using the Data export function.
config/licence – where you can load updated licence files provided to you by Altarama, such as when you have increased you licence level.
config/css – where you can load new or updated css files, when you need to change the colours used by RefTracker.
attachment/public – where you can load new or updated publish attachments, when any of these standard, reusable attachments need to be updated.

To Download a file, click on the file you wish to download, then click on the “Download” icon. The file will be displayed in an appropriate viewer program and you will need to use the File/Save as function of that viewer program to save your file locally. If you want to edit the file and reload it back to RefTracker as a different version you will need to rename the file first!

To Upload a file, click on the “Upload” icon and an upload tool will display.
Clicking on Select in the Upload tool brings up a normal operating system file selection window that you can use to select a file from anywhere in your local network to upload. You can upload more files simultaneously by using the other Select buttons, or by clicking the “Add more files” button to add more select lines.
To change your file selection, simply click on Select again.
The Remove function allows you to remove files from your selection – the selection is removed and the entire selection line is no longer displayed.
The Overwrite if file exists tick box provides protection by allowing you to specifically decide whether existing files should be overwritten. This upload function will only allow you to upload files of types that are appropriate for the folder that you select. Valid file types and sizes for the folder you have selected to use are displayed above the Upload button.
Click the Upload button to upload your selected files.

To Delete a file in your selected directory, click on the file you wish to delete, then click on the X Delete icon. You will then be shown an “Are you sure. . . ?” box. You are deleting a file from your live RefTracker system so please be very sure that you are deleting the right file. Local backups using the Download function are always a good idea before you make changes!

You can also right click on a selected file and select to Rename, Delete or Upload. Importantly Rename is only available as a right click function. To Rename a file, right click on it and select the Rename function, specify the new name and click on OK.