Upload, edit, and manage files

To add files to your Mindjet online account, you can upload files with ProjectDirector, such as maps you created in Mindjet desktop versions, Microsoft Office documents, text files, image files and HTML files.  

Note: The maximum file size for uploads is 64MB.

When you upload a file, it is stored in your account on the Mindjet Files server.  Projects view shows all the files currently stored in each project; Library view lists all the files you currently have access to (in both projects and independent folders). 

When you want to edit a file, you must check it out, edit it, then check it back in.  When you check out a file, it is downloaded to your desktop computer. The original file remains on the server, effectively “locked” for other users: they cannot edit it, though they can open a read-only copy.  When you are finished editing the file, you must save it, then check it in before others can view the revised file or edit it themselves.

You can upload, edit, manage, and share your files with other users using commands on the project view or library view ribbon, and in the right-click shortcut menus. See Mindjet ProjectDirector Overview for more information about these views.

Note: Your role and your access rights determine your ability to use certain file management features.  If performing an action is not permitted, the command will be disabled.  (For more information about the different permissions levels, see Understand access rights.)

What do you want to do?

 

Upload a file

If you have an existing file stored locally on your computer, you can upload it to your Mindjet account.  Once uploaded, the document is stored on the Mindjet server. 

Any account user with file creation rights can upload a file.  

Note: The maximum file size for uploads is 64MB.

To upload a file:

  1. In Projects view select the project or folder into which you want to upload a file; in Library view, select an account or folder.  

  2. On the ribbon, click Upload.

  3. In the dialog that appears, do one of the following:

Note: the size limit for all files uploaded to Mindjet is 64MB.

  1. Click Open.

The uploaded file appears in the location you selected. The file is immediately available to anyone who has Edit or Read-Only permission in the project or folder. You can give other people access to it by Sharing it with them.

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Search for a file

ProjectDirector can search for text in a file name or within a file, across all files, projects and folders within an account.  Searches are specific to an account: if you want to search for the same text in more than one account, you must conduct separate searches in each account.

To search for a specific filename or text string:

  1. At the top of the Projects view Projects list or at the top of the Library view General File Library list, enter the text in the Search files field.  (To clear the field, click .)

  2. Press Enter.

If the search finds one or more matches, the matched file(s) are displayed in the Project or Library Files list.  If no match is found, a “no files found” message is displayed.

To display the complete list of files after a search, click the project or folder name. 

Past Search results

The Search Results from each search are saved in the left pane, below the list of projects and folders. 

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Filter files

The Files lists can be filtered to show only favorite files or files that you have checked out, or specific files types such as maps, Microsoft Office documents, images, sounds and videos.

To filter the Files list in Projects or Library view:

  1. On the ribbon click Filter .

  2. Choose the filter you want to use.

Only files of the chosen type will be displayed in the Files list.

When a filter is active the Filter icon will display a red "X." Press the Filter button again to turn the filter off and view all the files.

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Preview a file

When you select a file from the Project or Library view Files list, a thumbnail view appears in the panel on the right-hand side.   

Double-clicking a file will launch a preview window where you can view and scroll through all the pages in the document.

To preview a file:

Hint: Right-click and then click Preview to view the contents of a file.

After previewing a file you can click the "X" top right to close the preview window and return to the files list.  

Note: Double-clicking a .mmap file will open the map rather than preview it.  

(Supported file types are jpg, png, gif, bmp, txt, doc, docx, xls, xlsx, ppt, pptx, pdf, mp3, mp4 and m4v.)  

 

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Check out a file for exclusive editing

In order to edit a file, you must check it out. When you check out a file, you effectively lock it: other users cannot edit it, though they can open a read-only copy.  Other users also cannot delete or move a file that is checked out.

When you are finished editing the file, check it back in so that others can view the revised file or edit it themselves.

Note: You cannot check out a file that is already checked out by another user (indicated by a lock icon in the Project or Library view Files list Status column).  While waiting for the file to be checked back in, you can preview it. 

To check out a file:

  1. Right-click the file name in the Project view or Library view Files list.

  2. Click Check Out.

  3. Click Download to save the file to the default location for browser downloads.
    The file is downloaded, and the file is shown as checked out by you in Files list with an icon and a notation in the Status column.

Note: Make a note of where you save the file - you will need to remember this location to check it back in. It is usually best to leave the file in the Downloads folder on your system to avoid confusion.

Check in a file

Once you’ve finished editing a file, you need to check it in so that others can edit it.  Until you check it in, or discard the check out, other users can open a read-only copy but they cannot edit the file.

  1. Right-click the file name in the Project view or Library view Files list.

  2. Click Check In.

  3. In the Check In dialog, click Add File and select the file you just edited.

You can also select Create a version before check in to create a version before you check in the file.  

Note: Your ability to create Versions depends on your account type. You are not required to create a version when you check in a file.  For more information on version control, and why you might want to use it, see Create and use versions.

  1. Click Check In.

The file is shown as checked in and the lock is removed. 

Discard a checkout

Sometimes you check out a file, then change your mind about editing it, or you want to discard the edits you made.  Since you do not want to save your changes, you do not need to check it in.  You can simply discard the check out.   

To discard a check out on a file:

  1. Right-click checked-out file whose check out you want to discard.

  2. Click Discard Checkout.

The file is unlocked and available for editing.

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Change file access

When a file is shared with users, those users are assigned an Access Level for the file that determines whether they can edit or only view it.  You can change the Permissions for users in the People & Permissions pane.

Note: Your role and your access rights determine your ability to change Permissions for other users.  If performing an action is not permitted, the command will be disabled.  (For more about the different permission levels, see Understand permissions.)

  1. Select the file that you want to change the Access Levels for.

  2. The People & Permissions pane lists all the people who have currently access to the file.

  3. Click the arrow next to the name of the person whose Access Level you want to change. 

    File Permission options will vary depending upon the type of user, and (if the map is in a project or folder) their Project or Folder access.  For more information, see Understand permissions

  4. Select the Permission you want for this user: 

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Manage files

Duplicate a file

You may want to make a copy of a file for a variety of reasons. 

To duplicate a file:

  1. In the Project view or Library view Files list, right-click the file to duplicate.

  2. Click Duplicate.

ProjectDirector makes a copy of the file and displays this copy in the Files list, with the name "Copy of [original file name]".  

Rename a file

Note: You cannot rename a file that is checked out.   

  1. In the Project view or Library view Files list, right-click the file name.

  2. Click Rename.

The filename becomes an entry field.

  1. Type the new name and press Enter.

Move a file

You can move files between projects and folders, as long as you have Edit access to both the source and the destination. You cannot move files between accounts.

Note: You cannot move a file that is checked out.   

To move a file:

The file appears in its new location.  If you don’t see the file appear after a few moments, refresh your browser.

Hint: You can also right-click and use the Cut, Copy and Paste commands to copy or move the file.

Delete a file

Deleting a file removes it from the account, and users will no longer have access to it.  If you have created versions of the file using the Version feature, all versions of the file are also deleted. 

Owners and Administrators can undelete files or permanently delete them.

Note: You cannot delete a file that is checked out.   

  1. In the Project view or Library view Files list, right-click the file name.

  2. In the shortcut menu, point to Delete, and then click Delete.

  1. Click OK to confirm the deletion, or Cancel to retain the file.

Undelete or permanently delete a file (Owners and Administrators only)

  1. Right-click any file name, point to Delete, and then click Show Deleted Items.

  2. Deleted files will appear in the Files list with a trash icon .

  3. Right-click the file you want to undelete.

  4. In the shortcut menu, click Undelete. (If the file's project or folder was also deleted, you must undelete the project or folder as well to make the file accessible to other users.)

The file is restored with the same permission settings that it had before it was deleted.

Use these same steps to permanently delete a file, except select Permanently Delete in step 4. Once the file is permanently deleted, it cannot be recovered.

To hide the deleted files again:

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Download a copy of a file

If you want to make a local copy of a file that is stored online in a project or folder, you can download a copy.  

(If you wish to edit a file offline, use the Check Out feature.  To learn more, see Check out a file for editing.)

To download a copy of a file:

  1. In Projects view or Library view files list, right-click the file name.

  2. Point to Download.

  1. Click one of the two options:

    (Your options may vary, depending on the browser you are using.)

The file is downloaded to the default location determined by your browser. 

See also:

Share maps, files, and folders

Create and use versions

Version 9.3

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