Adding and Deleting Items

This topic describes how to upload, download, delete, restore, and view documents and folders in BarTender Cloud; how to use the BarTender Template Assistant to create and edit documents, such as by connecting to a database or mapping database fields to template objects; and how to use BarTender Cloud Designer to create and edit BarTender documents.

ClosedTo upload one or more documents

  1. On the toolbar, click New, and then click File Upload.

  2. In Windows Explorer, browse to and then select the documents that you want to upload, and then click Open.  

Note: For security purposes, BarTender documents that contain actions, certain types of scripts, and connections to non-cloud-based databases are not supported for uploading. For more information, refer to Manage Files View.

ClosedTo upload a folder

  1. On the toolbar, click New, and then click Folder Upload.

  2. In Windows Explorer, browse to the folder that you want to upload, and then click Upload.  

Note: For security purposes, BarTender documents that contain actions, certain types of scripts, and connections to non-cloud-based databases are not supported for uploading. For more information, refer to Manage Files View.

ClosedTo create a new folder

  1. On the toolbar, click New, and then click Folder.

  2. In the New Folder dialog, enter a folder name, and then click Create.  

ClosedTo download an item to your local computer

  1. In the item list pane, select the item that you want.

  2. On the toolbar, click Download. Alternatively, right-click the item, and then click Download.

ClosedTo delete items

  1. In the item list pane, select the items that you want.

  2. On the toolbar, click Delete. Alternatively, right-click an item or group of selected items, and then click Delete. The items are sent to the Trash folder in the left navigation pane.

ClosedTo restore or purge items

Items that are sent to the Trash folder can be restored (returned to the folders that they were deleted from) or purged (deleted permanently).

Caution: The purge operation cannot be undone.

To restore or purge items, follow these steps:

  1. In the left navigation pane, click Trash.

  2. In the item list pane, select the items that you want.

  3. On the toolbar, click Delete forever to purge the items or Restore to restore them. Alternatively, right-click an item or group of selected items, and then click Delete forever or Restore.

ClosedTo view item details

  1. In the item list pane, select the item that you want.

  2. On the toolbar, click . The details pane displays information such as the item name and the last modified date.

ClosedTo create a document by using a BarTender template

  1. In the folder navigation pane of the Manage Files view, select the folder in which you want to create and save the document.

  2. On the toolbar, click BarTender Template. Alternatively, click New, and then click Document From BarTender Template.

  3. On the Select a BarTender Template page, point to the template that you want, and then click Create.

    Note: To narrow down the template choices, you can add one or more filters. To do this, click Add Filter, and then click the filters that you want. You can also enter a term in the search bar to locate a template by name or keyword.

  4. Follow the steps in the Template Assistant to name your document, specify and import data sources, and assign data sources to the fields in the template.

ClosedTo edit a template-based document

This procedure is available for documents that were created by using a preconfigured BarTender template and that were not subsequently modified in BarTender Designer.

  1. In the item list pane, select the document that you want.

  2. On the toolbar, click Connect to Data. Alternatively, right-click the document, and then click Connect to Data.

  3. Follow the steps in the Template Assistant to edit the document properties that you want, such as enabling data entry forms, connecting to a database, and mapping database fields to objects on the template.

When you edit a template-based document, a new revision of the document is created. You can view the revision history by using the Revision History page. For more information, refer to Managing Document Revisions.

Note: If you download a template-based document from BarTender Cloud, modify it in BarTender Designer, and then upload it again to BarTender Cloud, the edit options are no longer available.

ClosedTo create a document by using BarTender Cloud Designer

  1. On the toolbar, click New, and then click Document Design.

  2. In the New Document Design dialog, enter a file name for the document, and then click Design. BarTender Cloud Designer opens and displays a new blank document.

  3. In the BarTender Cloud Designer interface, design your new document. (To open the BarTender Cloud Designer help system for assistance, press F1 or click Help in any dialog or property page on which a Help button appears.)

  4. Click Print to print your document, and/or click Save to save the document to BarTender Cloud.

ClosedTo edit a document in BarTender Cloud Designer

  1. In the item list pane, select the document that you want.

  2. On the toolbar, click Design. Alternatively, right-click the item, and then click Design. BarTender Cloud Designer opens and displays the document.

  3. In the BarTender Cloud Designer interface, make the edits that you want. (To open the BarTender help system for assistance, press F1 or click Help in any dialog or property page on which a Help button appears.)

  4. Click Print to print your document, and/or click Save to save the updated revision to BarTender Cloud.

When you edit a document by using BarTender Cloud Designer, a new revision of the document is created. You can view the revision history by using the Revision History page. For more information, refer to Managing Document Revisions.