Details & Editing

If you left click on the name of any other Brief (with a box with the plus sign in it to the left of the name) the details that you have entered for the Brief, Access Group and names of Access Group Users will be displayed in the large Contents window.

You will be able to hide names of other Briefs that have not been highlighted so that only the name of the selected Brief appears on the screen. Ensure that the Brief you want to see and access is highlighted (by left clicking on it) and then select Hide Other Briefs. To return to a display of the full list of your Briefs select Show All Briefs.

If you want to see folders and subfolders in the selected brief left click on the box with the plus sign in it to the left of the name of the Brief. In a similar manner you can open up folders and subfolders to see the subfolders they contain.

Folders may contain subfolders. There will be subfolders where there is a plus in a box to the left of the folder name. To open the subfolder left click on the box with the plus in it.

When you left click on the name of the Brief (the name should then be highlighted) additional buttons will appear in the tool bar to the right of the button New Brief. These buttons allow you to add a new folder or subfolder to the Brief index (New Folder), change the Brief name or details of the Brief (Edit), send the Brief to the archive vault so that it no longer appears in your list of Briefs (Archive), or delete the Brief from Cloudbrief (Delete).

In addition the Contents window contains hyperlinked items that permit you to change information about the Brief (Edit brief), Access Group (Edit Access Group), or User within the Access Group (Edit User).