Using Document Accounts

Browse, upload, search, and manage files in PlaidCloud Document storage using the two-pane file explorer.

The Document browser is a two-pane split view: the folder tree on the left, the file list on the right. Most operations are available from a right-click menu in either pane. The right-click menu shows different options depending on whether a folder, a file, or empty space is selected.

The root of an account is itself a viewable, droppable folder — clicking it shows everything at the top level and accepts dropped uploads.

To open the file explorer:

  1. Go to Document > Shared Accounts (or Private Accounts)
  2. Click the folder icon (far left) for the account you want to explore

The various file and folder operations are detailed below.

Upload a File

Drag-and-drop:

  1. Browse to the desired directory
  2. Drag one or more files from your desktop onto the file list

From the right-click menu:

  1. Browse to the desired directory
  2. Right-click in the file list and select Upload Here
  3. Pick the files in the OS file picker

From the toolbar:

  1. Browse to the desired directory
  2. Click the Upload button on the right pane

Download a File

  1. Browse to the desired directory
  2. Left-click to select the desired file
  3. Right-click and select Download

Rename a File

  1. Browse to the desired directory
  2. Left-click to select the desired file
  3. Right-click and select Rename

Move a File

  1. Browse to the desired directory
  2. Left-click to select the desired file
  3. Drag into the destination folder
  4. Select Move File

Copy a File

  1. Browse to the desired directory
  2. Left-click to select the desired file
  3. Right-click and select Copy

Delete a File

  1. Browse to the desired directory
  2. Left-click to select the desired file
  3. Right-click and select Delete

Create a Folder

  1. Open the account
  2. Click New Top Level Folder (or right-click an existing folder and select New Folder)
  3. Enter a folder name
  4. Click Create

Rename a Folder

  1. Browse to the desired directory
  2. Left-click to select the desired folder
  3. Right-click and select Rename

Move a Folder

  1. Browse to the desired directory
  2. Left-click to select the desired folder
  3. Drag into the destination folder
  4. Select Move Folder

Delete a Folder

  1. Browse to the desired directory
  2. Left-click to select the desired folder
  3. Right-click and select Delete

Download Folder Contents (zip file)

The Download as Zip option compresses every file under the selected folder into a single .zip and downloads it. The archive preserves the folder structure shown in the explorer.

  1. Browse to the desired directory
  2. Left-click to select the desired folder
  3. Right-click and select Download as ZIP

Read-only Accounts

If an account is marked read-only, upload affordances (drag-prompts, the toolbar Upload button, and the Upload Here context menu) are hidden automatically. Browse, download, and search still work.

For finding files across an account — including across many subfolders or across multiple connected accounts — see Searching Documents.