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How to make files available to your users on mobile devices

This feature is already available in our new administration portal. The new portal is currently in beta. Instructions for using the new portal can be found at the end of this article.

You can make files available to your users in the Mobile Content Manager via the Cortado administration portal. The files are uploaded to the administration portal and pushed to the users' devices. Users can then find the files in the Cortado app on their iOS/iPadOS and Android devices.

Note! This feature is only available to users of a Pro or Enterprise plan. Find out how to upgrade your subscription here.
  • In the administration portal, select Administration→ Files to open the Cortado Mobile Content Manager.

Files management in administration portal

  • Click on the plus button (arrow in illus.) to upload a new file to the administration portal.

press plus button to add files

  • Upload the file by clicking on Select File (arrow in illus.).

select file

  • You will then find the uploaded file in the left column.
  • The Details tab lists further information about your files. You can also see here how much storage space is available in total. 
Note! Your storage space is limited to 1000 MB or 1000 files.

storage info in details tab

  • To make the file available to users, select it in the next step (left arrow in illus.). 
  • Then click on Assign (right arrow in illus.).
  • Now assign the file to the desired users or groups.

select file and assign to users or groups

  • Alternatively, you can also add and remove the files under Administration→ Users or under Administration→ Groups in the Files tab (example for users in the image).

assign and unassign files in the user management

Users can now find the files in the Cortado app under Files (arrow in illus.) on their iOS/iPadOS or Android devices. The files can be downloaded to the mobile devices and opened and edited with other managed apps. User instructions for the Cortado app can be found here.

files in the Cortado app

Note! The Cortado app is not available by default on iOS/iPadOS devices. You must first add the app in the app management and then assign it. Further information on this can be found in the corresponding help article. 
Note! The files feature is on iOS/iPadOS devices with a work profile (BYOD) only available in the managed Cortado app (and not in the app version that users can download themselves from the App Store). This ensures that company files can only be opened/edited in managed apps.

NEW ADMINISTRATION PORTAL: Make files available to your users

You can make files available to your users in the Mobile Content Manager via the Cortado administration portal. The files are uploaded to the administration portal and pushed to the users' devices. Users can then find the files in the Cortado app on their iOS/iPadOS and Android devices.

Note! This feature is only available to users of a Pro or Enterprise plan. Find out how to upgrade your subscription here.

Upload files

  • Open the file management (left arrow in the image) in the new administration portal and click Add Files (right arrow in the image).

add files

  • Next, upload your file by either dragging it into the appropriate field or selecting the file from your computer (arrow in the image).
  • Optionally, you can add a description for the file.

upload files

  • After adding the file, you can change the file name (top arrow in the image).

    Finally, click Upload (bottom arrow in the image).

rename file

Manage Files (Edit, Delete, Assign/Unassign)

You'll then find the file in the overview. Here, you can see the number of files you have and the available storage space (depending on your subscription plan). You can change the view (list or grid) and sort your files by name, type, date, and size.

  • Select a file (arrow in the image) to edit it, assign it, unassign it, or remove it.

overview files

Edit

  • Select the file and then click Edit. Now you can change the file name and description if needed.

Remove

  • Select the file(s) you want to remove, and then click Remove. Please note that the file(s) will be removed both from the administration portal and from the Cortado app on the devices of the users and groups to whom they were previously assigned.

remove file

Assign/Unassign Files

  • Select one or more files (arrow in the image), then click Assign or Unassign (highlighted in the image).
  • Now choose whether to assign the file to users or groups, or to remove an existing assignment.

assign/unassign file

  • Now you can assign the file to a user (see example in the image) or a group.
  • Select the user (left arrow in the image) and then click Assign (right arrow in the image).
  • Use the Create button to create new user accounts and then assign the file to them. You can also create new local groups in the group assignment section.

assign user

The process for removing an existing assignment is similar:

  • Select the file(s) for which you want to remove the assignment. Then select users or groups, and finally click Unassign (the image shows an example for a group).

unassign group

Users can now find the files in the Cortado app under Files (arrow in illus.) on their iOS/iPadOS or Android devices. The files can be downloaded to the mobile devices and opened and edited with other managed apps. User instructions for the Cortado app can be found here.

files in the Cortado app

Note! The Cortado app is not available by default on iOS/iPadOS devices. You must first add the app in the app management and then assign it. Further information on this can be found in the corresponding help article. 
Note! The files feature is on iOS/iPadOS devices with a work profile (BYOD) only available in the managed Cortado app (and not in the app version that users can download themselves from the App Store). This ensures that company files can only be opened/edited in managed apps.

Search and Filter Files

You can search for file names using the search box. To do so, enter your search term (see the arrow in the image). Matching files will then be displayed in the overview.

search for files

You can also filter files by file type. To do this, open the filter (top arrow in the image) and select the desired type, such as Documents (bottom arrow in the image). The matching files will then be displayed in the overview.

filter files



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