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Basic Tasks

Answers to all the basic "how to's" when using Ruby Datum
10 articles

Searching for files and folders

Search terms You can find relevant files and folders by searching for any of the following: file / folder title, text within the file, tags. Searching on a computer, mobile or tablet Go to Ruby Datum > Documents. Click / tap in the search bar at the top. Enter your search term(s), matching resu...

How to upload files and folders

Uploading on a computer Go to Ruby Datum > Documents. Navigate to the relevant folder, or create a new one. Drag your desired files and folders from Windows Explorer / Finder and drop them into Ruby Datum. Some older browsers may not support drag and drop. In this case, click on the Add Document...

How to view / download files and folders

How to view files You can view files in Ruby Datum on a computer, mobile or tablet. Just click or tap on the relevant file name to open it in the Document Viewer. Downloading files and folders on a computer Go to Ruby Datum > Documents. Check the file(s) or folder(s) you want to download. Near the...

How to delete files and folders

Deleting files and folders on a computer Go to Ruby Datum > Documents. Check the file(s) or folder(s) you want to delete. Near the top, select Delete. Deleting files and folders on mobile or tablet Go to Ruby Datum > Documents. Tap on the information icon next to the item you want to delete. ...

How to restore files and folders

Restoring files and folders on a computer Go to Ruby Datum > Deleted Items. Check the item(s) you want to restore. Near the top, select Restore. Restoring files and folders on mobile or tablet Go to Ruby Datum > Deleted Items. Tap on the information icon next to the item you want to restore. ...

How to number files and folders

Administrators can apply numbering to selected documents and folders. A two-step process is designed to prevent accidental numbering changes. Numbering files and folders on a computer Go to Ruby Datum > Documents. Near the top, select Numbering. Select Add/update Numbering. Notes You can re-orde...

How to move / copy files and folders

Moving / copying on a computer Go to Ruby Datum > Documents. Check the file(s) or folder(s) you want to move or copy. Mouse-over one of the selected items, right-click and select Move/Copy. Choose the destination and click Copy Here or Move Here as appropriate. Moving / copying on mobile or tab...

How to create a document index

Creating an index on a computer Go to Ruby Datum > Documents. Check the file(s) or folder(s) you want to include in the index. Near the top, select Export Index and choose whether you want to download it in PDF or XLS format. Creating an index on mobile or tablet Go to Ruby Datum > Admin & Export....

How to add a question

There are two ways to add a question - using the Questions and Answers page, or via the Document Viewer* using the integrated questions and answers panel. Adding a single question via the Questions and Answers page Go to Ruby Datum > Questions and Answers. At the top right click Add Question. Type ...

How to use single sign-on with Active Directory

To sign in with Active Directory, please follow the following steps:1. Click the icon shown (if you do not see this, Active Directory is not enabled on this site) 2. Select the account you would like to authorise.3. You should see a page that looks like this. If you are happy to continue, cli...