Use the Sandbox to stage and organize folders and files before moving them to a fileroom. The Sandbox is shared among Project Admins and is available from the left navigation panel in the Documents tab.

Sandbox access

By default, only Project Admins can access the Sandbox. Users in roles with Manage permissions can also be granted access to selected Sandbox folders.

For information about what users in roles with Manage permissions can do in the Sandbox, see Sandbox - Users in roles with Manage permissions.

To give a role access to selected Sandbox folders, see Set folder access in the Sandbox.

How Sandbox content works

• Folders and files can be uploaded, moved, deleted, and organized in the Sandbox before they are moved to a fileroom.
• Items moved or copied out of the Sandbox cannot be moved or copied back into it. Files must be uploaded to add them to the Sandbox.
• Items moved or copied from the Sandbox to a fileroom are unpublished.
• For roles with Manage permissions, moved or copied items inherit the destination permissions.
• For standard reviewer roles, moved or copied items are set to Hidden.
• Items deleted from the Sandbox are permanently deleted and do not move to the Recycle Bin.
• Sandbox content is included in the Index list report.

You can also use AI Categories to help organize Sandbox content.

Create a folder in the Sandbox

1. Go to the Documents tab.
2. Under Sandbox in the left navigation panel, click Staging Folder.
3. Go to the location where you want to create the folder.
4. Click Add Folder.
5. Enter a folder name. To add multiple folders, enter each folder name on a separate line.
6. Click Save.

Upload files to the Sandbox

1. Go to the Documents tab.
2. Under Sandbox in the left navigation panel, click Staging Folder.
3. Go to the folder where you want to upload the files.
4. Click Upload.
5. Browse for the files or drag and drop them, then click Next.
6. Click Upload.
7. Click Done.

Copy folders or files in the Sandbox

1. In the Staging Folder, locate the folders or files that you want to copy.
2. Select the checkboxes for the items.
3. Click Copy.
4. Select a destination and permissions. If you inherit permissions, click Preview Permissions.
5. Click Copy.

Filerooms are available as destinations. Content that has been moved or copied out of the Sandbox cannot be copied back to the Sandbox.

Move folders or files by drag and drop

1. In the Staging Folder, locate the folders or files that you want to move.
2. Expand the folder structure in the left navigation panel until the destination folder is visible.
3. Select the items that you want to move.
4. Drag the items to the destination folder in the left navigation panel.
5. Click Preview Permissions.
6. Click Move.

Move folders or files by selecting a destination

1. In the Staging Folder, locate the folders or files that you want to move.
2. Select the checkboxes for the items.
3. Click Move.
4. Select a destination and permissions. If you inherit permissions, click Preview Permissions.
5. Click Move.

Filerooms are available as destinations. Content that has been moved or copied out of the Sandbox cannot be moved back to the Sandbox.