When users are exporting and importing data to the Site they are moving data between cloud storage where they can view the content online and a file to access data on their machine.
Therefore it is often good practice to inform the User of the this implication and ensure they they take caution when performing an export or upload. When using one of these features, the User will need to take an extra step to confirm that they have understood the policy before the action will begin.
Accessing the Export and Upload Policy
To view the Export and Upload policy for a site, first go to the Launchpad and select the COG Menu. Then select the 'Site Settings' App from the selection below.
You will see the existing policy in the 'Settings' Form under the 'Export & Upload Policy' Template.
To set the Export policy, enter the text content into the Export Message and then check 'Show Export Message' to the left. This will then appear wherever the User is downloading information from the Platform. This could be exporting Records from a List Report to .csv, performing a Templated Word export, downloading an attachment from a Record or downloading a stored Import from the Import Summaries.
Similarly, to set the Import Policy, enter the text into the Upload Message and check 'Show Upload Message'. This will then appear to the User each time they look to upload data into the platform. These scenarios include uploading a new Asset, adding an attachment to a Record and importing data to an App via Import of a .csv file.