Getting Started with Cocoon Data as an Originator

Welcome to our tutorial on getting started as an originator inside of Cocoon Data. As an originator, you have the power to upload, create, share, and manage documents with your team securely in just a few steps.

Upload and Manage Documents

To begin, let's create a new folder. Once created, click on it to navigate inside. From here, you can choose a folder from your desktop to upload. Simply drag and drop this folder into the web interface. The upload process starts immediately, recursively uploading all files contained within the chosen folder. Navigating into the uploaded folder, you'll find all your documents ready and uploaded.

For further navigation, use the breadcrumb trail to back up. By clicking on it, you can choose which parent folder to navigate back into. Uploading a single document follows the same drag and drop procedure as with a folder.

Create an Office Document

Next up, we'll delve into how you can create an office document inside Cocoon Data. Click on the Create button, select your desired document type, and pick a name for your new document. This action will take you directly into the Office online interface for Cocoon Data. Despite its familiar look, it's important to note that this interface is hosted by Cocoon Data, not Microsoft. Once you've created your document, you can save it and return to the main interface. Your newly created document is now ready to be shared directly.

Sharing Files and Folders

Sharing files and folders within Cocoon Data is a simple process. Right-click on the file or folder you want to share and select Share. Enter the recipient's email address, select the appropriate permissions from the drop-down menu, and click Add to include them in the list of collaborators. Click Share and the recipient is immediately added as a collaborator. You can alter these permissions anytime from the details menu.

You also have the option to share entire folders, which will recursively share all the documents inside. As with individual files, you can manage collaborators and their permissions directly from the share interface.

Removing Documents

To remove a document, just click Remove and confirm your decision. This action will send the document to Cocoon Data's recycle bin feature. From the main interface, you can navigate to the Recycle bin to view all removed documents. Here, you can choose to empty the recycle bin, thereby reclaiming storage space for your account.

At any point, you can navigate back to the home menu by clicking Home.

We hope this tutorial proves useful as you begin to build your regulated data workflows. Thank you for choosing Cocoon Data for your security needs. Have a great day!