Review & Check Details of Files Previously Sent Through Locker

Start by clicking on the Locker Management option at the top of the Thrive CMS. If you don't see that option, this feature may not be enabled for your organisation. If that's the case, simply email your Thrive Client Success Manager and they will enable Locker in your CMS.

When you enter the Locker, you'll start off on the Locker Files tab, which shows you all of the previous files that have been sent to your user's Lockers. You can set filters here for viewing files from particular periods of time, and use the search bar if you're looking for a file.

Beside each file you'll see a 3 dot menu, in the Details column. Press the 3 dots to access some other options for each file.

Firstly, the More Details option opens an information window like the one shown below. It tells you how many files are in that batch, how many users, and how many times the files have been viewed. So if you want to check that a particular file has actually been received and viewed by the user(s) it was sent to, you can do it here. You can also use the button to download this data as an Excel report. This is useful if for example you had a large amount of files for a large amount of users that were all bundled together in a single Batch.

The More Details menu option also gives you option of Archiving files in a batch. Choosing this option moves the files into the next tab in the Locker, called Archived Files. It also removes those files from the Lockers of the Users they were sent to. So please remember that if you Archive a batch the end users will lose access to all files that were sent in that batch. 

Don't worry though, if you do accidentally Archive something it's easy to get it back. Just go to the Archived Files tab in the Locker, press the 3 dots under the details column, then click on Restore Batch and everything will go back to the way it was!

What Does a Batch Mean?

Each time you send something to a user or user groups Locker(s) you're actually sending a 'Batch'. Now most of the time you'll probably just be sending one single file to one single user. But if you have multiple files that you want to send to a user or group, you can simply put these all in the same batch rather than having to go through the sending process multiple times for multiple times. So sometimes a batch might just be one single file to one single user, or the batch can be multiple files all going to either a single user or an entire user group.

A Batch Can Contain:

• A single file being sent to a single user
• Multiple files being sent to a single user
• A single file being sent to multiple users or a an entire group
• Multiple files being sent to multiple users or an entire group