Table of Contents

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  1. Preface
  2. Welcome
  3. File Transfer Portal Login
  4. Dashboard
  5. Shared Drive
  6. Secure Mail
  7. Secure Folders
  8. My Account
  9. Activity Report
  10. Invite Users

File Transfer Portal Guide

File Transfer Portal Guide

Dashboard

Dashboard

The dashboard is displayed after login. The dashboard provides menus and links to quickly access components within the File Transfer Portal. All components are available from the main menu bar.
The following image shows the File Transfer Portal Dashboard:
The Dashboard contains the following components:
Main Menu Bar
To access a component, select it from the main menu bar.
Quick Links
Launch popular components by clicking a corresponding Quick Links icon.
Icon
Component Description
Shared Drive is a secure file system that provides Enterprise File Synchronization and Sharing (EFSS) services. With Shared Drive, files and folders can be easily shared between users with advanced collaboration features including file revision tracking, commenting, trash bin, media viewing and synchronization with Windows devices. For more information, see Shared Drive.
Secure Folders provides browser access to authorized files and folders on the server. With Secure Folders, files can be transferred quickly between the desktop and server over HTTPS protocol. Since files in Secure Folders are stored on a standard file system, they can be directly accessed by backend applications and programs. For more information, see Secure Folders.
Secure Mail allows you to send messages and files as secure "packages" on an ad-hoc basis. Recipients will get an email with a unique link to each package, allowing them to download the message and files through a secure HTTPS connection. This is a great alternative to regular email since there are no file size or file type restrictions. For more information, see Secure Mail.
View all audit activity for your user account including logins, logouts, file uploads and downloads. For more information, see Activity Report.
View your profile and keep your details up to date. For more information, see My Profile.
Having an issue? Consult the help system to get the answers you need.
If one or more of these components do not appear on your dashboard, then you may not have permissions to those components. Contact your administrator for assistance.

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