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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

Share File or Folder

Share File or Folder

The Share File and Share Folder pages allow you to share items with other users. When sharing files and folders, you can select the access levels you will grant the user(s) you are sharing a file with. You can configure email notifications that alert you when specific sharing events occur.
The Share File page contains the following properties:
To
The email address of the recipient(s). The email address can be the standard email address or it may also include the name of the recipient, for example: Andrew Thomas <athomas@example.com>. Separate multiple email addresses with commas. Click the button to select email recipients or groups from the address book. For more information, see address book.
Subject
The subject of the email to send to the recipient(s). The maximum length of the subject line is 255 characters.
Message
The message that will be shown to the recipient(s) when they receive the notification. The message is optional.
Assigned Role
Select the file and folder permissions you will grant the user(s) you have shared the item with. Permissions include:
Viewer
Can view and download the shared item.
Contributor
Can view, download, edit and add comments to the shared item.
Editor
Can view, download, edit, add comments, lock, rename, delete and share the item with others.
Owner
Has full access to the shared item, including the ability to manage file locks and shared access.
File or Folder
The name of the file or folder that is being shared.
Email Notifications
You can receive email notifications when users take specified actions with the shared file or Folder.
Download
when a user downloads a file you have shared
Upload
when a user uploads a new revision of the shared file, or uploads a new file to the shared folder
Comment
when a user adds or removes a comment on a shared file or folder
Delete
when a user deletes a file or folder you have shared with them

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