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

File Actions

File Actions

The following actions are available for files:
  • View or Download a file by clicking the file name.
More file actions are available by clicking the icon.
  • Delete the selected file.
  • ShareWith allows you to share a file with another user. For more information, see share a file.
  • SendTo allows you send a file using a Secure Mail message. For more information, see message.
  • Lock other users from making changes or deleting shared files. A icon appears next to locked files.
  • Revisions allows you to restore files to a previously saved version. For more information, see restore files.
  • Comments allows you to add a comment to a file.
  • Rename a file. Type the new name in the dialog box and click the
    Rename
    button.
  • Properties allows you to view attributes of the file.

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