How to Send Files

In this article, a brief but concise guide will help you understand and learn the process of sending files. To learn more about this feature, see Sending Files.

1. On the Sidebar Menu, click Send. You will be directed to the Send page where you can manage the sent files and/or create new ones.
2. Click New to open the new Send File Form. In this form, fill in the following fields:
   • Recipients: these are the users who will receive unique links to access the uploaded files.
   • Subject: this will appear as the title or label of the message the recipients will receive.
   • Message: this field allows you to enter a brief message, instructions or file descriptions.
3. Define the Advanced Sending Options to configure the sending settings:
   • Auto expiry date: allows you to set the file expiration date which automatically expires the uploaded files. You can also set the auto-archive files on expiration within this option. By default, uploaded files will not expire unless the Auto expiry date is configured.
   • Password protect: allows you to set a password to protect your files. Recipients will not be able to access the files without the password you created. For security purposes, the password will not be included on the links sent out to the recipients. Instead, you need to provide the password to the recipients for them to access the sent files.
   • File server region: allows you to specify the file server region. It is the geographical region where your files will be stored; the closer the region is to you and the specified recipients, the faster the uploads and downloads will be. It is best to remember that specifying the File Server Region must be done prior to adding files as you can no longer switch regions after the files are added and uploaded.
   • Permissions, Feedback and Approval Settings: Permissions enables you to set permissions, define limitations and protects the files by configuring access for recipients and/or quick links users. While Feedback and Approval Settings enables you and your recipients to markup, comment and approve files.
   • Designs and preview options: enables you to manage designs and preview settings for uploads. You can personalise each parameter to match your preference.
4. Upload the files that you want to send. There are four (4) methods to upload your files:
   • Add Files: lets you attach files directly from your computer.
   • Add a Folder: lets you attach folders from your computers.
   • Add Files from Dropbox: lets you attach files from your Dropbox.
   • Add Files from Google Drive: lets you attach files from your Google Drive.
     • Note: the Drag & Drop feature is enabled, drag the files that you want to send and drop it in the Add Files panel.
5. Add tags to your uploaded files to categorise and organise your files. Click the Tags icon to create a new one or use existing tags. This step is optional, you can skip this step if it is not applicable to you. See Tagging Functionality for more information.
6. Review the upload details, advanced sending options and the uploaded file before saving. If you are ready to send the files, there are two (2) options for sending files/messages:
   • Send: clicking this button will instantly send the file/message.
   • Set Sending Time: this option lets you either send the upload as soon as possible or schedule a delay of 15 minutes to 12 hours before the files are sent to your recipient(s).

 Check out our short tutorial video on how to send files for further guidance.