Difference between revisions of "EFile Service"

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<p><strong><span style="font-size: small;">=== Upload a File ===</span></strong></p>
 
<p><strong><span style="font-size: small;">=== Upload a File ===</span></strong></p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span> Click on the "eFiles Service" Icon to start the eFiles Service.</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span> Click on the "eFiles Service" Icon to start the eFiles Service.</p>
<p style="padding-left: 30px;"><img src="/images/8/84/Portal-home-eFiles-link.png" alt="Portal-home-eFiles-link" width="483" height="269" /><br /><br /><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Once the eFiles Service loads you should see the Service home page. Click on "My Files" icon to load the Home Folder as shown below:</p>
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<p style="padding-left: 30px;"><img src="/wiki/images/8/84/Portal-home-eFiles-link.png" alt="Portal-home-eFiles-link" width="625" height="349" /><br /><br /><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Once the eFiles Service loads you should see the Service home page. Click on "My Files" icon to load the Home Folder as shown below:</p>
<p style="padding-left: 90px;"><img src="/images/b/b9/EFiles-Home-Page.png" alt="EFiles-Home-Page" width="407" height="331" /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 90px;"><img src="/wiki/images/b/b9/EFiles-Home-Page.png" alt="EFiles-Home-Page" width="463" height="366" /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 3:</strong></span> Click on "Upload A File" icon from top-menu as shown below:</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 3:</strong></span> Click on "Upload A File" icon from top-menu as shown below:</p>
<p style="padding-left: 90px;"><img src="/images/e/e7/EFiles-FileUpload-Icon.png" alt="EFiles-FileUpload-Icon" width="658" height="253" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 90px;"><img src="/wiki/images/e/e7/EFiles-FileUpload-Icon.png" alt="EFiles-FileUpload-Icon" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>eFiles Service will load the File Upload page, select the file from your local computer to upload to the eFiles Cloud Repository by clicking on the "Browse" button next to the "Select File" item.</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>eFiles Service will load the File Upload page, select the file from your local computer to upload to the eFiles Cloud Repository by clicking on the "Browse" button next to the "Select File" item.</p>
<p style="padding-left: 90px;"><img src="/images/3/3c/EFiles-FileUpload-UploadNow.png" alt="EFiles-FileUpload-UploadNow" width="463" height="449" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 90px;"><img src="/wiki/images/3/3c/EFiles-FileUpload-UploadNow.png" alt="EFiles-FileUpload-UploadNow" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 5:</strong></span><strong> </strong>Make sure to check the "Agreement" checkbox - which confirms that you are responsible for the file-contents and you are the owner of the data being uploaded to your private cloud repository. Also make sure a "Target Folder" (with a green checkmark) is displayed. This is the default/selected folder where your file will get uploaded into.</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 5:</strong></span><strong> </strong>Make sure to check the "Agreement" checkbox - which confirms that you are responsible for the file-contents and you are the owner of the data being uploaded to your private cloud repository. Also make sure a "Target Folder" (with a green checkmark) is displayed. This is the default/selected folder where your file will get uploaded into.</p>
<p style="padding-left: 90px;"><img src="/images/d/d5/EFiles-FileUpload-Single.png" alt="EFiles-FileUpload-Single" width="567" height="291" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 90px;"><img src="/wiki/images/d/d5/EFiles-FileUpload-Single.png" alt="EFiles-FileUpload-Single" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 6:</strong></span><strong> </strong>Finally click on the "Upload Now" button to begin the file-upload operation. Once the file is uploaded successfully, an updated view of the folder where the file was uploaded will appear automatically.</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 6:</strong></span><strong> </strong>Finally click on the "Upload Now" button to begin the file-upload operation. Once the file is uploaded successfully, an updated view of the folder where the file was uploaded will appear automatically.</p>
<p style="padding-left: 30px;"><img src="/images/8/84/EFiles-FileUpload-Complete.png" alt="EFiles-FileUpload-Complete" width="757" height="237" /></p>
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<p style="padding-left: 30px;"><img src="/wiki/images/8/84/EFiles-FileUpload-Complete.png" alt="EFiles-FileUpload-Complete" /></p>
 
<p style="padding-left: 30px;">&nbsp;</p>
 
<p style="padding-left: 30px;">&nbsp;</p>
 
<p><span style="font-size: small;"><strong>=== Upload Multiple files ===</strong></span></p>
 
<p><span style="font-size: small;"><strong>=== Upload Multiple files ===</strong></span></p>
 
<p style="padding-left: 30px;"><br /><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>eFiles Service allows uploading upto 5 files at one time.</p>
 
<p style="padding-left: 30px;"><br /><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>eFiles Service allows uploading upto 5 files at one time.</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Click "Multiple Files" button on the "File Upload" page to view options to select multiple files for upload as shown below:</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Click "Multiple Files" button on the "File Upload" page to view options to select multiple files for upload as shown below:</p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 13&gt;&gt;<br /><br /><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Once all the selectd files are uploaded successfully, an updated view of the folder where the file was uploaded will appear automatically.<br /><br /><br /></p>
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<p style="padding-left: 60px;"><img src="/wiki/images/b/b4/EFiles-FileUpload-Multiple.png" alt="EFiles-FileUpload-Multiple" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Once all the selectd files are uploaded successfully, an updated view of the folder where the file was uploaded will appear automatically.<br /><br /><br /></p>
 
<p><br /><strong><span style="font-size: small;">=== Sending File - As an email attachment ===</span></strong></p>
 
<p><br /><strong><span style="font-size: small;">=== Sending File - As an email attachment ===</span></strong></p>
 
<p style="padding-left: 30px;">Its very easy to distribute a file already uploaded/available in your eFile Repository. If the file is less than 2 MB (Megabyte) size then you can send the file as an email attachment.<br /><br /><br /><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu as shown in the popup below:</p>
 
<p style="padding-left: 30px;">Its very easy to distribute a file already uploaded/available in your eFile Repository. If the file is less than 2 MB (Megabyte) size then you can send the file as an email attachment.<br /><br /><br /><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu as shown in the popup below:</p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 7 A&gt;&gt;<br /><br /><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Click on the "Email This File" blue-icon. For the message window confirming "Continue with Email Dispatch Form?" click "Ok".<br /><br /><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>eFiles service will load the "Email Based File Dispatch" Window. Please enter your recipients email address - who is going to receive this file. Then provide a suitable email subject and short-message as shown below:</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/0/09/EFiles-Email-File-As-Attachment.png" alt="EFiles-Email-File-As-Attachment" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 7B&gt;&gt;<br /><br /><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>eFiles will dispatch an email to the Recipient and attach the file you requested (as an email attachment). A confirmation message will be displayed as shown below:</p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Click on the "Email This File" blue-icon. For the message window confirming "Continue with Email Dispatch Form?" click "Ok".<br /><br /><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>eFiles service will load the "Email Based File Dispatch" Window. Please enter your recipients email address - who is going to receive this file. Then provide a suitable email subject and short-message as shown below:</p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 7C&gt;&gt;</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/0/0c/EFiles-Email-File-As-Attachment-MessageInput.png" alt="EFiles-Email-File-As-Attachment-MessageInput" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>eFiles will dispatch an email to the Recipient and attach the file you requested (as an email attachment). A confirmation message will be displayed as shown below:</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/c/cf/EFiles-Email-File-As-Attachment-Confirmation.png" alt="EFiles-Email-File-As-Attachment-Confirmation" /></p>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
 
<p><span style="font-size: small;"><strong>=== Sending File - As a File Download Link ===</strong></span></p>
 
<p><span style="font-size: small;"><strong>=== Sending File - As a File Download Link ===</strong></span></p>
 
<p style="padding-left: 30px;">A file link is the most suitable way of distributing large files without the need for attaching them to your email. Just create a unique internet-based file-link for your file and send just the link to your Recipient. The recipient can just click on the secure link to access/download the file.<br /><br /><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu as shown in the popup below. Click on the "Create Download Link" blue-earth icon.</p>
 
<p style="padding-left: 30px;">A file link is the most suitable way of distributing large files without the need for attaching them to your email. Just create a unique internet-based file-link for your file and send just the link to your Recipient. The recipient can just click on the secure link to access/download the file.<br /><br /><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu as shown in the popup below. Click on the "Create Download Link" blue-earth icon.</p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 12 C&gt;&gt;<br /><br /><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>eFiles service will load the "Create a File Download Link" Window.</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/2/23/EFiles-Create-FileLink-Icon.png" alt="EFiles-Create-FileLink-Icon" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>eFiles service will load the "Create a File Download Link" Window.</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Click "Yes" for the question - "Email to a friend?"</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Click "Yes" for the question - "Email to a friend?"</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>Then enter your recipients email address - who is going to receive this file. Then provide a suitable email-subject and email-message as shown below:</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>Then enter your recipients email address - who is going to receive this file. Then provide a suitable email-subject and email-message as shown below:</p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 14 A&gt;&gt;<br /><br /><span style="text-decoration: underline;"><strong>STEP 5:</strong></span><strong> </strong>If you are sending this eFile-Link to one of the Cloud-Members within your organization, you can select the recipient-email address by clicking on the "Select Recipient" button. From the popup-window "Select Recipient Member" click on the member-identity-id. eFiles will automatically insert the email address into primary recipient email edit-box (as shown in the diagram above).<br /><br /><span style="text-decoration: underline;"><strong>STEP 6:</strong></span><strong> </strong>Click on the "Create Link" button once you are ready. A confirmation message will be displayed as shown below:</p>
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<p style="padding-left: 30px;"><img src="/wiki/images/3/3f/EFiles-Create-FileLink.png" alt="EFiles-Create-FileLink" /><br /><br /><span style="text-decoration: underline;"><strong>STEP 5:</strong></span><strong> </strong>If you are sending this eFile-Link to one of the Cloud-Members within your organization, you can select the recipient-email address by clicking on the "Select Recipient" button. From the popup-window "Select Recipient Member" click on the member-identity-id. eFiles will automatically insert the email address into primary recipient email edit-box (as shown in the diagram above).<br /><br /><span style="text-decoration: underline;"><strong>STEP 6:</strong></span><strong> </strong>Click on the "Create Link" button once you are ready. A confirmation message will be displayed as shown below:</p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 14 B&gt;&gt;</p>
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<p style="padding-left: 90px;"><img src="/wiki/images/a/ae/EFiles-Create-FileLink-Confirmation.png" alt="EFiles-Create-FileLink-Confirmation" /></p>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
 
<p><span style="font-size: small;"><strong>=== Accessing File-Link to Download a File ===</strong></span></p>
 
<p><span style="font-size: small;"><strong>=== Accessing File-Link to Download a File ===</strong></span></p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>If you received a file-link (from your friend/office) regarding eFiles Service, then click on the link to open the eFiles download page as shown below:</p>
 
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>If you received a file-link (from your friend/office) regarding eFiles Service, then click on the link to open the eFiles download page as shown below:</p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 16 A&gt;&gt;<br /><br /><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>If your file-link was secured with a password, the password will be in the email sent to you by the file-link-owner. Check your email for the password, then type the same next to the item labeled "Access password". <br /><br /><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Then click on the "Verify Access Password" button.<br /><br /><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>eFiles service will verify the password for the requested file-link. If password is valid then the file-download button (large down-arrow sign on page-left) will turn "Green" as shown below.</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/3/31/EFiles-Accessing-FileLink-Window.png" alt="EFiles-Accessing-FileLink-Window" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
<p style="padding-left: 30px;">&lt;&lt;SLIDE 16 B&gt;&gt;<br /><br /><span style="text-decoration: underline;"><strong>STEP 5:</strong></span><strong> </strong>Click on the "File Download" button to download the file.</p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>If your file-link was secured with a password, the password will be in the email sent to you by the file-link-owner. Check your email for the password, then type the same next to the item labeled "Access password". <br /><br /><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Then click on the "Verify Access Password" button.<br /><br /><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>eFiles service will verify the password for the requested file-link. If password is valid then the file-download button (large down-arrow sign on page-left) will turn "Green" as shown below.</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/d/df/EFiles-Accessing-FileLink-Window-Green.png" alt="EFiles-Accessing-FileLink-Window-Green" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 5:</strong></span><strong> </strong>Click on the "File Download" button to download the file.</p>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
<p>=== eFiles Essential File Operations ===<br />==== Create a Folder ====<br />==== Create a File ====<br />==== Delete a File ====<br />==== Edit a File ====<br />==== Rename a File ====<br />==== Download a file (from your Repostiory) ====<br />==== Email a File (As Attachment) ====<br />==== Creating a Zip File ====<br />==== Create Password-Protected ZIP File ====<br />==== Bulk Move/Copy Folder ====<br />==== Bulk Delete Folder ====<br /><br /><br /><span style="font-size: medium;">== eFiles Service - Advanced Concepts ==</span><br /><br />=== Manage File Links ===<br />==== Remove a file link ====<br />==== Re-using a file link ====</p>
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<p><span style="font-size: small;"><strong>=== eFiles Essential File Operations ===</strong></span></p>
<p>=== Create a file copy request ===<br />==== Accept File-Copy-Request ====<br /><br /><span style="font-size: medium;">== HOW TO? ==</span><br />=== How to make uploads faster? ===<br />=== How to distribute files without copying? ===<br />=== Best way to distribute large files? ===<br />=== What are the limitations to email file attachment? ===<br />=== How to increase repository size limit? ===<br />=== How to accept file-copy request? ===<br />=== How to reuse a file link which you created earlier? ===</p>
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<p><span style="font-size: small;"><strong>==== Create a Folder ====</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>To Create a folder, click on "Create Folder" Blue-Icon on top-menu (in file-repository).</p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>eFiles Service loads the "Create New Folder" Window.</p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Enter the name of the New Folder in the edit-box, then click on "Create New Sub-Folder" button as shown below.</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/5/5d/EFiles-FolderCreate-Icon.png" alt="EFiles-FolderCreate-Icon" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>Once the new folder is created, it will appear under file-repository, as shown below:</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/4/45/EFiles-FolderCreate-NewFolderLShown.png" alt="EFiles-FolderCreate-NewFolderLShown" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 5:</strong></span><strong> </strong>If you need to delete this sub-folder at any time, click the operation link next to the folder-name (row) such that Folder-Operations menu will appear (as shown below):</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/8/85/EFiles-FolderDelete-Icon.png" alt="EFiles-FolderDelete-Icon" /><br /><br /></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 6:</strong></span><strong> </strong>Click on the "Delete This Sub-Folder" Red-Icon. Also click on "OK" button when asked to confirm - "Continue with Deletion?".</p>
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<p style="padding-left: 30px;">&nbsp;</p>
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<p><span style="font-size: small;"><strong>==== Create a File ====</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>To Create a New Blank-file, click on "Create File" White-Plus Icon on top-menu (in file-repository).</p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>eFiles Service loads the "Create New File" Window.</p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>Enter the name of the New File in the edit-box, then click on "Create New Blank File" button as shown below.</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/2/20/EFiles-CreateNewFile.png" alt="EFiles-CreateNewFile" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>Once the new file is created, you should see a confirmation message as shown below:</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/0/05/EFiles-CreateNewFile-Confirmation.png" alt="EFiles-CreateNewFile-Confirmation" /></p>
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<p>&nbsp;</p>
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<p><span style="font-size: small;"><strong>==== Delete a File ====</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu. Then click on the "Delete This File" icon as shown below. For the popup alert message "Continue with Deletion?", Click OK.</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/4/45/EFiles-FileDelete-Icon.png" alt="EFiles-FileDelete-Icon" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>On successful deletion of respective file, a confirmation message will be displayed as shown below:</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/a/a9/EFiles-FileDelete-Confirmation.png" alt="EFiles-FileDelete-Confirmation" /></p>
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<p>&nbsp;</p>
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<p><strong><span style="font-size: small;">==== Edit a File ====</span></strong></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu. Then click on the "Edit File" icon as shown below.</p>
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<p style="padding-left: 30px;"><img src="/wiki/images/c/ce/EFiles-FileEdit-Icon.png" alt="EFiles-FileEdit-Icon" /><br /><br /><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Answer "OK" for when eFiles Service will display confirmation window asking - "Continue with Editing the file &lt;&lt;file name&gt;&gt;?"<br /><br /><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>eFiles Service loads the "Edit a file" window and displays the content of the text file within the text box as shown below:</p>
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<p style="padding-left: 60px;"><img src="/wiki/images/2/26/EFiles-FileEdit-Window.png" alt="EFiles-FileEdit-Window" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 4:</strong></span><strong> </strong>Edit the file contents as per required modifications and then click on "Save File Changes" button.</p>
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<p style="padding-left: 30px;">&nbsp;</p>
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<p><span style="font-size: small;"><strong>==== Rename a File ====</strong></span></p>
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<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu. Then click on the "Rename This File" icon as shown below. The eFiles Service will display "Rename File/Folder Window" as shown below:</p>
 +
<p style="padding-left: 30px;"><img src="/wiki/images/c/cf/EFiles-FileRename-Icon.png" alt="EFiles-FileRename-Icon" /><br /><br /><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Enter new name for your file and click on "Rename Now" button.<br /><br /><span style="text-decoration: underline;"><strong>STEP 3:</strong></span><strong> </strong>On successful rename of respective file, a confirmation message will be displayed as shown below:</p>
 +
<p style="padding-left: 60px;"><img src="/wiki/images/f/fe/EFiles-FileRename-Confirmation.png" alt="EFiles-FileRename-Confirmation" /></p>
 +
<p>&nbsp;</p>
 +
<p><span style="font-size: small;"><strong>==== Download a file (from your Repostiory) ====</strong></span></p>
 +
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 1:</strong></span><strong> </strong>Click on the File Name to display the File-Operations menu. Then click on the "Download This File" icon as shown below.</p>
 +
<p style="padding-left: 60px;"><img src="/wiki/images/9/90/EFiles-FileDownload-Icon.png" alt="EFiles-FileDownload-Icon" /><br /><br /><span style="text-decoration: underline;"><strong>&nbsp;</strong></span></p>
 +
<p style="padding-left: 30px;"><span style="text-decoration: underline;"><strong>STEP 2:</strong></span><strong> </strong>Click "OK" for the confirmation window "Start downloading now?". eFiles will download the requested file to your local computer or device/iPad.</p>
 +
<p>&nbsp;</p>
 +
<ol></ol>
 +
<p><br /><br /><span style="font-size: medium;">== eFiles Service - Advanced Concepts ==</span><br /><br /></p>
 +
<ol>
 +
<li>Email a File (As Attachment)</li>
 +
<li>Creating a Zip File</li>
 +
<li>Create Password-Protected ZIP File</li>
 +
<li>Bulk Move/Copy Folder</li>
 +
<li>Bulk Delete Folder</li>
 +
<li>Manage File Links</li>
 +
<li>Remove a file link</li>
 +
<li>Re-using a file link</li>
 +
<li>Create a file copy request</li>
 +
<li>Accept File-Copy-Request</li>
 +
</ol>
 +
<p><br /><span style="font-size: medium;">== HOW TO? ==</span></p>
 +
<ol>
 +
<li>How to make uploads faster?</li>
 +
<li>How to distribute files without copying?</li>
 +
<li>Best way to distribute large files?</li>
 +
<li>What are the limitations to email file attachment?</li>
 +
<li>How to increase repository size limit?</li>
 +
<li>How to accept file-copy request?</li>
 +
<li>How to reuse a file link which you created earlier?</li>
 +
</ol>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
 
<p><span style="font-size: small;"><br /></span></p>
 
<p><span style="font-size: small;"><br /></span></p>

Latest revision as of 13:30, 18 October 2017

Contents

What is eFiles Service

Online File Manager Repository Service allows users and organizations to manage files and data online without the hassle of carrying physical drives everywhere. As a hosted file sharing and management service, File Manager allows users to upload, download, email, communicate and manage files (and data) online. File Manager provides you a secure, safe and dedicated online space which can be used for storing files and data over the internet, using just your web browser. Users don’t need any additional software or hardware to use this service.

 

eFiles Service Features


  1. Access your business data – Files & Folders from anywhere
  2. Upload, download files from any-computer/laptop, cell-phone or tablet computer
  3. Supports Multi-User Environment (for user-groups and organization employees)
  4. Create Internet-File Link and Internet-File-Copy Link and give it your friends and business contact
  5. Use just your browser – Internet Explorer Browser, Firefox Browser, Safari Browser & Google Chrome Browser
  6. You can choose an online Storage space from 2 GB (Gigabytes) to 50 TB (Terabytes)
  7. Store all your business data and important Files/Folders – Securely online in your private cloud.
  8. Stop losing important data – From Lost-Flash-drive, Hard-drive Crash, Broken DVDs, CDs & Crashed Computers!
  9. Create compressed ZIP files online (no WinZip, or Zip software needed)
  10. Allows your business contact and friends to download file (Securely) – “Without having a Member account”
  11. Create & Edit your files online
  12. Advanced File Distribution Workflow – Allows distribution of file links securely “With Tracking”
  13. Secure File Access – Via Password Token & SSO (Single Sign-On) Identity Management System
  14. Secure File Transfers – SSL Encryption Supported to prevent against common attacks
  15. Secure File Storage – via Data Encryption and Secure-ZIP Security

 

eFiles Service - Beginner Guide

Upload a File

STEP 1: Click on the "eFiles Service" Icon to start the eFiles Service.

Portal-home-eFiles-link

STEP 2: Once the eFiles Service loads you should see the Service home page. Click on "My Files" icon to load the Home Folder as shown below:

EFiles-Home-Page 

STEP 3: Click on "Upload A File" icon from top-menu as shown below:

EFiles-FileUpload-Icon

 

STEP 4: eFiles Service will load the File Upload page, select the file from your local computer to upload to the eFiles Cloud Repository by clicking on the "Browse" button next to the "Select File" item.

EFiles-FileUpload-UploadNow

 

STEP 5: Make sure to check the "Agreement" checkbox - which confirms that you are responsible for the file-contents and you are the owner of the data being uploaded to your private cloud repository. Also make sure a "Target Folder" (with a green checkmark) is displayed. This is the default/selected folder where your file will get uploaded into.

EFiles-FileUpload-Single

 

STEP 6: Finally click on the "Upload Now" button to begin the file-upload operation. Once the file is uploaded successfully, an updated view of the folder where the file was uploaded will appear automatically.

EFiles-FileUpload-Complete

 

Upload Multiple files


STEP 1: eFiles Service allows uploading upto 5 files at one time.

STEP 2: Click "Multiple Files" button on the "File Upload" page to view options to select multiple files for upload as shown below:

EFiles-FileUpload-Multiple

 

STEP 3: Once all the selectd files are uploaded successfully, an updated view of the folder where the file was uploaded will appear automatically.



Sending File - As an email attachment

Its very easy to distribute a file already uploaded/available in your eFile Repository. If the file is less than 2 MB (Megabyte) size then you can send the file as an email attachment.


STEP 1: Click on the File Name to display the File-Operations menu as shown in the popup below:

EFiles-Email-File-As-Attachment

 

STEP 2: Click on the "Email This File" blue-icon. For the message window confirming "Continue with Email Dispatch Form?" click "Ok".

STEP 3: eFiles service will load the "Email Based File Dispatch" Window. Please enter your recipients email address - who is going to receive this file. Then provide a suitable email subject and short-message as shown below:

EFiles-Email-File-As-Attachment-MessageInput

 

STEP 4: eFiles will dispatch an email to the Recipient and attach the file you requested (as an email attachment). A confirmation message will be displayed as shown below:

EFiles-Email-File-As-Attachment-Confirmation

 

Sending File - As a File Download Link

A file link is the most suitable way of distributing large files without the need for attaching them to your email. Just create a unique internet-based file-link for your file and send just the link to your Recipient. The recipient can just click on the secure link to access/download the file.

STEP 1: Click on the File Name to display the File-Operations menu as shown in the popup below. Click on the "Create Download Link" blue-earth icon.

EFiles-Create-FileLink-Icon

 

STEP 2: eFiles service will load the "Create a File Download Link" Window.

STEP 3: Click "Yes" for the question - "Email to a friend?"

STEP 4: Then enter your recipients email address - who is going to receive this file. Then provide a suitable email-subject and email-message as shown below:

EFiles-Create-FileLink

STEP 5: If you are sending this eFile-Link to one of the Cloud-Members within your organization, you can select the recipient-email address by clicking on the "Select Recipient" button. From the popup-window "Select Recipient Member" click on the member-identity-id. eFiles will automatically insert the email address into primary recipient email edit-box (as shown in the diagram above).

STEP 6: Click on the "Create Link" button once you are ready. A confirmation message will be displayed as shown below:

EFiles-Create-FileLink-Confirmation

 

Accessing File-Link to Download a File

STEP 1: If you received a file-link (from your friend/office) regarding eFiles Service, then click on the link to open the eFiles download page as shown below:

EFiles-Accessing-FileLink-Window

 

STEP 2: If your file-link was secured with a password, the password will be in the email sent to you by the file-link-owner. Check your email for the password, then type the same next to the item labeled "Access password".

STEP 3: Then click on the "Verify Access Password" button.

STEP 4: eFiles service will verify the password for the requested file-link. If password is valid then the file-download button (large down-arrow sign on page-left) will turn "Green" as shown below.

EFiles-Accessing-FileLink-Window-Green

 

STEP 5: Click on the "File Download" button to download the file.

 

eFiles Essential File Operations

Create a Folder

STEP 1: To Create a folder, click on "Create Folder" Blue-Icon on top-menu (in file-repository).

STEP 2: eFiles Service loads the "Create New Folder" Window.

STEP 3: Enter the name of the New Folder in the edit-box, then click on "Create New Sub-Folder" button as shown below.

EFiles-FolderCreate-Icon

 

STEP 4: Once the new folder is created, it will appear under file-repository, as shown below:

EFiles-FolderCreate-NewFolderLShown

 

STEP 5: If you need to delete this sub-folder at any time, click the operation link next to the folder-name (row) such that Folder-Operations menu will appear (as shown below):

EFiles-FolderDelete-Icon

STEP 6: Click on the "Delete This Sub-Folder" Red-Icon. Also click on "OK" button when asked to confirm - "Continue with Deletion?".

 

Create a File

STEP 1: To Create a New Blank-file, click on "Create File" White-Plus Icon on top-menu (in file-repository).

STEP 2: eFiles Service loads the "Create New File" Window.

STEP 3: Enter the name of the New File in the edit-box, then click on "Create New Blank File" button as shown below.

EFiles-CreateNewFile

 

STEP 4: Once the new file is created, you should see a confirmation message as shown below:

EFiles-CreateNewFile-Confirmation

 

Delete a File

STEP 1: Click on the File Name to display the File-Operations menu. Then click on the "Delete This File" icon as shown below. For the popup alert message "Continue with Deletion?", Click OK.

EFiles-FileDelete-Icon

 

STEP 2: On successful deletion of respective file, a confirmation message will be displayed as shown below:

EFiles-FileDelete-Confirmation

 

Edit a File

STEP 1: Click on the File Name to display the File-Operations menu. Then click on the "Edit File" icon as shown below.

EFiles-FileEdit-Icon

STEP 2: Answer "OK" for when eFiles Service will display confirmation window asking - "Continue with Editing the file <<file name>>?"

STEP 3: eFiles Service loads the "Edit a file" window and displays the content of the text file within the text box as shown below:

EFiles-FileEdit-Window

 

STEP 4: Edit the file contents as per required modifications and then click on "Save File Changes" button.

 

Rename a File

STEP 1: Click on the File Name to display the File-Operations menu. Then click on the "Rename This File" icon as shown below. The eFiles Service will display "Rename File/Folder Window" as shown below:

EFiles-FileRename-Icon

STEP 2: Enter new name for your file and click on "Rename Now" button.

STEP 3: On successful rename of respective file, a confirmation message will be displayed as shown below:

EFiles-FileRename-Confirmation

 

Download a file (from your Repostiory)

STEP 1: Click on the File Name to display the File-Operations menu. Then click on the "Download This File" icon as shown below.

EFiles-FileDownload-Icon

 

STEP 2: Click "OK" for the confirmation window "Start downloading now?". eFiles will download the requested file to your local computer or device/iPad.

 



    eFiles Service - Advanced Concepts



    1. Email a File (As Attachment)
    2. Creating a Zip File
    3. Create Password-Protected ZIP File
    4. Bulk Move/Copy Folder
    5. Bulk Delete Folder
    6. Manage File Links
    7. Remove a file link
    8. Re-using a file link
    9. Create a file copy request
    10. Accept File-Copy-Request


    HOW TO?

    1. How to make uploads faster?
    2. How to distribute files without copying?
    3. Best way to distribute large files?
    4. What are the limitations to email file attachment?
    5. How to increase repository size limit?
    6. How to accept file-copy request?
    7. How to reuse a file link which you created earlier?