Receive Folders

Receive Folders

Receive folders make it easy for other people to send you files without going through the hassle of setting them up as users on your account. Just like shared folders, the files collected in receive folders are stored inside your account.

How do receive folders work?

  1. You pick a method for customers and clients to upload files to you. This can be a link to a web form provided by ExaVault or it can be an upload widget embedded into your own web site. When you've decided on an upload method, create your receive folder.
  2. Your customers and clients use the web form or upload widget to send files to your ExaVault account.
  3. Files are stored in the designated receive folder. Optional notification emails let you know when new files have arrived.

Creating a Receive Folder

Creating a Receive Folder in the File Manager

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Creating and managing receive folders with SWFT

To create a receive folder in the File manager, right click on the folder (or use the drop-down menu) and select the Receive option. The folder will now be activated as a receive folder.

Using the Sharing Page

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Creating and managing receive folders with SWFT

To create a new receive folder via the sharing page:

  1. Click the Sharing button on the main menu.
  2. Click on the RECEIVE tab.
  3. Click the BROWSE FILE MANAGER button to select the destination folder for uploaded files.
  4. Choose how you will share your folder's location. You can email people directly, create a link that you'll share in another way, or embed an upload widget into your own web page.
  5. Choose who is notified when files are uploaded. You can set the folder to notify several people, just yourself, or no one at all.
  6. Set the Advanced Options, as appropriate.
  7. Click the CONFIRM SHARE button.

Changing Settings for a Receive Folder

You can access the settings for a receive folder from the files area, or from the SHARE ACTIVITY.

To access a receive folder's settings in the files area:

  1. Locate your folder in the files area.
  2. Click on the button receive and then go to Settings or click the drop-down menu.
  3. Choose Edit Receive from the menu.

To access a receive folder's settings in SHARE ACTIVITY:

  1. Click the Activity button on the main menu.
  2. Click on the SHARE ACTIVITY tab.
  3. Locate your receive folder in the list and click on it.
  4. In the pop-up that is displayed, change the desired settings.

Disabling a Receive Folder

When you no longer want your receive folder available for people to upload files to you, you can deactivate the receive folder.

To disable a receive folder:

  1. Click the Activity button on the main toolbar.
  2. Click on the SHARE ACTIVITY tab.
  3. Locate your receive folder in the list and click the drop-down menu.
  4. Choose Stop Sharing.

Working With Existing Receive Folders

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Sharing History

The SHARE ACTIVITY let you interact with your receive folders in several ways. You can invite new recipients to your folder, view the submit page, change the settings, and even disable access to the receive folder.

  1. Click the Activity button on the main toolbar.
  2. Click on the SHARE ACTIVITY tab.
  3. Locate the entry for your receive folder in the history.
  4. Click on the drop-down arrow to the right of your entry to display the menu of options:
    • Settings will allow you to make changes to the sharing settings, such as password and expiration.
    • Invite lets you send an invitation to the receive folder.
    • Preview will display the same page that your recipients see when they access the receive folder.
    • Stop Sharing will disable access to the folder completely.

Ways to Upload Files to a Receive Folder

Using a receive folder, there are multiple ways folks can send you files without ever logging in to ExaVault.

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Uploading files to receive folders

You can provide a web link (by email or by placing the link on your website) to access the upload files. Users clicking the link will be taken to a basic web form. All they have to do is fill out the fields and select the file(s) to upload. Submitters receive a confirmation email when the files are uploaded.

Upload Widget

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Uploading files to receive folders with the upload widget

You can download code for the upload widget when setting up your receive folder. Including this code in your own web form lets you control the appearance of the page as well as letting you collect other information. Instead of a form, users will see a widget that allows them to select and upload files. Files submitted through the upload widget will be placed in the linked receive folder.

Technical details on using the upload widget can be found in the developer notes.

Receive Folder Settings

There are many settings for controlling the behavior of your receive folder. These can be configured when the folder is created or afterward by viewing the folder's sharing settings.

Notification Settings

When files are uploaded to your folder, an email receipt is automatically sent to the person who uploaded to provide confirmation that files were successfully sent. In addition, you can configure the folder to send a similar notification to you (or someone else you designate), which will include the submitter's email address and a digest of their files. The options are:

  • Send a notification to me when files have been uploaded - Will send a message the to user who created the receive folder.
  • Let me choose who gets notified when files are uploaded - Whatever addresses you enter will be notified when files are uploaded.
  • Don't send any notifications to anyone, including me - No delivery notice will be sent, but the email receipt will still be sent to the person who uploads the files.

Expiration Date

If you set an expiration date for your folder, then it will not accept any submissions after the date you select. People who try to access the folder after the expiration date will receive a message that it is no longer available.

To set the expiration date on a new receive folder:

  1. At the bottom of the page where you are setting everything up, click the Show Advanced Options link.
  2. Choose the expiration date from the pop-up calendar.

To change the expiration date on an existing receive folder:

  1. Locate the folder in the files area or in the SHARE ACTIVITY.
  2. Click on the entry and stay on the Settings tab.
  3. Go to the Expiration and change the expiration date if needed.
  4. Click the SAVE CHANGES button to save your changes.

Organize Into Separate Folders

When you set up a receive folder, all of the files that are uploaded will be placed into that folder automatically. If you would like to keep different people's files in different folders, you'll need to check the box next to the Organize uploaded files into separate folders setting. By turning this setting on, a new folder is created within your receive folder for each email address that submits files.

To enable this setting on a new receive folder:

  1. At the bottom of the page where you are setting everything up, click the Show Advanced Options link.
  2. Check the box next to the words Organize uploaded files into separate folders.

To change this setting on an existing receive folder:

  1. Locate the folder in the files area or in the SHARE ACTIVITY.
  2. Click on the entry and stay on Settings tab.
  3. Check the box next to the words Organize uploaded files into separate folders.
  4. Click the SAVE CHANGES button to save your changes.

Require a Password

If you are sharing your receive folder through a link or embedded in your own website, you may want to enable the Require Password to Access setting. When this setting is turned on, users will be prompted for their password before they are allowed to upload any files.

To set the password for a new receive folder:

  1. At the bottom of the page where you are setting everything up, click the Show Advanced Options link.
  2. Type your password in the password field.

To change the password for an existing receive folder:

  1. Locate the folder in the files area or in the SHARE ACTIVITY.
  2. Click on the entry and stay on the Settings tab.
  3. Type a new password into the password field, or make it blank to remove the password.
  4. Click the SAVE CHANGES button to save your changes.

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account/05-file-sharing/04-receive-folders.txt · Last modified 2019/02/06 16:28 (external edit)