New Look: Default FileShare Settings

Just set it and Forget it.  File-Assist allows you to customize how you send FileShare links and save those customizations so they show up on future FileShare Links.

Table of Contents

How to Access FileShare Defaults

1. Log into your File-Assist account.

2. Click the Hamburger Menu 

 

3. Hover over Manage

4. Select FileShare links

General

1. Security- Link Expiration

  • Allows you to limit the time frame in which a recipient can access shared files and folders.

2.. Do Not Display

  • My Name-  Allows you to keep your name from appearing on your FileShare Link.
  • My Email Address- Allows you to keep your email from showing up on your FileShare Link.
  • Comments- Allows you to hide any comments on files and folders.

3. Tracking

  • Email when files are uploaded- When a file is uploaded via the FileShare Link, an email will be sent to the sender of the link.
  • Email me when the Link is accessed for the first time-Will email the owner of the Link when a recipient accesses the link for the first time.
  • Record Link activity in the History Log- This will allow for any activity that is performed with the FileShare Link to be tracked and recorded in the History Log.

4. Display- Allows you to set how your Files will appear within the FileShare.

  • File View- Displays your files in a standard list
  • Media View- Displays your files in the online file viewer.

5. Update Settings- Saves any changes made

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Access

1. Download and View and View Only- This toggle allows you to control if  a recipient can download and look at the file in question or if they can simply look at the file

2. File Download Limit- This allows the control of how many times the file is downloaded

3. Watermark- Allows you to add a custom watermark to a previewed file.

4. Update Settings- Saves any changes made

 

 

Cover Page

1. Cover Page On/Off- This option allows you to customize your FileShare link by adding a title and description. You can also add additional requirements like verification Check marks, signatures, and verification text.

2. Title- Create a title for your cover page

3. Message-  Allows a personalized message and description for your Cover page

4. Additional Requirements- Allows you to request input from the recipient that will allow them to access the link

  • Checkbox Approval- Allows you to create a personalized checkbox that must be clicked on to access the file.
  • Verification Text-  Requires a recipient to enter text to like their name and confirm their identity.
  • Signature- Requires the recipient to enter a signature to access the file.

Update Settings- Saves any changes made.

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Advanced

 

1. Save recipient(s) to Contact List- This allows you to manually enter an email address and then save it to your contact list for future correspondence.

2. Sent From address- Allows you to have your own email or File-Assist's email show on the FileShare link in case your own email is blocked or flagged as spam.

3. Personalized Email- Allows you to enter a personalized email to the recipient

4. Return URL- Redirects recipients to a specified web address.

5. Update Settings- Saves any changes made.

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