Web Users Guide

July 2015

Copyright 2015Accellion,[Link].
Theseproducts,documents,andmaterialsareprotectedbycopyrightlawanddistributedunderlicenses
restrictinguse,copying,distribution,anddecompilation.
Accellion,theAccellionlogo,andkiteworksareregisteredtrademarksofAccellion,[Link]
[Link].

CorporateHeadquarters

ContactUs

Accellion
1804EmbarcaderoRoad,Suite200
PaloAlto,CA94303,USA

p.1.650.485.4300|f.1.650.485.4308
[Link]

Table of Contents

Preface ..........................................................................................................................................

vii

Welcome ......................................................................................................................................
Audience ......................................................................................................................................
WhatsNew..................................................................................................................................
kiteworksUpdate3:July2015 ...............................................................................................
kiteworksUpdate2:May2015 .............................................................................................
kiteworksUpdate1:April2015.............................................................................................

vii
vii
vii
vii
viii
viii

Using kiteworks ........................................................................................................................

Whatiskiteworks?......................................................................................................................... 9
SupportedBrowsers ................................................................................................................. 9
SignIn........................................................................................................................................... 10
TwoFactorAuthentication .................................................................................................... 11
GetOriented:AGuidedTour ....................................................................................................... 12
TheNavigationPane:GettingAroundinkiteworks ............................................................... 13
WhereYouWork .................................................................................................................... 14
DetailView:ExploreYourFilesandFolders ......................................................................14
ListView:ManageYourFilesandFolders .........................................................................15
RecentActivitiesView:TrackYourWork ............................................................................... 17
GoMobile............................................................................................................................... 18
Collaborate................................................................................................................................... 19
FolderManagementandActions................................................................................................. 20
CreateaNewFolder............................................................................................................... 21
ShareAccesstoaFolder......................................................................................................... 22
Roles ..................................................................................................................................23
ChangeUserRoles .............................................................................................................25
DeleteaUser .....................................................................................................................26
ManageYourStorageQuota .................................................................................................. 27
SendanEmailtotheUsersofaFolder .................................................................................. 27
FolderActions......................................................................................................................... 29
EditFolderProperties........................................................................................................29
ManageNotifications ........................................................................................................30
DownloadanEntireFolder ................................................................................................31

kiteworks Web Users Guide

Page iii

Troubleshooting...........................................................................................................32
UseZipFilesforEasyTransferofMultipleFiles ..........................................................32
DeleteaFolder ..................................................................................................................33
RecentActivities ..................................................................................................................... 33
MakeaFolderaFavorite........................................................................................................ 34
AccessEnterpriseContentSources(LicenseEnabled)........................................................... 34
AddaNewEnterpriseContentSourcetokiteworks .........................................................36
SharePointandSharePointOnline...............................................................................37
FileShare(CIFS/SMB/DFS)...........................................................................................37
Documentum ...............................................................................................................38
OpenTextContentServer ............................................................................................39
eDOCS ..........................................................................................................................39
Dropbox .......................................................................................................................40
MicrosoftOneDrive ..................................................................................................... 40
RemoveanEnterpriseContentSourcefromkiteworks ....................................................42
FileManagementandActions ..................................................................................................... 42
AddorUploadFiles ................................................................................................................ 43
UploadtoFolder................................................................................................................43
UploadFile(s)viaApplet....................................................................................................44
Troubleshooting...........................................................................................................45
DragandDropintokiteworks............................................................................................46
DragandDropbetweenFolders..................................................................................47
UploadtotheMoveTray...................................................................................................48
Download ............................................................................................................................... 48
OnlineViewer ....................................................................................................................49
DownloadFile(s)viaApplet.................................................................................................... 51
Troubleshooting ................................................................................................................52
PushFile ................................................................................................................................. 52
Lock/Unlock............................................................................................................................ 53
DeleteandRecoveraDeletedFile ......................................................................................... 54
DeleteaFile .......................................................................................................................54
RecoveraDeletedorExpiredFile......................................................................................54
DetailView...................................................................................................................55
ListView.......................................................................................................................56
DeleteaFilePermanently .................................................................................................56
DetailView...................................................................................................................57
ListView.......................................................................................................................58
ViewandChangeVersions ..................................................................................................... 58
DownloadVersion .............................................................................................................60
MakeCurrent.....................................................................................................................60
DeleteVersion ...................................................................................................................60
AddNewVersion ...............................................................................................................61
TheMoveTray........................................................................................................................ 61
MoveTrayActions:CopyandMove..................................................................................61
UploadFilesDirectlytotheMoveTray .............................................................................63
UsetheMoveTraytoCollaboratewithOutsideUsersonEnterpriseContentFiles.........63
ChangeFileExpirationDate ................................................................................................... 65
Mail......................................................................................................................................... 66
Whenyousendorreceiveafile,sendafilepreview,orsaveanemaildraft,thatactivity

Page iv

kiteworks Web Users Guide

appearsinthefolderusingthedetailviewand..........................................................66
EmailaFile.........................................................................................................................67
EmailaPreviewofaFile ....................................................................................................69
RequestaFile ....................................................................................................................72
AddTasksandComments ...................................................................................................... 77
Tasks ..................................................................................................................................77
AssignaTask ................................................................................................................ 78
ChangetheStatusofaTask.........................................................................................79
Comments .........................................................................................................................80
AddaComment ...........................................................................................................80
RespondtoaComment ...............................................................................................81
SearchFunctions .......................................................................................................................... 82
BasicSearch............................................................................................................................ 82
EnhancedSearch .................................................................................................................... 83
SearchFiltering ..................................................................................................................85
EditSettings ................................................................................................................................. 86
AccountInfo ........................................................................................................................... 87
DisplayName.....................................................................................................................87
ProfilePicture ....................................................................................................................87
Password ...........................................................................................................................88
Preferences ............................................................................................................................ 88
Language............................................................................................................................89
TimeZone ..........................................................................................................................89
MessageSignature ............................................................................................................89
ContactsandGroups .............................................................................................................. 89
ManageContacts...............................................................................................................90
AddaContact ..............................................................................................................90
EditaContact...............................................................................................................91
DeleteaContact ..........................................................................................................91
AddaGroup.................................................................................................................91
EditaGroup .................................................................................................................93
SFTPKeys................................................................................................................................ 94
GenerateSFTP ...................................................................................................................94
AddSFTP ............................................................................................................................95
DeleteSFTP........................................................................................................................95

kiteworks Resources ............................................................................................................

97

Appendix A: Icons and Symbols .................................................................................

99

Appendix B: EC Compatibility ....................................................................................

105

kiteworks Web Users Guide

Page v

Page vi

kiteworks Web Users Guide

1Preface

Welcome
AtAccellion,[Link].
Whetheryouaresharingfileswithinyourorganization,orcollaboratingwithmultipleteamsacrossthe
globe,wearecommittedtoprovidingyouwiththedefinitiveplatformforworkingwithcontentsecurely.
Welcometokiteworks.
Thekiteworkssolutiongivesyoupowerfulandsecureaccesstocontentwhereveryouare,soyoucan
[Link],youcanworkseamlesslyfromwebbrowser,todesktop,totablet
andsmartphoneandyouarealwaysconnectedtoyourfiles.

Audience
ThisdocumentationisintendedforusersofthekiteworkssolutionbyAccellion.

WhatsNew
Eachreleaseofthedocumentationtrackswiththecurrentversionofthesoftware.

kiteworksUpdate3:July2015

Youcannowdraganddropfilesdirectlybetweenkiteworksfolders

Newmailview.

FolderUploadisnowlistedintheActivityStream.

Userscannowuploadanentirefolderstructureviawebapplet.

Folderscanbesentasazipfileforsharing.

Mobilesync/pushmakesafileavailableonalldevicesforofflineviewing.

AbilitytogenerateoraddSFTPkeypairs.

kiteworks Web Users Guide

Page vii

Preface
Whats New

kiteworksUpdate2:May2015

UpdatedtheUserInterfacewiththefollowingimprovements;refertoGetOriented:AGuidedTour:

Movedthemainbuttonstotheleftandaddedlabelsforeasiernavigation.

Lightenedthebackgroundforimprovedreadability.

TogglebuttontoswitchbetweenListviewandDetailviewforincreasedproductivity.

Addediconsnexttotheactionsinthedropdownmenusforeasierrecognition.

kiteworksUpdate1:April2015

Page viii

EnhancedtheRequestaFilefeaturetoallowfileswithinthefoldertobeviewabletoallusers.

AddedmailtotheEnhancedSearchfeature.

AddedtheabilitytoChangeFileExpirationDateofafile.

AddedOpenTexteDOCSDMtotheavailableECconnectors.

AdministrativeenhancementstothekiteworksWebUsersGuide.

kiteworks Web Users Guide

1Usingkiteworks

Whatiskiteworks?
kiteworksisasecurefilesharingsolutionfromAccellionthatenablesyoutosecurelyandeasilyaccess
andshareenterpriseinformationanytime,[Link]
andonthego,[Link]
andsecureaccesstocontentwhereveryouare,soyoucansharewithconfidence.
[Link]
mobileapp,GoMobile.

SupportedBrowsers
Thekiteworksinterfacesupportsthefollowingbrowsers:
Table 1. SupportedBrowsers
Browser

VersionandNotes

InternetExplorer

IE9.0andup
Note

Drag&DropandmultiplefileselectarenotsupportedinIE9becauseofthe
limitedHTML5supportinIE9.AccellionrecommendsusingIE10.0andup.

Firefox

Firefox26andup

Chrome

Chrome31andup

Safari

Safari5.1.10andup
Note

SomedefaultsettingsinSafarimayneedtobechangedfortheJavaappletto
[Link].

TheJavaappletsupportsJava6update31andup.

kiteworks Web Users Guide

Page 9

Using kiteworks
Sign In

SignIn
YoureceiveanemailasbelowfromyourAdministrator,indicatingthatyourkiteworksaccounthasbeen
[Link],andyouaretakentothekiteworksURL,whereyoucansignin.

Thefollowingscreenappears.
Note

Bookmarkthispageforfuturereference;thisisyouraccesspointtokiteworks.

Addyourusername(youremailaddress)[Link]
available,[Link].
Ifyouhaveforgottenyourpassword,clickForgotpassword,andyourAdministratorwillprocessyour
request,usuallybysendingyouanewactivationlink.

Page 10

kiteworks Web Users Guide

Using kiteworks
Sign In

TwoFactorAuthentication
TwoFactorAuthentication(2FA)isalicenseenabledfeaturethatrequiresanadditionalsecuritystep
whenuserslogintokiteworks.2FAenhancestheregularauthenticationbyaddingapossessionfactor
(somethingtheuserhas,suchasatoken,SMSbasedphoneordevice,oremailconnection)witha
knowledgefactor(somethingtheuserknows,suchasapassword)intotheauthenticationprocess.

kiteworks Web Users Guide

Page 11

Using kiteworks
Get Oriented: A Guided Tour

GetOriented:AGuidedTour
Thekiteworkswebinterfaceismadeupofanavigationpaneattheleftofthescreenthatgovernsall
views,andadetailviewandlistview.

Detail View:

Folder Selected

Navigation Panel

Actions on files
or folders

File Selected

List View:
Actions on files
or folders
Folder and File
Selected

Page 12

TheNavigationPane:GettingAroundinkiteworks

WhereYouWork

RecentActivitiesView:TrackYourWork

kiteworks Web Users Guide

Using kiteworks
Get Oriented: A Guided Tour

TheNavigationPane:GettingAroundinkiteworks
Attheleftofthescreenisanavigationpanefromwhichyoucanperformhighlevelfunctionsandnavigate
throughyourviewsofkiteworks.

Theiconsaredescribedinthefollowingtable.
Table 2. TopMenuIcons
Button(selected)

Description

Notes

Allfiles

[Link],refertoWhere
YouWork.

Sharedfolders

Filtersthelistoffolderstothoseyouhavesharedwithotherusersorfoldersthathave
[Link],withunsharedfolders
[Link],refertoDetailView:ExploreYourFiles
andFoldersandShareAccesstoaFolder.

Favorites

[Link]
thedetailview,butshowsonlythefoldersyouhavemarkedasfavorites.
Formoreinformation,refertoDetailView:ExploreYourFilesandFoldersandMakea
FolderaFavorite.

Recentactivities

JumpstotheActivityviewformanagingtasks,comments,[Link]
moreinformation,refertoRecentActivitiesView:TrackYourWork.

Mail

[Link],refertoEmailaFile.

Movetray

[Link],refertoTheMoveTray.

kiteworks Web Users Guide

Page 13

Using kiteworks
Get Oriented: A Guided Tour

WhereYouWork
[Link]
performactionsoneachitemindividually,usethedetailview(DetailView:ExploreYourFilesandFolders).
Toseeandperformactionsonfoldersandfilesinthecontextofthefileandfolderstructureinkiteworks,
usethelistview(ListView:ManageYourFilesandFolders).

DetailView:ExploreYourFilesandFolders
Thedetailviewisyourdefaultview,[Link]
foldersandfilestowhichyouhaveaccess,aswellasdetailsabouteachfileandfolder.

Folder Selected:
A
B

D
F

File
Fi
le S
Selected:
elec
el
ecte
ec
ted:
te
d:
H
G

Navigation Pane

Thespecificsectionsofthisscreenaredescribedinthefollowingtable.
Table 3. DetailView
Identifier

Description

Notes

Search,Help,Settings

UsethebannerbarforperformingSearchFunctions,accessingtheHelp,andhow
toEditSettingsforyouraccount.

Listview

[Link]:ManageYour
FilesandFolders.

Pathtofolderstructure

[Link]
clickeachleveltonavigatethroughthefilestructure.

Actions

Allowsyoutoperformactionsonselectedfilesandfolders,includinguploading
newfiles,addingnewfolders,requestingfiles,andotheractionsspecifictothe
selectedfileorfolder.

Contentsofselectedfolder

Showsallcontentsofthecurrentfolder.

Folderdetails

Showsinformationabouttheselectedfolder,includingyourroleinthatfolder.
Formoreinformationaboutthefolder,clicktheexpandbutton(
).

Page 14

kiteworks Web Users Guide

Using kiteworks
Get Oriented: A Guided Tour

Table 3. DetailView
Identifier

Description

Notes

Activitiesrelatedtothefolder Includesinformationaboutinvitations,fileuploads,locked/unlockedfiles,etc.

Thumbnailofthefile

[Link]
thefile,clicktheeyebutton(
).

Filecollaborationbuttons

ShowsyouTasks,Comments,andVersionsrelatingtotheselectedfile.

ListView:ManageYourFilesandFolders
Thelistview,accessedbyclickingtheViewbutton,showsyouinformationabouthowtomanage
yourfilesandfolderswithinanavigationalstructure.

Folder Selected
A
B

D
G
F

Actions on selected
files or folders

File
Selected

I
J

File and Folder

Selected

kiteworks Web Users Guide

Page 15

Using kiteworks
Get Oriented: A Guided Tour

Thespecificsectionsofthisscreenaredescribedinthefollowingtable.
Table 4. ListView
Identifier

Description

Notes

Search,Help,Settings

UsethebannerbarforperformingSearchFunctions,accessingtheHelp,andhow
toEditSettingsforyouraccount.

DetailView

[Link]:Explore
YourFilesandFolders.

Pathtofolderstructure

[Link]
clickeachleveltonavigatethroughthefilestructure.

Actions

Allowsyoutoperformactionsonselectedfilesandfolders,includinguploading
newfiles,addingnewfolders,requestingfiles,andotheractionsspecifictothe
selectedfileorfolder.

Contentsofselectedfolder

[Link]
collapsethefolders.

Listoffiles/folders

[Link],clickthebox
[Link],clicktheboxinthe
header.

Search

AllowsyoutoperformanBasicSearchofthecontentsoffiles,folders,andemails
sent/received.

Selecteditem(s)header

Showsyouwhatiscurrentlyselectedinthefolder,andshortcutstotheactions
youcanperformonthoseitems.

Filter

Allowsyoutofilterthefoldertoshow:

Page 16

Actionshortcuticons

Allitems

Thosemanagedbyyou

Thoseyouhavemarkedasafavorite

Thoseyouhavedeleted

Showsyoushortcutstothoseactionsyoucanperformontheitemsinthefolder,
includingmanagingwhohasaccesstothefolder,emailingthefile,andothers.

kiteworks Web Users Guide

Using kiteworks
Get Oriented: A Guided Tour

RecentActivitiesView:TrackYourWork
Toseethestatusoftasksandotheractivitiesinkiteworks,intheleftNavigationpane,click
[Link],viewall
activities,managetasks,andviewcomments.
A
G

E
C

Theiconsaredescribedinthefollowingtable.
Table 5. ActivityView
Identifier

Description

Notes

Search,Help,
Settings

ThetopnavigationbarhasentriesforperformingSearchFunctions,accessing
theHelp,andhowtoEditSettingsforyouraccount.

Date

Showstodaysdate,orthedateyouhaveselectedusingtheDateRangepicker.

Activities

Includesrecentactivities,upcomingtasks,tasksduetoday,commentsyouhave
made,andemailssentorreceivedontodaysdateorthedatethatyouhave
selected.

ActivityToggle

Togglesbetweenallactivityandyouractivities.

ActivityFilter

Filtersactivityshownontheactivitylist.

ActivityList

Includescomments,tasks,statusoftasks,ahistoryofuploads,downloads,file
andfoldermanagementactivities,peoplemanagementactivities,andother
informationpertainingtoyourfilesinkiteworks.

Quotaused

Ifyouhavealimittotheamountofstorageyoucanuse,yourusageisshown
here.

kiteworks Web Users Guide

Page 17

Using kiteworks
Get Oriented: A Guided Tour

GoMobile
[Link]
supportedbykiteworksincludephonesandtabletsforiOSandAndroid.
Togetstarted,[Link]
isintheHelpscreenonkiteworks:

Shouldyourdevicebecomelost,stolen,orsomehowcompromised,yourkiteworksAdministratorcan
[Link]
immediatelyifyourdeviceisnolongersecure.
ForspecificdetailsaboutAccellionsmobileofferings,refertothekiteworksMobileUsersGuideor
contactyourkiteworksAdministrator.

Page 18

kiteworks Web Users Guide

Using kiteworks
Collaborate

Collaborate
Youcancollaboratewithothersinfourdistinctways:
1

FolderManagementandActions
Sharingfoldersenablesyoutocollaborateandsharefileswithgroupsofpeopleinsideandoutsideof
[Link],addingfilestothatfolder,andthenadding
peopletothefolder,[Link],thecreator
[Link],orRoles,thatyouassigntootherscanrangefrombeingmanagersof
thosefiles(withtheabilitytoaddusers,upload,download,lock,edit,anddeletefiles),toonlyhaving
theabilitytoviewthefilesthatexistinthatfolder.
Youcanperformthefollowingactionsonfolders:

CreateaNewFolder

ShareAccesstoaFolder

EditFolderProperties

ManageNotifications

DownloadanEntireFolder

AddorUploadFilestoafolder

DeleteaFolder

FileManagementandActions
WhentherecipientreceivestheMail,she/heclicksthelinkanddownloadsthatfiletohisorherown
systemfromkiteworks.
Youcanperformthefollowingactionsonfiles:

EmailaFileorEmailaPreviewofaFile

AddorUploadFiles

DownloadorDownloadFile(s)viaApplet

Lock/Unlock

DeleteandRecoveraDeletedFile

ViewandChangeVersions

AddtoTheMoveTray

AddTasksandComments
Thosepeoplewhohaveaccesstoasharedfolderinkiteworkscanaddacommenttoindividualfiles.
Owners,Managers,[Link]
trackedontheActivitiesViewandontheactivitieslistedunderneaththefile.

Accessenterprisecontentsources(LicenseEnabled)
WiththeEnterpriseConnectfeatureenabled,kiteworksprovidesaccesstoremotefilesharesand
cloudstoragesolutionssuchasSharePoint,CIFS,Box,GoogleDrive,[Link]
contentsourcesismanagedbyyourkiteworksAdministrator.

kiteworks Web Users Guide

Page 19

Using kiteworks
Folder Management and Actions

FolderManagementandActions
[Link]
[Link]
information.
Whenyounavigatetoafolderusingthedetailview,thefollowinginformationappears.

Folderinformationincludesthefollowingdetails:
Table 6. FolderDetailsInformation
DetailHeader

DescriptionandNotes

LastModified

Thedatethelastactivityoccurredwithinthefolder.

Created

Thedatethefolderwascreated.

By

Theusernameofthepersonwhocreatedthefolder.

Permissions

[Link],refertoRoles.

Location

Thefolderstructureinwhichthefolderresides(breadcrumbtothecurrentfolder).Also
indicateswhetherthefolderwaspreviouslyownedbyanotheruser(refertoRoles).

Link

[Link],andthose
userswillbeabletofollowthelinktothefolder.
Ifauserhasn'tbeenexplicitlyaddedtoafolder,theuserwontbeabletoaccessthefolderusing
thesharedlink.

Deleted

Thenumberoffilesandfoldersthathavebeendeletedinthefolder,andthesizeofthosedeleted
folders.

Ifyouclicktheexpandiconinthelowerrightcorner(

Page 20

),thefollowinginformationappears:

Expiration

Thedatethatthefolderexpiresandwillbedeleted.

AllowSync

Whetherthefolderallowssync;formoreinformation,refertothekiteworksDesktopClientUsers
GuideorcontactyourAdministrator.

Quota

[Link],contactyour
Administrator.

kiteworks Web Users Guide

Using kiteworks
Folder Management and Actions

CreateaNewFolder
Toaddafolder,performthefollowingsteps.

Inkiteworks,navigatetowhereyouwouldlikethenewfoldertoexist.

Intheupperrightcornerofthescreen,clickNew(
windowappears.

Namethefolderandaddadescription.

[Link]
sync.

Note

)[Link]

Theseoptionsareonlyavailableforrootfolders;i.e.,foldersthatexistinthekiteworksFiles
folder,[Link]
folder.(Formoreinformationaboutsync,refertothekiteworksDesktopClientInstallationand
UsersGuide,locatedinthehelpbuttononkiteworks).

[Link],leavetheFileexpirationfield
blank.

[Link].

kiteworks Web Users Guide

Page 21

Using kiteworks
Folder Management and Actions

ShareAccesstoaFolder
Toinviteotherstocollaborateonthefilesinaparticularfolder,performthefollowingsteps.

Navigatetothefolderthatyouwouldliketoshare.

Intheupperrightcornerofthescreen,[Link] people
windowappears,listingalloftheuserswhohaveaccesstothefolder.

[Link].

Typeintheemailaddress(es)[Link]
morethanoneuser,separateeachaddresswithacomma.

Usingthedropdownlist,selecttheroleyouwouldliketheuser(s)tohaveinthecollaboration.(For
moreinformationaboutroles,refertoRoles.)

Note

Page 22

Ifyouwouldlikedifferentuserstohavedifferentroles,youmustaddthemseparately.

Checktoindicatewhetherthatnewusershouldbenotifiedviaautomaticemailthats/hehasbeen
addedtothefolder.

[Link].

Click

toclosethewindow.

kiteworks Web Users Guide

Using kiteworks
Folder Management and Actions

Roles
Rolesareassignedbythemanagerofaspecificsharedfolder;yourroledetermineswhatfunctionsyou
areallowedtoperforminthatsharedfolder.
Theavailablerolesthatcanbeassignedtousersinafolderare:
Viewer
TheonlyactiontheusercanperformistoviewthefilesinafolderviatheAccellioninterface.
Viewerscannotdownloadafiletotheirdeviceordesktop,theycanonlyviewfilesusingthe
OnlineViewer.
Downloader
Usedforsomeonewhoneedstobeabletodownloadandviewthefilesinafolder,butnotupload
newversions,uploadnewfiles,orassigntaskstootherswithaccesstothatfolder.
Collaborator
Usedforsomeonewhoneedsfullaccesstothefilesinafolder,butdoesnotneedtomanageother
usersaccesstothefolder.
Manager
Thesecondhighestlevelofcontrolofafolder;generallyassignedtosomeonewhoneedsfull
accesstoallfileswithinafolderandtocontrolothersaccesstoafolder.
Owner
Thehighestlevelofcontrolofafolder;[Link]
contentintheOwnersfoldercountsagainsthisquota.
Note

[Link]
organizationsneeds.

Table 7. ExamplesandUseCasesofEachRole
UseCase

Viewer

Downloader

Collaborator

Manager

Owner

Legal

Defendingcounsel

Theclient
[Link]

Paralegals
Legalteam

Cocounseltothe
leadlawyer

Leadlawyer

Research

Funding
organization

Undergrads
[Link]

Researchassistants Professorsinvolved Researchlead

intheresearch
Gradstudents

Hightechbusiness

[Link]
Consultants

Planning/Logistics
[Link]

Engineers
Marketers
TechWriters

VicePresident
TeamManagers
DeptManagers

ProjectManager

Medical

Patients
Approvedfamily
members

Nurses
Assistants
BillingDept

Specialists
Technicians

Primarycare
doctor
Leaddoctor

CaseManager
DeptHead

Government

Enlistedpersonnel
NGOs/Contractors
withlimited
securityclearance

Noncommissioned Lieutenants
officers
Ensigns
NGOs/Contractors
withfullsecurity
clearance

Lieutenant
Commander

Commander

kiteworks Web Users Guide

Page 23

Using kiteworks
Folder Management and Actions

Thefollowingtablelistsdetailsaboutthespecificrolesandduties/responsibilitiesofeachrole.

Permission
Control

Viewer

Downloader

Collaborator

Manager

Owner

Table 8. UserRolesandAccessPrivileges

Viewfiles

Yes

Yes

Yes

Yes

Yes

Viewfileswithoutdownloadingthefiletoadesktopor
[Link].

Viewfile
expiration

Yes

Yes

Yes

Yes

Yes

[Link]
ExpirationDate.

ViewActivities

Yes

Yes

Yes

Yes

[Link]
ActivitiesView:TrackYourWork.

Download

Yes

Yes

Yes

Yes

Downloadafileorfoldertothedesktoportoamobile
[Link],DownloadanEntireFolder,or
DownloadFile(s)viaApplet.

Sendfile

Yes

Yes

Yes

Yes

[Link]
aFile.

AddComment

Yes

Yes

Yes

Yes

Addcommentstoafileorfolderandseecommentsmade
[Link].

Subscribefor
notifications

Yes

Yes

Yes

Yes

Requesttoreceiveanemailnotificationanytimean
[Link]
Notifications.

Beassignedatask

Yes

Yes

Yes

Yes

UserswithViewerprivilegescannotbeassignedatask.
RefertoAddTasksandComments.

Sendmessage

Yes

Yes

Yes

[Link]
EmailtotheUsersofaFolder.

Viewusers

Yes

Yes

Yes

Viewtheusersandtheirrolesinafolder.

Viewotherstasks

Yes

Yes

Yes

[Link]
toAddTasksandComments.

Assigntasks

Yes

Yes

Yes

Addatasktoafile,setaduedate,andassignthetasktoa
[Link].

Upload

Yes

Yes

Yes

[Link].

Edit

Yes

Yes

Yes

[Link]
kiteworksMobileAppUsersGuideforyourparticular
device.

View/promote
versions

Yes

Yes

Yes

Accesspreviousversionsofthefileandpromotea
[Link]
ViewandChangeVersions.

Deleteversions

Yes

Yes

Yes

[Link]
ViewandChangeVersions.

Lock/unlock

Yes

Yes

Yes

[Link]
Lock/Unlock.

Deletefiles

Yes

Yes

Yes

Deletedfilesremainonthesystemforasetnumberof
[Link]
andRecoveraDeletedFile.

Page 24

Notes

kiteworks Web Users Guide

Using kiteworks
Folder Management and Actions

Viewer

Downloader

Collaborator

Manager

Owner

Table 8. UserRolesandAccessPrivileges

Changefile
expirationdateor
status

Yes

Yes

Yes

Adjustthefileexpirationdateorwhetherthereisafile
[Link].

Deletefolders

Yes

Yes

Deletedfoldersremainonthesystemforasetnumberof
[Link]
andRecoveraDeletedFile.

Manageusers

Yes

Yes

Addausertoafolderandsetthatusersrolewithinthe
folder;[Link]
ShareAccesstoaFolder.

Createnested
folders

Yes

Yes

[Link]
CreateaNewFolder.

Renamefolders

Yes

Yes

[Link]
EditFolderProperties.

Permanently
delete

Yes

Yes

Permanentlyremoveanitemfromthesystemsothatit
maynotberestoredandsothatitnolongerusesstorage
[Link].

Enable/disable
sync

Yes

Yes

[Link]
Properties.

Deleteothers
tasksor
comments

Yes

Yes

Removeoreditotheruserstasksorcomments.(The
commentortaskcreatorcanalwaysdeleteoredithis
owncommentsortasks.)Deletingacommentalso
[Link]
andComments.

Haveuploaded
filescountagainst
yourquota

Yes

Whenyouaretheownerofafolderwhateverfilesor
foldersareuploadedtothatfolderbyanyoneelsecounts
againstyourpersonalquota,setbyyourAdministrator.
Formoreinformationaboutquotas,refertoManageYour
StorageQuota.

Permission
Control

Notes

ChangeUserRoles
Tochangetheroleofanexistinguserinafolder,performthefollowingsteps.
1

Navigatetothefolderthatyouwouldliketoshare.

Intheupperrightcornerofthescreen,clickActionsandselectManagePeople(
).The
Manage peoplewindowappears,listingalloftheuserswhohaveaccesstothefolder.

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Usingthedropdownmenu,selecttheusersnewrole.

Note

Iftherearenestedfolderswithintheselectedfolder,youarepromptedwhetheryouwould
liketochangetheusersnewroletoallnestedfolders.
[Link],youmustgo
totherootfoldertowhichtheuserwasoriginallyassigned.

[Link]

toclosethewindow.

DeleteaUser
Youcanonlydeleteauserfromafoldertowhichhewasoriginallyassigned;thatis,youcannotdeletea
userfromanestedfolderwhenhehasaccesstotheparentfolder.
1

Navigatetothefoldertowhichtheuserhasaccess.

Intheupperrightcornerofthescreen,clickActionsandselectManagePeople(
).The
Manage Peoplewindowappears,listingalloftheuserswhohaveaccesstothefolder.

Nexttotheusersname,clickthedeleteicon(
).(Iftheicondoesnotappear,navigateupone
levelinthefolderhierarchy,untiltheiconappears.)

Aconfirmationwindowappears,[Link]
preference.

[Link].

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ManageYourStorageQuota
[Link],andallfilesthat
areuploadedtotheMoveTray(seeAddorUploadFiles).Havinganyotherroleinotherfoldersdoesnot
affectyourstoragequota.
Tomanageyourstoragequotamostefficiently,followthesebestpractices:

CleartheMoveTrayoffilesthatyouhaveuploaded(seeTheMoveTray).

Infoldersthatyouown,deleteunnecessaryfiles(refertoDeleteandRecoveraDeletedFile).

Permanentlydeletefilesorfoldersthatyouhavedeletedfromyourfolders(refertoDeleteaFile
Permanently).

Removeunnecessarypreviousversionsoffilesinafolder(seeViewandChangeVersions).

ContactyourkiteworksAdministratortoincreaseyourstoragequota.

SendanEmailtotheUsersofaFolder
[Link]
them,butsimplytocommunicatewiththemviaemail.
Tosendanemailtotheusersofafolder,performthefollowingsteps.
1

Navigatetothefolder.

Intheupperrightcornerofthescreen,[Link] message
windowappears.

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Fromthelistofuserslistedonthescreen,[Link]
topofthelist,selectingallusers.

TypeintheSubjectandBodyoftheemail.

Note

IfyouhavesetasignatureontheSettingspage(refertoMessageSignature),yoursignature
isappendedtoyouremail.

[Link](yourlisteddisplayname).

Whentherecipient(s)clickSignIn,theyaretakentothefolderfromwhichyousentthemessage.

After signing in...

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FolderActions
Whenyouselectafolder,youcanperformthefollowingactionsonthatfolder:
Createfolder;seeCreateaNewFolder
Upload;seeAddorUploadFiles
Requestfiles;seeRequestaFile
Recentactivities;seeRecentActivities
Managepeople;seeShareAccesstoaFolder
Setasfavorite;seeMakeaFolderaFavorite
Sendmessage;seeSendanEmailtotheUsersofaFolder
Editproperties;seeEditFolderProperties
Managenotifications;seeManageNotifications
Downloadcurrentfolder;seeDownloadanEntireFolder(toenabletheapplet,
refertoMessageSignature)
Deletecurrentfolder;seeDeleteaFolder
Yourabilitytoperformthesefunctionsmaybelimitedbyyourroleinthatfolder.
Formoreinformation,refertoRoles.

EditFolderProperties
IfyouareanOwnerorManagerofafolder,[Link]
includethenameanddescriptionofthefolder,thefolderexpirationdate,andthefileexpiration
date.
Note

Ifthefolderisarootfolder,thatis,atthetopofthefolderhierarchyunderkiteworksFiles,
[Link],thisdatecannotbeedited.
Inrootfolders,youcanalsoeditwhetherthefoldercanbesyncedusingthekiteworks
[Link],refertothekiteworksDesktopClient
[Link],fromtheHelpscreenonthe
kiteworksinterface,clickDesktopClientforMacorWindows.

Toeditthepropertiesofafolder,performthefollowingsteps.
1

Navigatetothefolderyouwouldliketoedit.

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Intheupperrightcornerofthescreen,[Link] properties
windowappears.

Makethechangestothefield(s)youwishtoedit.

[Link].

ManageNotifications
IfyouareanOwner,Manager,Contributor,orDownloaderinafolder,youcanmanagethe
notifications(emailmessages)thatyoureceiveaboutactivitythatoccurswithinthefolder.
Toeditthecircumstancesinwhichyoureceivenotifications,performthefollowingsteps.

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Navigatetothefolderyouwouldliketomanage.

Intheupperrightcornerofthescreen,[Link]
Manage notificationswindowappears.

[Link]
shouldapplytoallnestedfolderswithinthisfolder.

[Link]
thefolder.

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DownloadanEntireFolder
Todownloadtheentirefolderanditscontents,performthefollowingsteps.

Navigatetothefolderyouwouldliketodownload.

Intheupperrightcornerofthescreen,clickActionsandselectDownloadcurrentfolder.

[Link]
systemsSelectdestinationwindowappears.

Navigatetothelocationtowhichyouwouldlikethefoldertobedownloaded,andclickSave.

Youareshownthestatusofthedownload,andwhenthedownloadiscomplete,youareshown
Downloadcomplete.

Click

toclose.

IfyouclickCancelduringthedownload,thedownloadstopsand,dependingonhowmuchofthe
downloadhasprogressed,thefoldermaybepartiallydownloadedtothelocationyouspecified.

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Troubleshooting
Whenyouuploadmultiplefilesorfoldersusingtheapplet,youmusthaveJavainstalledonyoursystem
andyourAdministratormusthaveenabledtheuseoftheapplet.
Ifyouhavetroublewiththeapplet,performthefollowingchecksonyourJavainstallation.
1

TocheckwhetheryouhavethemostrecentversionandtodownloadthenewestversionofJava,goto
[Link]

IfyouhavethemostrecentversionofJavainstalledandarestillhavingtrouble,youmayneedtoclear
[Link],goto
[Link]
there.

ForSafariusersonaMac:
RuntheappletinUnsafeModesoitcanaccessthefilesonyourharddrivetouploadthemto
[Link]
thelatestversionofMac OS.
Tochangethissettingmanually,refertoSafari:AboutInternetPluginManagement.

Caution

EnableUnsafeModeonlyfortrustedwebsites(likekiteworks)tokeepyourcontentsecure.

Formorehelp,contactyourkiteworksAdministrator.

UseZipFilesforEasyTransferofMultipleFiles
Ifthefoldertouploadtokiteworkscontainsalargenumberoffiles,youmayfinditeasiertocreateazip
[Link],sootherusersonlyhaveto
downloadthesinglefile.
1

InWindowssystems,gotoyourdesktopfilemanagementtoolandrightclickthefolderthatcontains
thelargenumberoffiles.

ClickSendToandselectCompressed(zipped)[Link].

Openkiteworksandnavigatetothelocationthatyouwouldlikethefiletoreside.

Intheupperrightcornerofthescreen,clickUpload(

Fromhere,youcaneither:

).TheAddnewfilesmenuappears.

Dragthezipfileanddropintothewindow.
OR

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ClickChooseFiles,[Link],navigatetothezipfile.
Selectthefile,andclickOpen.

[Link]
selectedandisavailablefordownloadtothosepeoplewithdownloadaccesstothefolder.

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DeleteaFolder
IfyouareanOwnerorManagerofafolder,youcandeletethatfolderandthefoldersnested
[Link],[Link]
moreinformationaboutrecoveringfilesorfolders,refertoRecoveraDeletedorExpiredFile.
Todeleteafolder,performthefollowingsteps.
1

Navigatetothefolderyouwouldliketodelete.

Intheupperrightcornerofthescreen,[Link]
windowappears.

[Link].

Note

Whenyoudeleteafolder,allnestedfoldersarealsodeleted.

RecentActivities
Whenyouareusingthelistview,youhavethesameaccesstoalloftheinformationshowninthe
detailview;however,youaccessthatinformationdifferently.
Toviewrecentactivitiesinafolder,performthefollowingsteps.
1

Usingthelistview,navigatetothefolderaboutwhichyouwouldliketoseetherecentactivities.

Intheupperrightcornerofthescreen,[Link]
windowappears.
Youcanfiltertheactivitiesthatappearby:
Folders,forfolderrelatedactions(suchas
addingfoldersorchangingthefolder
properties;adding,editing,ordeleting
usersofthefolder)
Files,forfilerelatedactions(suchas
uploadingnew,deleting,downloading,and
viewingfiles;changingexpirationdates;
adding,deleting,andpromotingversionsof
files)
Mail,foremailssent,received,deleted,and
draftssaved
Tasks,fortasksrelatingtothefilesinthe
folderandprogressofatask
Comments,forcommentsandrepliesmade
onfilesinthefolder

ClickClose.

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MakeaFolderaFavorite
[Link]
markedasafavorite,abluestarappearsinthedetailsaboutthefolder.
[Link].
1

Tomarkafolderasafavorite,navigatetothefoldertothefolder.

Intheupperrightcornerofthescreen,clickActionsandselectSetasfavorite(
afavoriteandtheactionisrecordedasanActivity.

).Thefolderisnow

Toshowonlyfavoritefoldersinyourfolderlist,intheleftNavigationalbar,clickFavorites(

).

AccessEnterpriseContentSources(LicenseEnabled)
WiththeEnterpriseConnectfeatureenabled,kiteworksprovidesaccesstofilesharedatawhen
remoteinterfaceaccessisenabled.
AccesstoenterprisecontentsourcesismanagedbyyourAccellionAdministratorandyouhave
[Link]
permissionssetbyyourAdministrator,youmayalsobeabletoaddyourownconnectionstodifferent
enterprisecontentsources.
YourAdministratorcanalsoconfigureyoursystemtoincludeyourownHomeDirectoryinaWindows,
Unix,orLinuxsystem.
Theenterprisecontentsourcesappearwhenyouareinthelistview(refertoListView:ManageYourFiles
andFolders)orifyounavigatetothehighestlevelinthefolderhierarchyinthedetailview(refertoDetail
View:ExploreYourFilesandFolders).

Detail View:
C
B

Actions on selected
files or folders

List View:
C
A

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Table 9. EnterpriseSources
Identifier

Description

TypesofSources:
Box

Notes

IconindicatesthatthecontentsourceisBox.
Note

[Link],
contactyourAdministrator.

Documentum

IconindicatesthatthecontentsourceisDocumentum.

Dropbox

IconindicatesthatthecontentsourceisDropbox.
Note

WhenyoumovefilesfromaDropboxsourcetokiteworks,the
[Link]
movingthefilefromtheMoveTraydeletedthefilefromthe
source.

eDOCS

[Link]
functionalityusingeDOCSislimitedatthistime.

GoogleDrive

IconindicatesthatthecontentsourceisGoogleDrive.
Note

[Link]
Drive,contactyourAdministrator.

HomeShare

Iconindicatesthatthecontentsourceisthehomedirectoryofyour
[Link],contactyour
Administrator.

kiteworks

Iconindicatesthatthecontentisinkiteworks.

OpenTextContentServer

IconindicatesthatthecontentsourceisOpenText.

SharePointorMicrosoft
OneDrive

IconindicatesthatthecontentsourceisSharePoint 2007,2010or2013,
SharePointOnline,MicrosoftOneDrive.

FileShares

IconindicatesthatthecontentsourceisWindowsFileShares(CIFS/SMB/
DFS).

Detailsaboutthefilesandfolders

Listsdetailsorfilesandfolderscontainedintheselectedfolder.

Actionsonthefilesandfolders

Actionsthatyoucanperformontheselectedfilesorfolders.

Fromtheenterprisecontentfolders,youcanperformthevaryingactionsonfiles,dependingonthe
[Link].
Youusekiteworkstoaccessfilesandfolders,butyoucannotmakeanychangestothefolderhierarchy.
[Link],however,addfilesand
versions(wheresupported).
RefertoUsetheMoveTraytoCollaboratewithOutsideUsersonEnterpriseContentFilesfortipsonhow
tocollaboratewithothersacrossmultipleplatforms.
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AddaNewEnterpriseContentSourcetokiteworks
Whenyouhaveaccesstofilesfromenterprisecontentsources,youmaybeabletoaddthemto
kiteworks,dependingonyourAdministratorssettings.
1

Intheupperrightcornerofthescreen,clickNew(
Addenterprisecontentsourcewindowappears.

)[Link]

Eachenterprisecontentsourcepromptsyoufordifferentinformation,dependingonthesources
[Link].
Ifyouwouldliketoaddasourcethatisnotlisted,contactyourAdministrator.
2

Filloutthepromptedinformationforthetypeofsource:

SharePointandSharePointOnline;alsoappliestoMicrosoftOneDrive

FileShare(CIFS/SMB/DFS)

Documentum

OpenTextContentServer

eDOCS

Dropbox

[Link].

Note

[Link],you
[Link]
windowreappears,withtheadditionofLoginIDandPasswordfields.
FillinthesefieldsandclickAdd.

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SharePointandSharePointOnline
OntheAddEnterprisecontentsourcewindow,underSourcetype,selectSharePointor
SharePointOnline.

Thefollowinginformationmustbeaddedtothescreen:

SourcenameYoucanchooseanynameforthesource.

SourceURLTheURLtoSharePointsite.
Forexample,fortheSharePointsite[Link]
shouldbe[Link]

Description(optional)Usedtodescribetheconnection.

FileShare(CIFS/SMB/DFS)
OntheAddEnterprisecontentsourcewindow,underSourcetype,selectFileShare.

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Thefollowinginformationmustbeaddedtothescreen:

SourcenameYoucanchooseanynameforthesource.

SourceURLThepathtoFileShare.

Description(optional)Usedonlytodescribetheconnection.

Documentum
OntheAddEnterprisecontentsourcewindow,underSourcetype,selectDocumentum.

Thefollowinginformationmustbeaddedtothescreen:

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SourcenameYoucanchooseanynameforthesource.

SourceURLTheURLtoDocumentumsite.

RepositoryThenameoftheDocumentumRepositorytowhichyouwanttoconnect.

Description(optional)Usedonlytodescribetheconnection.

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OpenTextContentServer
OntheAddEnterprisecontentsourcewindow,underSourcetype,selectOpenTextContent
Server.

Thefollowinginformationmustbeaddedtothescreen:

SourcenameYoucanchooseanynameforthesource.

SourceURLTheURLtoOpeTextContentServersite.

WorkspaceThenameoftheOpenTextWorkspacetowhichyouwanttoconnect.

Description(optional)Usedonlytodescribetheconnection.

eDOCS
OntheAddEnterprisecontentsourcewindow,underSourcetype,selectOpenTextContent
Server.

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Thefollowinginformationmustbeaddedtothescreen:

SourcenameYoucanchooseanynameforthesource.

SourceURLTheURLtoeDOCSsite.

LibraryThenameoftheeDOCSlibrarytowhichyouwanttoconnect.

Description(optional)Usedonlytodescribetheconnection.

Dropbox
OntheAddEnterprisecontentsourcewindow,underSourcetype,selectDropbox.(Thisoptionis
enabledbyyourkiteworksAdministrator.)

Thefollowinginformationmustbeaddedtothescreen:

SourcenameYoucanchooseanynameforthesource.

Description(optional)Usedonlytodescribetheconnection.

MicrosoftOneDrive
kiteworkssupportsOneDriveasapersonalstoragetool;eachuserprovideshis/herown
[Link]
anewenterprisesource.
ToaddaOneDrivesource,performthefollowingsteps.

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Navigatetothetoplevelofallfolders.

Intheupperrightcornerofthescreen,clickNew(
)andselectAddenterprisecontentsource
(
).TheAddEnterprisecontentsourcewindowappears.

UnderSourcetype,selectSharePointOnline.

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[Link],forexample:
[Link] name>

Addadescriptionforthefolder(optional).

[Link].

Note

[Link],an
[Link]
thenreappears,[Link]
Add.

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RemoveanEnterpriseContentSourcefromkiteworks
Toremoveanenterprisecontentsourcefromkiteworks,performthefollowingsteps.
1

Usingthelistview(refertoListView:ManageYourFilesandFolders),selectthesourceyouwouldlike
todelete.

Intheupperrightcornerofthescreen,clickActionsandselectDeleteenterprisecontentsource
(
).Aconfirmationscreenappears.

[Link].

FileManagementandActions
Whenyouselectafile,youcanperformactionsonthatfilefromtheActionsmenuinthe
upperrightcornerofthescreen.

Youcanperformthefollowingfunctionsonfiles:

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EmailaFileandEmailaPreviewofaFile

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File Management and Actions

PushFile

DownloadandDownloadFile(s)viaApplet

Lock/Unlock

DeleteaFile

AddNewVersion

AddtoTheMoveTray

ReturntoContentSource(forfilesthatwerecopiedormovedfromanenterprisecontentsource;see
Accessenterprisecontentsources(LicenseEnabled)

ChangeFileExpirationDate
[Link]
information,refertoRoles.

Note

AddorUploadFiles
[Link]
worksbestforyourcircumstances:

UploadtoFolder

UploadFile(s)viaApplet

DragandDropintokiteworks

UploadtotheMoveTray

UploadtoFolder
Thisprocedureuploadsfilesdirectlytoafolderinkiteworks.
1

Navigatetothefolderinwhichthefile(s)willreside.

Intheupperrightcornerofthescreen,clickUpload

.TheAddnewfileswindowappears.

Folder Name

Fromhere:
a. ClickChooseFiles,[Link],navigatetoyourfile(s).

Selectthefile,andclickOpen.
OR

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b. [Link],refertoUploadFile(s)viaApplet.

OR
c.
Note
4

Dragthefile(s)anddropintothewindow.
Thesourcelocationforthefilemustbefromyouroperatingsystemordesktop;thefiles
cannotbelocatedinanotherapp,forexample,MicrosoftOutlook.

[Link]
accesstothefolder.

UploadFile(s)viaApplet
Touploadafilelargerthan4 GB,touploadmultiplefilesgreaterthan4 GB,ortouploadanentire
folderfromyourcomputer,[Link]
activatedbyyourAdministrator.
TouploadfilestokiteworksusingtheJavaApplet,performthefollowingsteps.

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Navigatetothefolderinwhichthefile(s)willreside.

Intheupperrightcornerofthescreen,[Link].

Clickusejavaapplettouploadfilesandfolders.

[Link]
JavaAppletwindowappears.

ClickChooseFilesandFolders,[Link]
selectmultiplefiles,holdthecontrolkey(forindividualfiles)orshiftkey(toselectarange)while
selectingthefiles.

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[Link],showingyoutheprogressoftheupload.

Ifanyerrorsoccurwhileuploadingafile,[Link],youare
shownalistofthosefilesthatwereunsuccessfullyuploaded,withtheoptiontotryagain.
7

Whentheuploadiscomplete,aSuccessmessageappears,showingyoualistofthosefilesthatwere
uploaded.

Click

orClosetoclose.

Troubleshooting
Whenyouuploadmultiplefilesorfoldersusingtheapplet,youmusthaveJavainstalledonyoursystem
andyourAdministratormusthaveenabledtheuseoftheapplet.
Ifyouhavetroublewiththeapplet,performthefollowingchecks.
1

TocheckwhetheryouhavethemostrecentversionandtodownloadthenewestversionofJava,goto
[Link]

IfyouhavethemostrecentversionofJavainstalledandarestillhavingtrouble,youmayneedtoclear
[Link],goto
[Link]

ForSafariusersonaMac:
RuntheappletinUnsafeModesoitcanaccessthefilesonyourharddrivetouploadthemto
[Link]
thelatestversionofMac OS.
Tochangethissettingmanually,refertoSafari:AboutInternetPluginManagement.

Caution

EnableUnsafeModeonlyfortrustedwebsites(likekiteworks)tokeepyourcontentsecure.

Formorehelp,contactyourkiteworksAdministrator.

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DragandDropintokiteworks
Performthefollowingstepstoaddanewfileintokiteworks.
1

Navigatetothefolderinwhichthefile(s)willreside.

Fromyouroperatingsystemsfilebrowserordesktop,dragthefileyouwouldliketouploadto
[Link].

Note

Thesourcelocationforthefilemustbefromyouroperatingsystemordesktop;thefiles
cannotbelocatedinanotherapp,forexample,MicrosoftOutlook.

Inthiscase,thefilecouldbedroppedintheselectedfolder,inanyofthesubfoldersintheselected
folder,orintheMoveTray.

Current folder selected

Possible locations to drop the file

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[Link].(Toaddmorefilestothe
samelocation,clickChooseFiles.)

[Link],thefileisnowuploadedtothelocationyouspecified.

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DragandDropbetweenFolders
Tomovefilesbetweenfolders,performthefollowingsteps.
1

Selectthelistview(

),whichshowsallofthefoldersavailabletoyou.

Selectthefile(s)tomove,[Link]
aroundthedestinationfolder.

Adialogwindowappears,askingwhetheryouintendtocopythefile(s)ormovethefile(s).

Whenyoumoveafiletoanotherfolder,thefilehistory,comments,andtasksmovewiththefile.
Thefilewillbesoftdeletedinthesourcelocation(itwillberecoverable)andanewcopywillbe
createdinthedestination.
Whenyoucopyafiletoanotherfolder,thecopiedfiledoesnotretainitshistoryorassociated
[Link]
folder.
4

Aconfirmationmessageappears,andthefilehasbeencopiedormovedtothelocationyouspecified.

Note

Youcannotmovelockedfiles,butyoucancopyfilesthatarelocked.

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UploadtotheMoveTray
[Link],youcanmoveorcopythefile
[Link],no
[Link],refertoTheMoveTray.
TouploadafiletotheMoveTray,performthefollowingsteps.
1

IntheleftNavigationmenu,clickMoveTray(

).TheMoveTraypanelappears.

File Actions from the Move Tray

Add Files to the Move Tray

IntheMoveTraypanel,clickthe
[Link]
[Link],youcaneither:

Dragthefile(s)anddropintothewindow
OR

ClickChooseFile,[Link],
navigatetoandselectthefile(s),andclickOpen.

[Link]
kiteworks.

Caution

Ifyouclearthetrayordeleteafilewithoutuploadingthefiletoanotherlocationinthe
system,[Link].

Download
Tovieworeditafile,[Link]
filefromthekiteworksserver.
Note

IfyouruserroleissettoViewOnlyinafolder,youmaynotdownloadthefileandcanonly
viewthefileusingtheOnlineViewer.

Todownloadafile,performthefollowingsteps.
1

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Navigatetoandselectthefileyouwouldliketodownload.

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Intheupperrightcornerofthescreen,clickActionsandselectDownload.
AwindowfromyourOSappears,promptingyoutoeitherdirectlyopenthefile,ortosaveittoa
particularlocation.

[Link],youwillbepromptedto
specifywhereyouwouldlikethefiletobesaved.

[Link],or
downloadedtoyourspecifiedlocation.

OnlineViewer
IfyouhaveaViewerroleinafolder,[Link]
[Link]
shot,theimagebecomesobscured.

Note

YoucannotusetheOnlineVieweronenterprisecontentfiles;thisfeatureisonlyavailablefor
[Link],refertoAccessenterprise
contentsources(LicenseEnabled).

Note

Fileslargerthan25 [Link]
viewthisfile,[Link],contacttheowneror
managerofthefoldertohavehim/herchangeyourrole.

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ToviewthefileusingtheOnlineViewer,clicktheeyebuttoninthelowerrightofthethumbnail(
ThefileopensusingtheOnlineViewer.
A

).

D
C

Thespecificsectionsofthisscreenaredescribedinthefollowingtable.
Table 10. FileViewer
Identifier Description

Notes

FileName

Sidebar

Thesidebarshowsathumbnailofeachpageofthefile.

ToggleSidebarbutton

ClicktheToggleSidebarbuttontoopenorclosethesidebar.

Share/Actionsbuttons

Allowsyoutoperformthefollowingfunctions:

Watermark

Forwardthefiletoanotherrecipient.*

GotoFirst/LastPage

RotateClockwise/Counterclockwise

Download*

Print*

IfyouareaViewerofthefile,thewatermarkoftheemailaddressofthe
personviewingthefileandothertextdeterminedbyyourkiteworks
[Link],thewatermark
doesntappear.

*[Link],thoseoptionsaregrayedout.

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DownloadFile(s)viaApplet
Ifthefileislargerthan4GBorifyouwanttodownloadmultiplefiles,youmustselectDownloadvia
[Link].
TodownloadusingtheApplet,performthefollowingsteps.
1

Navigatetoandselectthefile(s)youwouldliketodownload.

Intheupperrightcornerofthescreen,clickActionsandselectDownloadviaapplet(

[Link]
systemsSelectdestinationwindowappears.

Navigatetothelocationtowhichyouwouldlikethefile(s)tobedownloaded,andclickSave.

Youareshownthestatusofthedownload,andwhenthedownloadiscomplete,Downloadcomplete
appears.

Click

).

toclose.

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Troubleshooting
Whenyouuploadmultiplefilesorfoldersusingtheapplet,youmusthaveJavainstalledonyoursystem
andyourAdministratormusthaveenabledtheuseoftheapplet.
Ifyouhavetroublewiththeapplet,performthefollowingchecksonyourJavainstallation.
1

TocheckwhetheryouhavethemostrecentversionandtodownloadthenewestversionofJava,goto
[Link]

IfyouhavethemostrecentversionofJavainstalledandarestillhavingtrouble,youmayneedtoclear
[Link],goto
[Link]
there.

ForSafariusersonaMac:
RuntheappletinUnsafeModesoitcanaccessthefilesonyourharddrivetouploadthemto
[Link]
thelatestversionofMac OS.
Tochangethissettingmanually,refertoSafari:AboutInternetPluginManagement.

Caution

EnableUnsafeModeonlyfortrustedwebsites(likekiteworks)tokeepyourcontentsecure.

Formorehelp,contactyourkiteworksAdministrator.

PushFile
Pushafilesothatitwilldownloadlocallyontoalldevicessyncedwithhiskiteworksfolder,makingit
availableforviewingoffline.

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Navigatetothefolderinwhichthefile(s)resides.

Intheactionsforthefile,choosePushFile

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[Link]
locallyontoalldevicessyncedwiththiskiteworksfolder,[Link],clickno.

Lock/Unlock
Youcanlockandunlockfilessootherscannoteditandreuploadthefilewhileyouworkonit.
Whenafileislocked,[Link],
however,downloadandcommentonthefile.
Alockedfilecanbeunlockedonlybytheuserwholocksit,orbythefoldersOwnerorManager.
Tolockafile,withthefileselected,clickActions,andselectLock(
).Thefileisnowlocked,with
[Link].

Detail View

List View

Note

Alockedfiledoesnotbecomeunlockedautomaticallywhenyouuploadanewversionofthe
[Link],youmustexplicitlyunlockitforotherstobe
abletoupdateit.

Tounlockafile,fromtheActionsdropdownmenu,clickUnlock(
updatedbyotherusers.

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DeleteandRecoveraDeletedFile
YoucanDeleteaFilefromafolderifyouareanowner,manager,orcollaboratorinthat
[Link],youmaybeabletoRecovera
DeletedorExpiredFile.

DeleteaFile
Todeleteafile,performthefollowingsteps.
1

Todeleteafile,withthefileselected,clickActionsandselectDelete(
appears.

[Link].

).Aconfirmationwindow

RecoveraDeletedorExpiredFile
Ifyouhavedeletedafileaccidentallyorthefileexpires(refertoChangeFileExpirationDate),you
maybeabletorecoverthatfile.
Dependingonwhetheryouprefertoworkinthedetailvieworthelistview,followthesteps
below.
Note

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[Link]
enterprisesourceandwishtorecoverthedeletedfile,youmustgotothesourcetoretrieveit.

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DetailView
Torecoverthedeletedfile,performthefollowingstepsusingthedetailview.

[Link]
informationsectionofthatfolder.

Clickthelisteddeletionsinthedetailsaboutthefolder.

Selectthefile(s)orfolder(s)thatyouwouldliketorecover.

[Link].

Ifthefilehadexpiredandyourecoverthefile,thenewexpirationdateisthedefaultthathasbeensetby
[Link].
[Link],[Link]
informationaboutrecoveringdeletedfiles,contactyourAdmin.

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ListView
Torecoverthedeletedfile,performthefollowingstepsinthelistview.

1
4

Navigatetothefolderinwhichthefilewasdeleted.

ClicktheFiltericon(

[Link].

Clickthedownwardarrow(

ClickRecover(

).Alistofpossiblewaystofilterthecontentsofthefolderappears.
).Alistoffileactionsappears.

).Thefilereappearsinthefolder.

Ifthefilehadexpiredandyourecoverthefile,thenewexpirationdateisthedefaultthathasbeensetby
[Link].
[Link],[Link]
informationaboutrecoveringdeletedfiles,contactyourAdmin.

DeleteaFilePermanently
Toincreaseyourstorageinafolder,[Link]
youprefertoworkinthedetailvieworthelistview,followthestepsbelow.

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DetailView
Todeleteafilepermanently,performthefollowingsteps.

[Link]
informationsectionofthatfolder.

Clickonthelisteddeletionsinthedetailsaboutthefolder.

Selectthefile(s)orfolder(s)thatyouwouldliketodeletepermanently.

ClickPermanentlyDelete.

Afteraconfirmationmessageappears,[Link]
removedfromyourstoragequota.

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ListView
Todeleteafilepermanently,performthefollowingsteps.

1
4

Navigatetothefolderinwhichthefilewasdeleted.

ClicktheFiltericon(

[Link].

Clickthedownwardarrow(

ClickPermanentlydelete(

).Alistofpossiblewaystofilterthecontentsofthefolderappears.
).Alistoffileactionsappears.
).

Afteraconfirmationmessageappears,[Link]
removedfromyourstoragequota.

ViewandChangeVersions
Youcanperformthreeactionsonversionsofafile:DownloadVersion,MakeCurrent,andDelete
[Link],youcanalsouploadorAddNewVersion
ofaparticularfileintothatfolder.

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Figure1. DetailView

Download
Delete Version
Make Current

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Figure2. ListView

Download
Delete Version
Make Current

DownloadVersion
Todownloadapreviousversionofthefile,clickthedownloadiconfortheversionyouwouldlike
[Link],ortosave
thefiletoaparticularfolder.

MakeCurrent
Tomakeapreviousversionofthefileintothecurrentversion,[Link]
discardthenewestversion,[Link]
arestillaccessibletootherusers,shouldtheywishtoseethem.

DeleteVersion
Todiscardaversionofthefile,selecttheversionofthefileyouwishtodeleteandclickthe
[Link]
version,[Link].

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File Management and Actions

AddNewVersion
Toaddanewversionofanexistingfile,performthefollowingsteps.
1

Selectthefilethathasanewversiontobeuploaded.

ClicktheActionsbutton,andselectAddnewversion(

[Link].

Navigatetothenewversionofthefilethatissavedonyoursystem.

Note

).TheAddnewversionmenuappears.

Thenewversiondoesnotnecessarilyhavetohavetheexactsamenameasthefilecurrently
existinginkiteworks.

ClickOpen.

[Link].

Caution

Ifyouuploadafilewiththeexactsamenameasafilealreadyexistinginthatfolder,thefile
[Link],
ascollaborators,managers,andtheownerstillhaveaccesstopreviousversionsofthesame
[Link],MakeCurrentthepreviousversion.

TheMoveTray
[Link],drag
thefile(s)intothetray,andfromthetray,dragtoanewlocation.
[Link].

MoveTrayActions:CopyandMove
Whenyoumoveafiletoanotherfolder,[Link]
fileisdeletedfromthetrayandfromitsoriginallocationwhenthemoveiscompleted.

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WhenyoumovefilesspecificallyfromaDropboxsource,theyaredeletedfromthesourceand
[Link]
tasksassociatedwiththefilearedeleted.

Note

Whenyoucopyafiletoanotherfolder,[Link]
remainsinitsoriginallocationandinthetray.
Tomoveorcopyfiles,performthefollowingsteps.
1

[Link]:
a. Dragthefilefromitscurrentlocation(eitheronyourdesktoporwithinkiteworks)intotheopen

MoveTrayorontotheMoveTrayicononthenavigationpanel.
OR
b. Selectthefileinkiteworks,andfromtheActionsmenu,selectAddToMoveTray.

OR
c.

IntheMoveTray,clicktheAddnewicon(
locationandaddthefiletotheMoveTray.

)andselectAddfiles;thennavigatetothefile

WhenthefilehasbeenmovedtotheMoveTray,asmallnumeralappearswiththeMoveTrayiconin
[Link].
2

Navigatetothefolderlocationwhereyouwouldliketomovetheitem.

IntheMoveTray,selectthefile(s)tobemoved.

AtthetopofthegrayMoveTraymenu,clicktheActionsicon(
onthosefileappears.

Clicktheactionyouwishtoperform.([Link]
moreinformation,refertoEmailaFile.)

Note

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ToclosetheMoveTray,clickthe
(
)inthenavigationpanel.

).Alistofactionsyoucanperform

intheleftcornerofthetray,orclickthemovetrayicon

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File Management and Actions

UploadFilesDirectlytotheMoveTray
[Link],dragthefilefromyourdesktopto
theMoveTray.
Untilthefileismovedorcopiedtoanothersharedfolder,noonecanseethefileinyourMoveTray.
Thesizeofthesefilescountsagainstyourtotalquotaallowedinkiteworks.
Caution

Ifyouclearthetrayordeletethefilewithoutuploadingittoanotherlocationinthesystem,
[Link].

UsetheMoveTraytoCollaboratewithOutsideUsersonEnterpriseContentFiles
TheMoveTraycanbeusedtocollaborateonfilespulledfrommultipleenterprisecontent
sources:SharePoint,WindowsFileShares,[Link]
sourcesintotheMoveTray,thenmovethefilestoaSharedFoldertosimplifycollaboration.
YoucanalsoemailmultiplefilesfrommultiplesourcesinasingleemailusingtheMoveTray.
Formoreinformationaboutenterprisecontentcollaboration,refertoAccessenterprisecontentsources
(LicenseEnabled).
TousetheMoveTraytocollaborateonfilesfrommultipleenterprisecontentsources,performthe
followingsteps.
1

Addfilesfromyoursourcetoyourmovetray.

Drag and Drop

Drag and Drop

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Inkiteworksfiles,createanewfolderornavigatetoanexistingfoldertowhichyouinviteusers(refer
toCreateaNewFolderandShareAccesstoaFolder).

CopythefilesfromyourMoveTraytothenewfolder(refertoMoveTrayActions:CopyandMove).

Note

IfthesourceofthefileisDropbox,youareshowntheoptionofmovingthefileinadditionto
[Link],aconfirmationmessageappears.

Inthedetailview,youareshownthesourceofthefileinadditiontoitscurrentlocation.

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Performyourcollaborationwithsubscriberstothefolderyouhavecreated.

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File Management and Actions

Whencollaborationiscomplete,uploadthefilesbacktothesourcelocation(clickReturntoContent
Source
fromtheActionsmenu).

Note

IftheoriginalsourcewasfromDropboxandyoumovedthefileinsteadofcopyingthefile,the
[Link]
[Link],uploadtheeditedfiledirectlybackto
Dropbox.

ChangeFileExpirationDate
Anexpirationdateforafileisthedateatwhichthefilewillceasetoexistinafolderandwill
appearasadeletedfile.

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UserswithanOwnerorManagerroleinafoldercanchangethedateorexpirationstatusofafile.
DependingonyourAdministratorssettings,userswithaCollaboratorrolemaybeabletoextendthe
[Link].
1

Tochangetheexpirationdateforafile,clicktheActionsbuttonandselectFileexpiration,or,onthe
detailview,[Link].

Selectthenewexpirationdate.

[Link].

Note

Youcannotsetthefileexpirationpastthefolderexpirationdate,whichissetbythecreatorof
thefolder,[Link],refertoEditFolderProperties.

DependingonyourAdministratorssettings,youmaybeabletoRecoveraDeletedorExpiredFile.

Mail
[Link]
email,[Link]
email,s/heclicksthelinkanddownloadsthatfiletohisorherownsystem.
YoucanalsoEmailaPreviewofaFile,whichmeansthatinsteadofsendingalinktoadownloadablefile,
yousendalinktoaviewonlyversionofthefilethatcannotbeedited.

Whenyousendorreceiveafile,sendafilepreview,orsaveanemaildraft,thatactivity
appearsinthefolderusingthedetailviewand.

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File Management and Actions

Tofindoutmoreinformationaboutthemailortodownload,resend,orwithdrawafilethatwasemailed,
[Link].
Note

Ifattachedfilesareupdatedbeforetheemailissentorresent,thefilethatissentistheone
[Link].

Ifyouhavesavedadraft,clicktheactivity,andyouaregiventheoptiontoeitheredittheemailordelete
thedraft.
Whenyouwithdrawafile,theactivitystillappearsintheActivitystream,butthelinktothefileisgrayed
out.
Whatisthedifferencebetweensendingafileandsharingafolder?
Whenyoushareafolder,youallowotheruserstoaccessthefileswithinthatfolder,theextenttowhich
dependsonthepermissions(Roles)[Link],youcannotspecifyindividual
[Link].
Whenyousendafile,youemailthatfiletotherecipient,regardlessofwhethertheyhaveaccesstothe
folderinwhichitresides.
Formoreinformationaboutsharingafolder,[Link]
roles,refertoRoles.
WhywouldIwanttosendafileorfilepreviewoversharingafolder?
Supposeyouhaveasinglefilethatyouwouldliketosharewithanindividual,butdonotwanttogivethat
[Link],youwouldwanttoemailthe
[Link],whichtherecipientcanuseto
downloadorviewthefile.
Whetheryousendthefileorfilepreviewdependsonhowmuchcontrolyouwouldliketherecipientto
haveoverthatfile(download,forward,print,edit,etc.).Ifyouwanttherecipienttodoanythingother
thanviewthefile,[Link],sendafilepreview.

EmailaFile
Toshareasinglefilewithanotherindividual,[Link]
downloadablebytherecipient,andtherecipientcaneditanddistributethatfilewithoutregard
tothefilesoriginalsecuritylevel.
Tosendoremailafile,performthefollowingsteps.
1

Navigatetothefiletosend,andselectthatfile.

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Usingoneofthethreemethodsbelow,selectEmailfiles.
1

Fillinallofthefields.
Tosendthefiletomultiplerecipients,separateemailaddresseswithacomma.
IfthelinkatthebottomoftheEmailFilescreenisalivelink,youcansetSecuritySettingsforyour
recipient(s).Youhavetwooptions:

Onlylistedrecipients:Recipientscannotforwardfilestoothers.(Thisisthedefault.)

Anyonenoauthenticationrequired:Recipientscanforwardfilestoothers.

Toaddadditionalfilestotheemail,performthefollowingsteps.
a. Toaddfilesfromyourdesktop,clickAddfilesandselectUploadlocalfileorUploadusingJava

Applet.(FormoreinformationabouttheApplet,refertoUploadFile(s)viaApplet.)Toaddfiles
fromkiteworks,[Link].
b. Navigatetothelocationofthefiletoaddtotheemail.
c.
4

[Link](s)youspecifiedasarecipient,
andtheactivityislistedontheActivityview.

Note

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Selectthefile(s)[Link](s)isnowlistedunderAttachedfilesontheEmail
Filescreen.

IfyouclickCancel,[Link],the
[Link],fromtheActivity
view(refertoRecentActivitiesView:TrackYourWork),[Link]
optiontoopenthedraftanddiscard,edit,orsendit.

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Iftherecipientsdontreceivetheemailinashortwhile,advisethemtochecktheirspamfilter,asthe
[Link]
acceptedcontacts.

(Alternatively,youcanclicktheEmailbuttononthenavigationpanel,selectCompose,thenaddafileto
[Link] 3above.)

EmailaPreviewofaFile
Emailingapreviewofafilemeansthatinsteadofsendingalinktoaneditableand
downloadablefile,yousendalinktoviewthefileonline,[Link]
onlyavailableforfiles20 MBorsmaller.
Asarecipient,youcanonlyviewthefileandcannotforwardit.

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Tosendoremailapreviewofafile,performthefollowingsteps.
1

Navigatetothefiletosend,andselectthatfile.

Usingoneofthetwomethodsbelow,selectEmailfilepreview.
1

Watermark set by your Administrator

Filloutallofthelistedfields.

To
Theemailaddressoftherecipient(s);separateeachemailaddresswithacomma.

Subject/Message
Determinedbyyou;ifyouhaveasignaturesetinyourpersonalsettings,thesignaturewillappear
here.

Addcustomtexttowatermark
Ifyouselectthisbox,[Link]
[Link]
sentasapreview.
[Link],thisincludes
Sentto,thenameofthepersonsendingthefile,thedateitwassent,andanadmindetermined
textthat,inthiscase,saysAdminDefault.

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AttachedFiles
Thenameofthepreviewthatisattached.

[Link].

Therecipientclicksthelinkandisdirectedtoakiteworksscreen.

Text from the body of the email

Watermark

Click to view the file

Therecipientclickstheeyebuttoninthelowerrightofthethumbnail(
theOnlineViewer.
A

).Thefileopens,using

D
C

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Thespecificsectionsofthisscreenaredescribedinthefollowingtable.
Table 11. FileViewer
Identifier Description

Notes

FileName

Sidebar

Thesidebarshowsathumbnailofeachpageofthefile.

ToggleSidebarbutton

ClicktheToggleSidebarbuttontoopenorclosethesidebar.

Share/Actionsbuttons

Allowsyoutoperformthefollowingfunctions:

Watermark

GotoFirst/LastPage

RotateClockwise/Counterclockwise

IfyouareaViewerofthefile,thewatermarkoftheemailaddressofthe
personviewingthefileandothertextdeterminedbyyourkiteworks
[Link],thewatermark
doesntappear.

[Link]
thisdate,contactyourAdministrator.

RequestaFile
Anotherwaytocollaborateusingtheemailfunctionofkiteworksistorequestafilefroman
individualwhomayormaynotbepartofyourkiteworkscontactsorhaveaccesstoyour
kiteworksfolders.
Whenyourequestafilefromanexternalcontact,youprovidetothatpersonalinkthatheorshecanuse
touploadthefiletoyou,whereyoucanthendownloaditsecurely.
Note

[Link],contactyour
Administratortoenablethisfeature.

Torequestafile,performthefollowingsteps.
1

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Navigatetothefolderinwhichyouwouldliketherequestedfiletoreside.

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ClicktheNewbutton(

Filloutthelistedfields.

)[Link].

To (required)Therecipientscanbeanyone,regardlessofwhethertheyaremembersofyour
[Link].
Subject (required)Thesubjectoftheemailthatwillbesent.
Message (optional)Themessageoftheemail.
AdvancedOptions:
Requireauthenticationforfileuploads Indicatewhetheruploaderwillneedanauthenticated
[Link],s/hewillbe
promptedtocreateanaccountbeforeuploading.
Note

Iftheuploaderiswithinyourorganizationsdomain,s/[Link]
isoutsideofyourorganizationsdomain,s/hewouldbearestricteduserandwouldnotusea
license.
UploadLinkExpires [Link]
[Link],orindicatethatthelinkwillneverexpire.
MaximumUploads (required)Thisisthenumberoffileseachuploaderisallowedtoupload
usingthisinvitation.
ViewableFiles Whenusersuploadfilestothefolderusingthisinvitation,theycannotseethe
otherfilesthatareinthefolder,[Link],
however,indicatefilesthattheuploadercansee,eithertoviewordownload.
Toselectthosefilesthatcanbeviewable,performthefollowingsteps.

a. [Link],showingallfilesthatcurrentlyexistinthe

folder.
b. Selecttheextentoftheuploadersabilitytousethosefiles(ViewedorViewandDownloaded).

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c.

Selectthefilestoinclude.

d. ClickNext.
4

[Link](s),withthefollowinginfo.

Atthesametime,youreceiveanotificationinRecentActivitiesView:TrackYourWork,foreach
[Link].(If
youwithdrawtherequest,thewithdrawalalsoappearsintheActivityfeed.)

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ThecontactclickstheSignInbutton,andafterauthentication(ifrequired),istakentothefollowing
screen,usinghisorherdefaultbrowser.

Inthiscase,becausetheRequesterindicatedthattheProposalWorksheetisbothviewableand
downloadable,theviewicon(
)andthedownloadicon(
)appearnexttotheProposal
Worksheetfile.
6

TheuploaderclicksSelectFiles,whichopensthehis/heroperatingsystemexplorer,andnavigatesto
[Link],s/hecandraganddropthefilesintothespaceindicatedonthepage.

TheuploaderthenclicksUpload,andthefilesareuploadedtothelocationthatyouspecifiedwhen
[Link]
newfieldontheUploaderwindow:Filesuploadedbyme.

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Note

Optional:Iftheuploaderwishestomakeacommentaboutanyoftheuploadedfiles,s/hecan
clickthecommenticon(
),makethecomment,[Link]
canmakecommentsontheirfiles.

Note

Iftheuploaderusesthelinkfromtheinvitationemailtoreturntotheuploadpage,s/hecan
uploadthefileagain,[Link],however,
thatthisversioncountstowardsthemaximumnumberofuploadsthatyouspecifiedinthe
invitationmessage.

[Link],therequester,
canviewallofthefilesuploadedbytheuploaders.
Uploaderscanonlyseethosefilesuploadedbythemandthefilesyoumarkedasviewableinthe
RequestFilewindow.
If,intherequest,youspecifiedthattheuploadermustbeauthorizedbykiteworksbeforeuploading,
theuploadedfileswillshowtheusernameoftheuploaderinparenthesesasapartofthefilename;
forexample,FileName(UploaderEmailAddress).doc.

Caution

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Ifauseralreadyhasaroleinthefolder,thepermissionsthatcomewiththatrolestillapply.
Forexample,iftheuserisalreadyaViewerinthefolder,hewillbeabletoviewallfiles
uploadedtothefolder,includingthoseuploadedbythoselistedintheinvitation.

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File Management and Actions

Inthemeantime,you,therequester,receiveanemailwiththelinktothefilethatwasuploaded.

10 YoucandownloadthefilebyclickingtheDownloadbuttoninthatemail,oryoucangotoyour

kiteworksfolderstructuretoverifythatthefilewasuploadedcorrectly.

AddTasksandComments
Thosepeoplewhohaveaccesstoasharedfolderinkiteworkscanaddacommentto
[Link],Managers,andCollaboratorscanalsoassigntaskstootherusers
basedonthecontentsofafolder.

Tasks
Asanowner,manager,orcollaborator,youcanassignatasktootherpeoplewhohaveaccesstoafolder.

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AssignaTask
Toassignatask,navigatetothefileassociatedwiththetask,andperformthefollowingstepsin
thedetailview.

4
2

[Link],whereyoudescribethetask.

Clickthepersonicon(
)[Link]
[Link].

Clickthecalendaricon(

[Link]
receivesanemailwiththedetailsaboutthetask.

)andselectaduedate.

Theassigneecannowindicatethestatusonthetask,fromDefined,Inprogress,orCompleted.

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File Management and Actions

ChangetheStatusofaTask
Whenataskisassignedtoyou,[Link]
thestatusofatask,performthefollowingsteps.

[Link]:Edit(

[Link],andselectthestatusyouwish:Defined(the
defaultwhenataskisassigned),Inprogress,orCompleted.

ClickSubmit.

kiteworks Web Users Guide

)andDelete(

).Clicktheediticon.

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File Management and Actions

Comments
Anyonewhohasaccesstouploadafilecanaddacommenttothatfile.

AddaComment
Tomakeacomment,navigatetothefileassociatedwiththecomment,andperformthefollowingstepsin
thedetailview.

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[Link],whereyoutypeyourcomment.

[Link].

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File Management and Actions

RespondtoaComment
Torespondtoacomment,performthefollowingsteps.
1
2

[Link]:Reply(

[Link],whereyoutypeyourreply.

ClickSubmit.

kiteworks Web Users Guide

),Edit(

),andDelete(

).

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Search Functions

SearchFunctions
kiteworksofferstwotypesofsearch:[Link]
[Link],folders,mail,textin
thefile,andmetadata,andisenabledbyyourkiteworksadministrator.
List View

Enhanced Search

Basic Search

Enhanced Search

Detail View

Basic Search

BasicSearch
[Link]
namesoffilesorfoldersthatcontainyoursearchterm.

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Search Functions

Tousethisfunction,firstnavigatetothefolderinwhichyouwanttosearch.

2
3

ClickintheBasicsearchfield(

Clicktherightarrow,ortype<enter>.ThesearchresultsappearundertheSearchfield.

Tofiltertheresults,clickthefiltericon(

[Link]
markedasfavorites.

Note
5

)andenteryoursearchparameters.
).

IfyoufiltertheresultsbyManagedorFavorite,nofileswillappearinthesearchresults,
becauseyoucannotbemanagerofanindividualfileormarkindividualfilesasafavorite.

Tonavigateawayfromyoursearchresults,eitherdeletethesearchtermfromthefieldornavigate
awayfromthefolder.

EnhancedSearch
kiteworksenhancedsearchfunctionincludessearchingfilesandemailsfortext,metadata,
namesoffiles,[Link]
search,youcannarrowthesearches(orfilter)byfiletype,andorganizethesearchresultsbythe
bestmatch,alphabetizetheresults,orlistthenewestoroldestfirst.
Yoursearchusesthefollowingconventions:

Searchtermsarereducedtoarootform,sosearchingforengineerwillalsosearchforvariantsof
thatword,suchasengineering,engineers,andengineered.

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Search Functions

Shortandcommonwordsarenotincludedinasearch(suchasa,an,and,is,it,or,not,etc.)

Whenaqueryhasmultiplewords,allwordswillappearinthereturneddocument(s).

Tosearchforaphrase,encloseitindoublequotes,forexample:ColdwaterProject.

Whenyouhavealistofresults,youcanviewthefile,share(email)thefile,[Link]
clickthelinktogotothefolderinwhichthefileislocated.
Tosearch,performthefollowingsteps.
1

Onthetopbar,intheSearchfield,typethestringofwordsorphraseforwhichyouwanttosearch.

Type<enter>.Thelistoffolders,files,andemailsthatcontainthetextyousearchedforislistedin
theresults.

Fromthislist,youcansorttheresultsbybestmatch,alphabetically,[Link],
youcanshare,preview,ordeletethefiles.
a. Share

RefertoEmailaFile.

b. Delete

[Link],itmaytakea
fewminutesfortheitemtobedeletedfromthesearchresults.

c.

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Preview

RefertoOnlineViewer.

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Search Functions

SearchFiltering
Tofurtherrefineyoursearch,[Link]
folders,files,mails,andotherparameters.
Toincludeparametersinthefilter,clickthecorrespondingcheckboxandifnecessary,specifythe
parameter(suchastype,size,time,createdby,orwithinaspecificfolder),andclickApply.

ON
OFF

Note

ThecreationdateofafileismeasuredbythedateandtimeofUTC,ortheUniversalTime
zone,alsoknownasGMT.
Forexample,ifyouareinthePacificStandardTimezone(PST)anduploadedafilefromyour
deviceyesterdayat6pm,thensearchforthefiletodaybefore5pmusingtheyesterdayfilter,
[Link],because
PSTis7hoursfromUTC).
Takethisintoconsiderationwhenperformingafilterbytime.

Torefreshthefilteringparameterstothedefaultthatis,themostinclusivesettingsclickReset.

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Edit Settings

EditSettings
Yourpersonalsettingsincludeyouraccountinfo,preferences,[Link]
[Link].(Ifyou
haveAdministrativeaccesstokiteworks,Switchtoadminportaloptionalsoappears.)

Tosignout,[Link],thesystemrememberswhichviewyou
wereusingandwhichfolderyouwereaccessingwhenyouwerelastsignedin,andyouarereturnedtothe
samescreen.
Toedityoursettings,[Link],withthefollowingmenusonthelefthand
sideofthescreen.
Fromtheseoptions,youcanpersonalizeyourownkiteworksexperience,including:

Page 86

AccountInfo

Preferences

DisplayName

Language

ProfilePicture

TimeZone

Password

MessageSignature

MessageSignature

ContactsandGroups

ManageContacts

AddaContact

EditaContact

DeleteaContact

AddaGroup

EditaGroup

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Edit Settings

AccountInfo
Youraccountinformationconsistsofadisplayname,emailaddress,profilepicture,andpassword.

DisplayName
TochangeyourDisplayName,performthefollowingsteps.
1

FromtheSettingsscreen,clickAccountInfo.

TypeyournewDisplayNameintheDisplayNamefield(typically,<firstname> <lastname>).

[Link].

Note

DependingonthesettingsthatyourAdministratorhasset,itispossiblethatyoumaynotbe
[Link],contactyourAdministratorforassistance.

Note

Youcannotchangeyouremailaddresshere;thismustbeperformedbyyourAdmin.

ProfilePicture
[Link]
ofyourface,[Link],theimagemayappeardistorted,
especiallyonmobiledevices.Notethatthephotocannotexceed2 MB.
Touploadorchangeyourprofilephoto,performthefollowingsteps.
1

FromtheSettingsscreen,[Link].

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Edit Settings

[Link].

NavigatetoyournewprofilephotoandclickOpen.

WhenpromptedAreyousureyouwanttoupload<file name>asprofileimage?,clickYes.

OntheAccountInfoscreen,[Link].

Password
YourpasswordmustmeetthestandardssetbyyourAdmin,andmayrequireatleastonecapitalletter,and
atleastonesymbol(!@#$%&*).
Dependingonyourenvironment,[Link]
basedonyourLDAPpasswordoryourorganizationutilizesSSO,[Link]
yourAdministratorwithquestionsaboutchangingyourpassword.
Tochangeyourpassword(ifpermitted),performthefollowingsteps.
1

FromtheSettingsscreen,[Link].

Typeinyourcurrentpassword.

Typeinyournewpassword.

Typeinyournewpasswordforverification.

[Link].

Preferences
PreferencesconsistofaLanguagepreference,TimeZoneindicator,MessageSignature,andMessage
[Link],yourpreferencesmayalsoincludea
Locationsoption.
Toseeyourcurrentpreferences,fromtheSettingsscreen,[Link]
appears.

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kiteworks Web Users Guide

Using kiteworks
Edit Settings

Language
[Link]
changeyourdefaultlanguage,performthefollowingsteps.
1

UnderLanguage,clickthedownwardarrow.

Selectyourpreferredlanguagefromthelistshown.

[Link].

TimeZone
[Link]
[Link],besuretoupdatethissettingappropriately.
Tochangeyourtimezone,performthefollowingsteps.
1

UnderTimeZone,clickthedownwardarrow.

Selectyourtimezonefromthelistshown.

[Link].

MessageSignature
Whenyousendanemailusingthekiteworksinterface,youcanaddasignaturetoappendtoyouremail.
Typically,thisconsistsofyourname,title,andcontactinformation.
Toaddoredityoursignature,performthefollowingsteps.
1

UnderMessageSignature,typethetextyouwouldlikeappendedtoyouremails.

[Link].

ContactsandGroups
Yourcontactsarethosepeopletowhomyousendemailsfromkiteworks,orhaveaddedaspeoplewith
[Link]
[Link].
Wheneveryousendanemailviakiteworksorinvitesomeonetocollaborateinafolder,yourcontactslist
retainstheinformationforfuturereference.
[Link]
settings,youcaneditthemembersofagroup,includingtheiremailaddresses.

kiteworks Web Users Guide

Page 89

Using kiteworks
Edit Settings

Toseeyourcurrentcontacts,fromtheSettingsscreen,[Link].

ManageContacts
Managingyourcontactsconsistsofadding,editing,anddeletingmembersofyourcontactslist.

AddaContact
Toaddacontact,performthefollowingsteps.
1

Page 90

FromtheContactsscreen,clickthe
appears.

[Link]

kiteworks Web Users Guide

Using kiteworks
Edit Settings

[Link].

Typethedisplaynameofthecontact(generally,<firstname> <lastname>)andaddthecontacts
emailaddress.

[Link].

EditaContact
Toeditanexistingcontact,performthefollowingsteps.
1

IntheContactsscreen,nexttothecontactyouwouldliketoeditordelete,therearetwoicons:

[Link].

Makeyouredits.

[Link].

DeleteaContact
Todeleteanexistingcontact,performthefollowingsteps.
1

IntheContactsscreen,nexttothecontactyouwouldliketoeditordelete,therearetwoicons:

[Link].

[Link].

AddaGroup
[Link],
justtypetheNameofthegroupinanyTofield.
Addagroupfromthesamelocationasyouwouldaddacontact.

kiteworks Web Users Guide

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Using kiteworks
Edit Settings

Toaddagroup,performthefollowingsteps.

Page 92

FromtheContactsscreen,clickthe
appears.

[Link]

[Link].

IntheNamefield,addthenameofthegroup.

IntheEmailfield,[Link]
withacomma.

[Link].

kiteworks Web Users Guide

Using kiteworks
Edit Settings

EditaGroup
Toeditanexistinggroup,performthefollowingsteps.
1

IntheContactsscreen,nexttothegroupyouwouldliketoeditordelete,therearetwoicons:

[Link].

Makeyouredits.

[Link].

kiteworks Web Users Guide

Page 93

Using kiteworks
Edit Settings

SFTPKeys
IfyouradministratorhasenabledSFTPaccessforyou,youcangenerateoraddyourownSTFPkeypairsin
[Link],andlikeapasswords,
shouldnotbesharedorsentoverunsecurecommunications.

1
3

6
7

8
9

GenerateSFTP
TohavekiteworksgenerateanSFTPforyoutouse:

Page 94

FromtheSettingsscreen,clickSFTPkeys.

ClickthegenerateSFTPkeybutton,andinthewindowthatopens,typethenameandapassphrase
foryourSFTPkey,andclickgenerate.

AwindowwillpopupshowingyourSFTPkey,youcancopyandpastethistoafileonyourcomputer.
Closethewindow.

Confirmthatyouwanttoclosethewindowbyclickingyes.

kiteworks Web Users Guide

Using kiteworks
Edit Settings

AddSFTP
ToaddanexistingSFTPkeytokiteworks:
5

ClicktheaddSFTPkeybutton.

TitletheSFTPkey

PasteyourexistingSFTPkeyintothekeyfield.

ClicksubmittosavetheSFTPkey.

DeleteSFTP
TodeleteanSFTPkeyinkiteworks:
9

ClickthedeletebuttonnexttotheSFTPkeyyouwanttoremove,andinthewindowthatappears,
confirmthedeletionbyclickingyes.

kiteworks Web Users Guide

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Using kiteworks
Edit Settings

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kiteworks Web Users Guide

2kiteworksResources

Ifyouhavequestionsthatwerenotansweredbythisguide,visitourknowledgebaseat:
[Link]
Forsupportontechnicalissues,visitoursupportportalat:
[Link]

kiteworks Web Users Guide

Page 97

kiteworks Resources

Page 98

kiteworks Web Users Guide

AAppendixA:IconsandSymbols

Table 1. kiteworksIconsandDescriptions
Icon

Description

Notes

NavigationPanel
Allfiles

[Link],refertoWhere
YouWork.

Sharedfolders

Filtersthelistoffolderstothoseyouhavesharedwithotherusersorfoldersthat
[Link],withunshared
[Link],refertoDetailView:Explore
YourFilesandFoldersandShareAccesstoaFolder.

FolderwithContent

Thethreedotsindicatethatthefoldercontainsfilesorfolders.

Favorites

[Link]
tothedetailview,butshowsonlythefoldersyouhavemarkedasfavorites.
Formoreinformation,refertoDetailView:ExploreYourFilesandFoldersandMake
aFolderaFavorite.

Recentactivities

JumpstotheActivityviewformanagingtasks,comments,[Link]
moreinformation,refertoRecentActivitiesView:TrackYourWork.

Mail

[Link],refertoEmailaFile.

Movetray

[Link],refertoTheMoveTray.

kiteworks Web Users Guide

Page 99

Appendix A: Icons and Symbols

Table 1. kiteworksIconsandDescriptions
Icon

Description

Notes

FileandFolderActions
Actions

Opensamenuofactionsyoucanperformonafileorfolder;refertoFolder
ManagementandActionsandFileManagementandActions.

Addfiles,Createfolder,or
Requestfiles

Revealselementstoaddtothecurrentfolder;referto:

Calendar

AddorUploadFiles

CreateaNewFolder

RequestaFile

[Link]:

Tasks

ChangeFileExpirationDate

SearchFiltering

Close

ClickthisbuttontocloseawindowortheMoveTray.

Comments

Whenafileisselected,clickthisicontoaddacommentthatwillbeassociatedwith
[Link].

CreateFolderlistview

Inthelistview,[Link]
CreateaNewFolder.

Delete/Discard

Discardsafile,aversionofafile,acomment,[Link]:

DeleteandRecoveraDeletedFile

AddTasksandComments

Detailview

Inthetopgraybar,clickthisbuttontoswitchbetweenthelistviewanddetailview.
[Link]:ExploreYourFilesand
Folders.

Download

Withafileselected,allowsyoutodownloadthefiletoyourdesktopsoyoucanopen
itusingtheappropriateprogram(MicrosoftWord,etc.).Youcanalsodownloadthe
[Link]:

Download

DownloadFile(s)viaApplet

DownloadVersion

Whenviewingversionsofafile,thisbuttondownloadsapreviousversionofthefile
[Link]
DownloadVersion.

Edit

Allowsyoutoeditacomment,task,contact,[Link]:

Email

Page 100

AddTasksandComments

ChangetheStatusofaTask

EditaContact

EditaGroup

Emailfiles;refertoMailandEmailaFile.

Emailallpeoplewhohaveaccesstothefolder;refertoSendanEmailtothe
UsersofaFolder.

kiteworks Web Users Guide

Appendix A: Icons and Symbols

Table 1. kiteworksIconsandDescriptions
Icon

Description

Notes

EmailPreview

Allowsyoutosendanuneditableversionofafiletousersbothinandoutsideof
[Link].

Expand

Withafolderselected,allowsyoutoexpandthefolderinformationtoviewthe
expirationdate,whetherthefolderallowssync,andthesetquota.

Favorite(Action)

SetsthefolderasaFavorite,soitiseasilyfoundagainusingthenavigationpanel.
RefertoMakeaFolderaFavorite.

File/FolderActions

Whenusingthelistview,opensthelistofactionsyoucanperformontheselected
[Link]:ManageYourFilesandFolders.

Filter

Allowsyoutofiltertheitemsthatappear,including:

Searchresults(bymanydifferentcategories;refertoSearchFiltering)

Folders(Managed,Favorites,Deleted)

Files

Activities(refertoRecentActivities)

Listview

Inthetopgraybar,clickthisbuttontoswitchbetweenthelistviewanddetailview.
[Link]:ManageYourFilesandFolders.

Lock

Allowsyoutolocktheselectedfilesonooneotherthanyourselfcanuploadanew
[Link]/Unlock.

ManagePeople

Allowstheusertoadd,delete,orchangeaccessforotherstoaccessthefolder;refer
toShareAccesstoaFolder.

MoveTray:Copy

CopiestheselectedfilefromtheMoveTraytothecurrentfolder.

MoveTray:Move

MovestheselectedfilefromtheMoveTraytothecurrentfolder.

Notifications

OpenstheManagenotificationswindowtosetthecircumstancesinwhichyou
[Link].

On/Off

[Link].

Properties

[Link]
FolderProperties.

Reply

[Link].

kiteworks Web Users Guide

Page 101

Appendix A: Icons and Symbols

Table 1. kiteworksIconsandDescriptions
Icon

Description

Notes

ReturntoSource

Returnsafiletoitsenterprisecontentsource;refertoUsetheMoveTrayto
CollaboratewithOutsideUsersonEnterpriseContentFiles.

Requestfile

[Link]
File.

Retrievedeleteditems

[Link]
ExpiredFile.

Search

[Link]
EnhancedSearch.

Searchgo

[Link]<enter>.RefertoSearch
Functions.

Searchinfolder

[Link]
Search.

Settings

Yourpersonalsettingsincludeyouraccountinfo,preferences,andcontacts.

RefertoEditSettings.
Share

RefertoMailandEmailaFile

RefertoEmailaPreviewofaFile

Task

Whenafileisselected,[Link]
Comments.

Task:Assignaperson

[Link]
Comments.

Unlock

[Link]/Unlock.

Upload

OpenstheAddnewfileswindow;thisisashortcuttoaddnewfilestoaselected
[Link].

Uploadlistview

Inthelistview,[Link].

Versions

Whenafileisselected,clickthisicontoaddanewversionofthefileto
[Link].

[Link].

Viewiconinthumbnail

Page 102

OpenstheEmailfileandEmailpreviewmenu;allowsyoutosendfilestousersboth
inandoutsideofyournetwork.

Whenafileisselectedusingthedetailview,thisbuttonallowsyoutoviewthefile
withoutdownloadingittoyourdesktop,[Link]
Viewer.

kiteworks Web Users Guide

Appendix A: Icons and Symbols

Table 2. EnterpriseSourceIcons
Icon

Description

Notes

Addnewsource

FromtheActionsmenuatthehighestpointinthehierarchy,allowsyoutoaddanew
[Link].

Box

[Link]
[Link],contactyourAdministrator.

Documentum

IconindicatesthatthecontentsourceisDocumentum.

Dropbox

IconindicatesthatthecontentsourceisDropbox.

eDOCS

[Link]
eDOCSislimitedatthistime.

GoogleDrive

[Link]
[Link],contactyourAdministrator.

HomeShare

Iconindicatesthatthecontentsourceisthehomedirectoryofyouroperating
[Link],contactyourAdministrator.

kiteworks

Iconindicatesthatthecontentisinkiteworks.

OpenTextContentServer

IconindicatesthatthecontentsourceisOpenText.

SharePointorMicrosoft
OneDrive

IconindicatesthatthecontentsourceisMicrosoftOneDrive,SharePoint 2013,
SharePointOnline,orSharePoint 2007or2010.

FileShares

IconindicatesthatthecontentsourceisWindowsFileShares/CIFSorDistributedFile
Systems(DFS).

kiteworks Web Users Guide

Page 103

Appendix A: Icons and Symbols

Page 104

kiteworks Web Users Guide

BAppendixB:ECCompatibility

Figure1. EnterpriseConnectCompatibilityandFunctionality

Windows Shared Folders:

CIFS, SMB v.1, WMB v.2

l/
M
na
r
r
e
ut
EC
t
s
n
O
e
d
I
l
n
m
CM
lde
i
d
k
e
o
o
E
h
F
E
a
s
c
s
r
t
r
F
y
e
e
rf
m
plo le wi Use
Ba
tat
Ch
eb
om
fro
/U
lde
le
i al
o
r
/
c
i
f
d
r
o
n
F
e
F
l
n
ou
ve
Fi
loa
re rn
An
oF
kI
ss
n
wn Sha Exte hec
trie
nd
dt
it /
dS
ce
o
e
e
d
d
d
c
S
A
E
A
A
D
R
Ico
C
Mobile Mobile Mobile Mobile
N/A
Mobile
------Web
Web
Web
Web

Distributed File System:

DFS

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

N/A

Mobile

---

---

---

SharePoint 2013:
SP2013

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile

Via SP
Plugin

Via SP
Plugin

Via SP
Plugin

SharePoint 2010:
SP2010

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile

Via SP
Plugin

Via SP
Plugin

Via SP
Plugin

SharePoint 2007:
SP2007

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile

---

---

---

SharePoint Online (beta):

Office 365

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile

---

---

---

EMC Documentum (beta):

Platforms 7, 6.7, 6.6

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile

---

---

---

OpenText Content Server:

Platform 10, v. 9.7.1
(Livelink)
OpenText:
eDocs

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile

---

---

---

Mobile Down- Mobile

Web load only Web

N/A

Mobile

---

---

---

Google Drive:
Business

Only by
Admin

Mobile
Web

N/A

Mobile

---

---

---

er

Enterprise Content
Management (ECM )
Source

kiteworks Web Users Guide

s
dU

Web

Mobile
Web

CL

A
on

Mobile
Web

Page 105

Appendix B: EC Compatibility

Figure2. (Continued)

l/
M
rna
t
r
e
EC
t
n
Ou
es
I
l
n
m
CM
lde
i
d
k
e
o
o
E
h
F
E
a
s
c
s
r
t
r
i
f
F
o
te
r
m
w se
by
he
pl
Ba
m
fro
lde
ile al U n / C
ota
ile
fro
d/U
rce
o
n
F
e
F
l
a
u
i
F
n
e
I
n
e
o
o
s
r
v
F
l
r
A
o
k
s
n
wn Sha Exte hec
trie
nd
dt
it /
dS
ce
Se
Ad
Ed
Ad
Ac
Do
Re
Ico
C
er

Enterprise Content
Management (ECM )
Source

s
dU

n
do

AC

Box

Only by
Admin

Mobile
Web

Mobile
Web

Mobile
Web

N/A

Mobile

---

---

---

Home Directory:
Windows, Unix, Linux

Only by
Admin

Mobile
Web

Mobile
Web

Mobile
Web

N/A

Mobile

---

---

---

OneDrive:
Office 365

Only by
User

Mobile
Web

Mobile
Web

Mobile
Web

Mobile
Web

Mobile

---

---

---

Web

Mobile
Web

Mobile
Web

Mobile
Web

N/A

Mobile

---

---

---

Dropbox

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kiteworks Web Users Guide