Files Tab

Description: Contains the workspace for all your folders subfolders and
files. Manage your folder structure, upload files into your user account, share
folders with users, manage permissions on folders, configure notifications and
enable anonymous access to folders.
Files Tab





Types of Folders

Description: There are 4 types of folders that include different types of
ownership. Depending on the ownership of the folder some features may be not be available.
Types of Folders

Folder Type Description
Root Folder Contains the overall files workspace for that user
account. Cannot be shared. Default location for system generated folders
i.e mail, logs, imports.
Owned Folder A folder you created i.e. originates from your user.
Share folder with users, manage access and permissions, setup
notifications and enable anonymous access.
Owned Shared Folder A folder you created and have shared with another user.
Share folder with users, manage access and permissions, setup
notifications and enable anonymous access.
Unowned Shared Folder A folder another user has shared with you. No ability to
change access, permissions or share the folder with other users.


Home Link

The home link allows you to view , create, delete and manage your folder
structure in your workspace.
Files Tab




Feature Description
Root Folder Contains the overall files workspace for that user
account. Cannot be shared. Default location for system generated folders i.e mail, logs, imports.
Workspace Tree Quickly, view and browse your folders and files using a
full illustration of your entire folder structure.
Workspace Tree
Workspace Browser Area View the contents inside your current directory in icon,
thumbnail or detail mode. View the size, date modified and date uploaded
in detail model.
Send Send individual files or entire folders to users,
contacts or other recipients by email.
More about Sending Files
Share Share folder access to users and contacts. Setup
permissions on folders, activate anonymous access and configure email notifications.
More about Sharing Folders
Download Download files and folders. Select files from your
remote site to download to your mobile device or desktop.
More about Downloading
Upload Upload files into the current directory.
More about Uploading
New Folder Create a new folder.
Delete Folder Delete current folder (not available on root directory)
Move Folder Move current folder (not available on root directory)
Rename Folder Rename current folder (not available on root directory)



Share folder access to users and contacts. Setup permissions on folders,
activate anonymous access and configure email notifications.
More about Sharing Folders

Feature Description
Name Name of the shared folder the user or contact will see.
Path The directory path for the shared folder. Select “Choose” to select a different folder to share.
Description What appears on the description of the shared folder.
Choose Allows you to change the path of the shared folder to
another folder you own.
Add Contacts Opens a new window to select from the list of current
users and contacts to share the folder with. Allows you to bulk
configure permissions and email notifications.
Add Contact
Active Enables and disables the shared folder. When inactive, the folder no longer becomes available.
Notify me when contacts Enables email notifications for the Folder Owner.
Select when email notifications are received using the drop down
Allow anonymous access Enables anonymous access by FTP client or anonymous
access by URL syntax (browser based). Select anonymous permissions using the drop down menu.
Learn more about anonymous access.

Learn more about URL syntax.
Hide folder from anonymous access listing Hides the folder from anonymous listing. The folder is hidden from other folders and cannot be accessed unless the exact folder credentials are known.
Display downloaded files directly in browser Displays browser compatible files directly in web
browser. Files not compatible with web browsers will prompt users to download the file to their device.


Sharing Link

View the details of all shared folders currently listed in your account or
associated with your user. View the shared folder name, path, access and more.
More about Sharing Folders

Feature Description
Search Search for a specific shared folder name
Shared Folder Browser View the name, folder path, members, access and
notifications of shared folders listed in the account.
Shared Folder Select a shared folder to open sharing options.
Add Manually create a new shared folder path. Redirects to the share page to manually input name, description and path fields.
Import Sharing Create multiple shared folder paths simultaneously.
Click here to learn more about importing users and shared folders



Getting Started
Signing up for a Free Trial
Basic steps to Setup
Purchasing your account
Choosing the right account type: Enterprise and SMB
Logging into your account
How to login with a Web Browser
How to Login to an FTP client via FTP
How to Login to an FTP Client via SFTP
Logging in by FTP URL with Username and Password
Reset and change your password
How to Update an Expired Password
Administrator Initial Setup
Account-level options
Force Secure Protocols only (FTPS/HTTPS/SFTP)
Enabling a Password Policy
Enabling CJIS Compliance Policy
Add IP whitelisting
Configuring Web Access
Configuring FTP/SFTP Access
Implementing Multiple Administrators
Adding branding to your account
Branding Contact Logins
Creating a Custom Subdomain (
Web Interface
Home Tab
Files Tab
Contacts Tab
Users Tab
Plugin Tab
Setup Tab
Adding a User or Contact
Adding a Contact by Email Address
Add a User by Email Address
Add a User by Username
Using Groups
Account setup PDF Guides (*.pdf)
Activated Account Limits
Shared Folders
Configuring for Restricted Shared Folders (FUSN)
Creating Folder Structures for Sharing
Detailed Steps to Sharing Files/Folders
Managing Shared Folder Privileges
Add real-time notifications to uploads/downloads
Audit logs and Real-time Reports
Using Real-time Reports
Example Report Filters
More Example Report Filters
Exporting a Report
Enable audit logs for logins, file transfers, and deletes
Accessing and viewing your audit logs
Steps to sharing the logs folder
Anonymous Access
Creating A Public Link
Anonymously Sharing Files and Folders
Transferring Files
Uploading Files by Web Browser
Uploading Files by FTP Client
Download your FTP/SFTP server files from any browser
Download files with an FTP client
Using the Send function to securely send files through a web-based link
Using the Send function from your Files tab
Managing Mail Events (Send and Receive function)
Drag & Drop
Uploading Multiple Files with Drag and Drop
Enabling Drag & Drop on Legacy IE Browsers
Website Plugin
Integrating the Upload Plugin into your Website and Business
Web Plugin Overview and Guide
Plugin Brand Customization
Embed the Plugin into Your Website
Adding Additional Security (CAPTCHA, Password)
Security and Compliance Info
Security Model Overview
Security Model Details
Multi-Factor Authentication
MFA Initial setup for a standard user by Admin
MFA by User (Multi-Factor Authentication)
MFA reset on managed user
MFA reset on a standard user
Configuring Single Sign-On (SSO) for your account
Configuring Okta with OpenID
Configuring AzureAD with OpenID
Enabling Single Sign-On (SSO) for user logins
Certificate & Host Key Info
SSL Certificate Info
Trusting the Hosted~FTP~ SSL Certificate
SSL Server Test
FTPS Host Keys
SFTP (RSA/DSA) Host Keys
Configuring PKI Support
Compliance Info
WCAG 2.0
Bundle Features
Hosted~FTP~ vs. AWS Transfer Family
Group vs. Enterprise bundle features
Enterprise T1 vs. T2 Bundle Comparison
Enterprise T2 Plan Features
Different user types and function comparisons
Difference between users and contacts
Sync Feature
Configuring a Sync to SFTP Gateway
Configuring a Sync to S3 Gateway
Regular expressions with Sync feature
File Retention Policy
Configuring a File Retention Policy
File Retention Policy Examples
Account Management
Purchasing your account
Payments & Billing
Choosing a payment plan
Renewing an expired account
Changing a Bundle or Payment Plan
Changing Credit Card Information
Reviewing billing statements
Trial Account Limits
How is Storage Calculated?
Reviewing account resources and usage
Switching Account Bundles
Changing the Account Administrator
Administrator Access to User Accounts
Cancelling an Account
FTP/FTPS/SFTP Connections
Hosted~FTP~ IP Addresses
SFTP (RSA/DSA) Host Keys
Connect with Plain FTP
Connect with Secure FTPS/SFTP
Connecting with an FTP Client
Command Line (CLI)
How to connect to your remote site using the command line
How to login to SFTP with one line on Linux
Understanding FTP commands in the command line
Connecting through SFTP by Command Line (CMD)
Using PKI keys to connect to Hosted~FTP~ on linux
Importing PuttyGen PKI Keys to Linux
FTP/FTPeS command line error codes and their meaning
Windows Network Locations
Add Network Location Windows XP
Add Network Location Windows 10/8/7
Connecting from a Mac Computer Terminal
Using Filezilla with FTP/FTPS
Using FileZilla with SFTP
Connecting to WebDrive
Using WebDrive
Installing WinSCP
Uploading & Downloading with WinSCP
WinSCP Scripting
Executing WINSCP script from a saved site
Executing WINSCP script without a saved site
Transfer new and updated files only
Backup Scripts with WinSCP
Keep Folders up to date
Uploading & Downloading with AndFTP
Searching, Resume Support & Third-party Sharing with AndFTP
FTP, SFTP Use Cases in Industries
EDI document transfers
Integrating the Upload Plugin into your Website and Business
Real Estate
Call Center
Best Practices
Use Cases
Exporting EDI files to FTP for download
User Optimization
Create a Managed User
Giving a User Read-only Access
Giving a User Full Access
Default FTP Folder Destination
Set a 0GB Storage Quota
Deleting a User and Keeping their Files
Importing Multiple Users & Shared Folders
Importing Users in Bulk – Syntax and Definitions
Importing Restricted Shared Folders in Bulk – Syntax and Definitions
Detailed Steps and Example Templates for Importing
Exporting a User List
Combine multiple audit logs
Managing FTP Files and Storage in your Account
Moving Files from a User to an Administrator
Video Tutorials
Web Interface
Home Tab
Files Tab
Web Plugin
AndFTP – Connecting, uploading and downloading
AndFTP – Searching, resume support and third-party sharing
WinSCP – Downloading, Installing and Understanding
WinSCP – Connecting with FTP, FTPS, SFTP, uploading and downloading
WinSCP Backup Script
Cyberduck– Connecting with FTP,FTPS, SFTP, Uploading and Downloading
Cyberduck– Quick Look, Transfer Queue and Synchronizing
Cyberduck – Bookmarks, Editing and using Multiple Connections
FileZilla -Downloading, Installing and Understanding FileZilla
FileZilla – Connecting with FTP, FTPS, SFTP and uploading and downloading
FileZilla – Importing/Exporting Site Connections, Editing and Logs
FileZilla Tools – Bookmarking, Searching, using Multiple Connections
Our FTP Client Reviews
Desktop FTP Client Summary
Mobile FTP Client Summary
PSFTP Review : Our Rating 7.5/10
NetDrive Review: Our Rating 8.5/10
Filezilla Review: Our Rating 9/10
AndFTP Review:Our Rating 7.8/10
ES File Manager Review: Our Rating 5/10
FTP Ready Review:Our Rating 5/10
FTP On The Go Review:Our Rating 8/10
CyberDuck Review: Our Rating 9/10
Classic FTP Review: Our Rating 8/10
WebDrive Review: Our Rating 9.5/10
Fling FTP Review: Our Rating 9/10
SmartFTP Review: Our Rating 7/10
MultCloud Review: Our Rating 10/10
Hosted~FTP~ Quota Messages and Definitions
FTP/FTPeS command line error codes and their meaning
Troubleshooting FTP in the command line and common errors.
No matching host key found
Storage Quota Notification: Remedial action
Troubleshooting FTP in the command line and common errors.
Troubleshooting “Can’t verify publisher”
Troubleshooting Drag and Drop
Drag and Drop Troubleshooting for Mac
Troubleshooting FTP/SFTP client connection problems
Troubleshooting slow upload speeds on Windows
No matching host key found
File not visible to admin
File uploaded successfully but not visible in account
Usernames – Guidelines and Restrictions
Download Center
Contact Sales & Support
Joining GoToMeeting by Browser
Joining GoToMeeting by Client