Articles and FAQs/Getting started

Quick Start User Guide

CJ Gill
posted this on May 13, 2009, 12:53 PM

LeapFILE service can be used in 2 ways: Using the Desktop Client or the Web Application. The desktop client and Outlook plug-in is included with every subscription.

Desktop Client & Outlook Plug-in: LeapFILE Desktop client is a very powerful and reliable application for transferring large files. In order to use Outlook, Thunderbird or GroupWise add-ons, desktop client must be installed on the computer. The Outlook/MS Office plug-in will be installed automatically once the desktop client is installed. As of now, the installer is available for Windows based computers only.

  • Login to your account to download the latest installer.
  • Follow the Desktop Client Installation Guide here

For more information, follow the articles below:-

Web Application: Web Application has a very easy to use and feature rich interface. It can be used via browser on any platform (Windows, Mac or Linux). No additional software is required.

Logging In: If you are a new user to the account, you will receive an automated email message from LeapFILE indicating your initial account password as well a link to the secure file exchange website where you log in. If you are a returning or existing user, just login into the LeapFILE site directly.

  1. Go to your company's secure file exchange site, which is typically, http://(companyname).leapfile.com. Alternatively, you can also go to www.leapfile.com and click on "Account Login"
  2. Click on Employee Login at the bottom of the page if you are logging in through your company's secure file exchange site or click on "Account Login" on the top right of the page if you are logging in through the LeapFILE website
  3. Enter your full email address and password. You will be taken to the "Start" page of your account.


Sending File(s) 

  1. Once you are logged in to your account, click on either the Transfers link in the menu bar across the top of the page, or click on Send files in the body of the "Start" page.
  2. Fill out the necessary info in the input boxes:
  3. On the "Send Files" page, enter the email addresses of the intended recipient(s) of your file(s) to be transferred.
  4. Enter a subject title in the "Subject" line as you would in any email application.
  5. You can type in a message under the "Subject" line if desired.
  6. If you would like an additional security measure, you can designate a receiver authentication question by choosing Enable security question and selecting an appropriate question and answer.
  7. Select whether you would like to automatically send the recipient(s) an email with download instructions, or if you would like to do that manually.
  8. The automatic expiration date of your transfer is set to 7 days by default. LeapFILE admin can change this setting under account setup "Define file delivery options".
  9. If you want to upload file(s) individually, click on Add File(s) near the bottom of the page.
  10. After you have uploaded all your file(s) for transfer, click Upload & Send Now to send the files, or Upload & Review Draft to get a detailed view of your transfer before you send it.
  11. If you would like to add multiple files or folders, click on Add File(s) & Folder(s). With this option, you can click Add and select multiple files and/or folders in the pop-up window, or you can simply drag and drop the selected file(s) and/or folder(s) into the file list. To remove any files you do not want to transfer from the list, either select each one individually and click Remove, or click Remove All.
  12. If you do not want to send the file(s) at this point, you can choose to "Save as Draft" for transferring the file at a later time.
  13. After you send the files, you will receive a "Transfer Confirmation" email.
  14. Your recipients will then receive an email notification that a file is being transferred to them. All they need to do is to follow the instructions in the email to download the file.

Canceling a Transfer 

  1. If you have sent out a file transfer that you want to cancel, you can do so by:
  2. Going to the Transfers section in your account.
  3. Click on Outgoing Transfers.
  4. Find the transfer that you want to cancel and click on details next to it.
  5. Click Cancel Delivery.
  6. The transfer will be canceled for all recipients who have not yet downloaded the file(s). The files that have already been downloaded by recipients cannot be recalled.

Receive Files from Clients

 Ask the client to visit your LeapFILE webpage. For example - http://www.leapfile.com

  1. Click 'Upload Files" and type your email as the recipient email address.
  2. Sender will type in his details and upload files to you.
  3. You will receive email notification about incoming files. You can also check incoming files under your LeapFILE account -> Transfers-> Incoming Transfers.
  4. You can download, forward, delete or copy them to repository or portal as well.

Adding Contacts

  1. Go to the Transfers page after you login to your account.
  2. Click on Contacts in the menu bar near the top of the page.
  3. Click on the Add Contact button
  4. Enter the new contact info
  5. Click Save or Save & Add Another Contact or Cancel

Repository: Repositories are essentially a file storage space for your internal users that have been granted access by the account administrator. Unlike sending a file, files shared through a repository do not expire. Each user will only see the repositories they have permission to access

Adding a Repository

  • Login to your account.
  • Click on Repositories on the menu bar near the top of the screen.
  • Click on Add Repository to create a new repository.
  • Enter the Name and Description of the repository.
  • Click Save or Save & Add Another Contact or Cancel

Deleting a Repository

  • Locate the repository you would like to delete in your Repository page.
  • Click the Delete option below the repository that you would like to delete.
  • You will receive a pop-up window asking for confirmation of the delete. Press OK to accept or Cancel.
  • Deleting a repository will delete all the files and contents within that repository.

Changing the Name and/or Description of a Repository

  • Locate the repository you would like to view in your Repository page.
  • Click Edit below the repository that you would like to change.
  • Enter the desired name and/or description of the repository and click Save.

Viewing Contents in a Repository

  • Locate the repository you would like to view in your Repository page.
  • Click on the icon next to the repository you would like to view, or alternatively, click on the File Explorer option below the repository that you would like to view.
  • Click on a particular file within the repository to view the details of the file. To open the file, however, you will need to download it by clicking the Download button.

Adding, Removing, or Changing User Access to a Repository

  • Locate the repository you would like to view in your Repository page.
  • Click User Access below the repository that you would like to view.
  • To grant/revoke Write or Admin access for users already added to the repository, or to remove a user, select the users by checking the boxes next to the names, and click on either the Grant/Revoke Write, Grant/Revoke Admin, or Remove buttons respectively.
  • To add a user, click on the Add Users button.
  • Find the user to be added by click on the letter corresponding to the user's last name, or click All to view all the contacts in your "Contact" list.
  • Select the users you would like to add to the repository by checking the boxes, and then click on the Add button.

Adding Folders to a Repository

  • Locate the repository you would like to view in your Repository page.
  • Click on the icon next to the repository you would like to view, or alternatively, click on the File Explorer option below the repository that you would like to view.
  • Click Add Folder to create a new folder within the repository.
  • Enter the name and description of the new folder.
  • If you do not want the users who have access to this repository to have the ability to add or delete files (only access to download the files), then click on the box that says "Don't allow other users to add or remove files".
  • Click Save or Save & Add Another or Cancel

Adding Files to a Repository

  • Locate the repository you would like to view in your Repository page.
  • Click on the icon next to the repository you would like to view, or alternatively, click on the File Explorer option below the repository that you would like to view.
  • Click Add Files to add file(s) individually.
  • Click on Browse to locate the files that you want to upload to the repository from your computer's hard drive.
  • After you have selected the file(s) you would like to upload to the repository, click on Upload to add the files.
  • If you would like to add multiple files to the repository, click on Add File++. With this option, you can click Add and select multiple files and/or folders in the pop-up window, or you can simply drag and drop the selected file(s) and/or folder(s) into the file list. To remove any files you do not want to transfer from the list, either select each one individually and click Remove, or click Remove All.
  • Click Upload to add the selected files to the repository.

Delete File(s)/Folder(s) in a Repository

  • Locate the repository you would like to view in your Repository page.
  • Click on the icon next to the repository you would like to view, or alternatively, click on the File Explorer option below the repository that you would like to view.
  • Check the boxes next to the files you would like to delete.
  • Click on the Delete button to delete the files selected.
  • You will receive a pop-up window asking for confirmation of the delete. Press OK to accept or Cancel. 

Sending Files from a Repository

  • To send a file(s) from a repository, select the file(s) within the repository that you would like to send and click on the Send button.
  • Then, fill out the information and follow the instructions as if you were sending a file(s) from the "Transfers" page. Please refer to the "Sending File(s)" instructions above for more detailed instructions.

Portal: A portal is a file storage space for your external guests that have been granted access by the account administrator. Portals are essentially the same as repositories except that portals are for external guests and repositories are for internal users. Unlike sending a file, files shared through a portal do not expire. Portals are accessible to guests via your file exchange site at is http://(companyname).leapfile.com. Each guest will only see the portals they have permission to access.
The instructions on how to use the portals are basically the same as those for repositories, so please refer to the instructions there.
*Please note that the term users is defined typically as people who use LeapFILE within your company, whereas guests are typically your customers, vendors, and partners.


Adding a Guest to the Portal Contact List

  • Login to your account.
  • Click on Portals on the menu bar near the top of the screen.
  • Click on Guest Accounts to add a new guest to the contact list for the portals.
  • Click the Add Guest Account button.
  • Enter your guest's information.
  • Click Save or Save & Add Another Contact or Cancel
  • Adding a guest does not give that particular guest access to any of the portals. You must explicitly grant your guests access to a particular portal.


Granting Guest Access to a Portal

  • Locate the portal you would like to view in your Portals page.
  • Click on Guest Access below the portal you would like to grant access to.
  • Click on Add Existing Guest Account to select from your current guest contact list, or click on Add New Guest Account to add a new guest to the contact list as well as access to that portal.


Deleting, Activating, or Deactivating a Guest

  • Login to your account.
  • Click on Portals on the menu bar near the top of the screen.
  • Click on Guest Accounts.
  • Check the boxes next to the names of the guests you would like to delete, activate, or deactivate.
  • Click on Delete, Activate, or Deactivate. If you are deleting a guest, a pop-up window will appear to confirm your request. Press OK to accept.


Changing Your User Password 

  1. Login to your account.
  2. Click on Account on the menu bar near the top of the page.
  3. Click on Change Password.
  4. Enter your current password.
  5. Enter your new password and confirm it by entering it again in the box below it.
  6. Click Save.

 

 

 

Comments

User photo
CJ Gill
LeapFILE Inc

Please let us know if you find any errors in the guide or have any suggestions.

January 13, 2010, 8:34 AM