Quick Start Guide

Quick Instructions:

Step 1 - Click this link and login.

Step 2 - Change your company name, upload your logo, upload your mobile icon, and choose your 3 brand colors.

Step 3 - Click the 'Login' tab and upload a new login background image (or choose an existing image).

Step 4 - Click the 'Contact' tab and update your contact information for your site.

Step 5 (optional) - Click the 'Domain' tab and setup a custom subdomain.

Step 6 (optional) - Click the 'CSS' tab and add custom CSS to modify the existing theme.

Click here for examples of branded login pages and the benefits of branding.

Quick Instructions (Web Browser):

Step 1 - Click the 'Upload Files' Button in your top button menu.

Step 2 - Drag and drop your file into the target area or click the 'Add Files' button. Hold down shift or control to select and upload multiple files.

Step 3 - Once in the files are queued, click 'Start Upload'. Your upload will not start until this button is clicked.

Read more and see screenshots in the official SmartFile help section.

Quick Instructions (FTP Client):

Step 1 - Connect to SmartFile at https://app.smartfile.com using your normal credentials.

Step 2 - Drag and drop (or browse) your files into the SmartFile folder. The file will appear in the specified folder after upload.

Read more and see screenshots in the official SmartFile help section.

Quick Instructions:

Step 1 - To share a file or folder, highlight (or select) it by clicking anywhere in the row and then choose 'Share' from the top navigation menu. You can also click the checkbox next then choose 'Share' from the top navigation menu.

Step 2 - Once inside the 'Share' dialog, you have two options. You can copy the link URL created or email the link URL to a specified email address. The recipient(s) will be prompted to download the file (or files inside the folder) from the link inside email message.

Step 3 - (Optional) SmartFile offers a few 'Advanced' sharing options. Click the 'Advanced' button, select your choices, and press 'Save'. Advanced options include allowing upload to the link URL and setting an expiration date for the link.

Note - You can share the entire contents of the folder that you are currently browsing by select 'Share' from the top navigation menu without any file selected.

Read more and see screenshots in the official SmartFile help section.

Quick Instructions:

Step 1 - Click the Users tab on the far left side menu.

Step 2 - Click the 'New User' button and fill out all the required fields. If notify user is not checked you must provide a password. Click 'Next'.

Step 3 - Select the Home Directory for the user, or the folder you want to restrict user access to. The user will see this folder when they log in and not be able to see any parent folders.

Step 4 - Select the Role of the user, Admin gets access to everything, Manager can create users, and Users can view, download, and send files.

Step 5 - Select Permissions for the user depending on what you want to allow them to do (Upload, Download, Delete, View Files). Click 'Create User'.

Quick Instructions:

Step 1 - Click the dropdown arrow on the far right side of the file (or folder) row. Click 'Watch'.

Step 2 - Check what you would like to be notified about (uploads, downloads, deletes, all of the above).

Step 3 - Check whether you want to watch subfolders or not for recursive notifications.

Step 4 - Select the user you want to be notified and how often you want the batch emails to be sent. Click 'Save'.

Note - SmartFile sends email notifications in batches so you don't receive hundreds of separate emails everyday, that could get annoying.

Read more and see screenshots in the official SmartFile help section.