If you have forgotten your site address, don’t worry! One of the great things about SmartFile is that you can always navigate to app.smartfile.com to connect.
You can access your files using any browser from your smart-phone, tablet, laptop, and/or desktop. That’s right, you can use any device and your browser of choice to login to your SmartFile account, without losing any feature functionality or custom branding. SmartFile allows users to choose and use your preferred application to interact with and manage files.
You can also use your site address, Username, and Password to connect through an FTP application (like, FileZilla for example). The FTP application allows you to create custom scripts, upload unlimited files with no size restrictions, and queue an unlimited number of files.
Step 1 - Navigate (or connect to) https://app.smartfile.com
Step 2 - Login using your username and password
What users will run into is a web browser restriction, like Internet Explorer, FireFox, and Chrome. Each browser has different restrictions. When attempting to upload a large file (that’s a few gigabytes, for example), your web browser may time-out and then restrict the time it takes to upload big files. If and when this happens, do not panic. There is a work-around!
If you need to upload a huge file, use an FTP connection! Upload terabytes of data through any FTP client to by-pass any and all browser file-size restrictions. Once your file has uploaded, you can manage and share that file inside the SmartFile Web App. Remember that there are no transfer limits, so feel free to share your file(s) as often as you’d like.
Additionally, SmartFile works on a “soft quota” to ensure file uploads are always successful. Basically, you are allowed to exceed your account’s storage quota when uploading a file. Your file upload will complete no matter what the file size. It is important to note that if you exceed your allotted space, your account will be temporarily disabled until you delete files or upgrade your space quota.
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.
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.
Create links to share via email and/or copy the unique URL to share on social networking sites. This unique URL will work no matter where you share it! Remember that this unique URL can be used to download and upload files based on permission settings.
Easily access all past shares created by selecting the ‘Shares’ tab in the left side menu. Edit, manage, delete, reuse, and re-share past unique URLs you have created from this tab.
To see who has access to these shares, search your ‘Activity’ tab in the left side menu for ‘Path Read’. This will give you the name(s) and date(s) associated with anyone who is reading (downloading) your shares.
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.
This way your website can act as upload portal for your clients or employees, no account login necessary.
Any submitted form information will appear in the ‘Attributes’ section for that file. Easily view this information by selecting the file and then selecting ‘Info’ from the row dropdown menu on the far right.
Step 1 - Build your HTML form. Include whatever information you want to appear as an ‘Attribute’ for that file inside SmartFile. This might include Name, Email, and Notes. These attributes are searchable.
Step 2 - Login to your SmartFile account, select (highlight) the destination folder and choose ‘Share’ from the top navigation menu.
Step 3 - In the ‘Share’ dialog, click the ‘Advanced’ button. Select ‘Upload Only’ or ‘List, Upload and Download’ from the ‘Access’ dropdown. Click ‘Save’.
Step 4 - Copy the link URL, and click ‘Close’. Do not click ‘Delete’ or the link will not work.
Step 5 - Go back to your HTML form and insert the link URL you just copied, along with the page you want the user to be directed to after submitting the file, into the form action.
Example Code Note – Do NOT use ‘name’ as an input name…it will not work.
Read more about anonymous upload in the SmartFile blog.
<form action="https://[your-smartfile-generated-link]/?next=http://yourpage.com/thankyou.html" method="post" enctype="multipart/form-data"> Name: <input type="text" name="customer_name"/></br> Email: <input type="text" name="customer_email"/></br> Customer ID: <input type="text" name="customer_id"/></br> <input type="file" name="file"/></br> <input type="submit" value="Submit"/> </form>
This means you can restrict access per user (or group) to a set of folders and sub-folders based on a variety of criteria.
Setting a user’s ‘Home Directory’ will restrict them to only that folder and any sub-folders. They will never have access to any parent folders and files.
Modifying a user’s access adds another layer of customization to their ‘Home Directory’. Restrict certain files or sub-folders within the user’s ‘Home Directory’, and then modify their access by checking specific folders.
Locking down files and folders is simple with SmartFile. You can add, remove, or modify user access and permissions for a specific file or folder.
Quick Instructions (New User):
Step 1 - Create a new user by clicking ‘New User’ in the top navigation menu.
Step 2 - Fill out the information and click ‘Next Step’. Change the ‘Home Directory’ to lock down the user to only that folder and any sub-folders inside it. Change the user type depending on their needs. Modify any permissions by selecting and unselecting the rights provided. These can be changed at any time.
Step 3 - Click ‘Create User’ to finish. When that user logs in to their account, they will only have assigned access and permissions.
Quick Instructions (User Access):
Step 1 - Select the user you want to modify and click ‘Access’ in the top navigation menu.
Step 2 - Choose the files and folders that you want to restrict or allow access to by checking or unchecking the check-mark next to it. Once checked, highlight the file or folder and scroll to the bottom to view specific permissions for the selection. Repeat this process for as needed. When you are finished, click ‘Save’.
Quick Instructions (File/Folder Access):
Step 1 - Select the file or folder you want to modify and select ‘Access’ in the top navigation menu.
Step 2 - Click the ‘Add Users’ button in the bottom menu. These users will be given or denied access, based on your specifications. Once added, the users will appear in your dropdown menu.
Step 3 - By default, new users have NO ACCESS to any files or folders. To grant access, select a user and fill out permissions using the checkboxes from the ‘Access’ menu. Remember to click ‘Save’ when you are done!
We call it mapping. This means that you are essentially plugging your Dropbox files into your SmartFile account. The files in your Dropbox folder will not count against your storage quota.
You can grant other users access to your Dropbox folder once it is inside SmartFile. This allows multiple users to interact with your files (which is something that Dropbox cannot do).
You can also FTP in and out of your Dropbox account through SmartFile.
Send files from your Dropbox through SmartFile with your company brand. This means that your clients will see your logo and not the Dropbox logo.
Step 1 - Create a new folder by clicking ‘Add Folder’ in the top navigation menu. Name your folder and click ‘Create’.
Step 2 - Once created, find the folder and highlight it by clicking anywhere in the row or using the checkbox. Then click the ‘Map’ button in the top navigation menu and click ‘Map’.
Step 3 - Connect your Dropbox account by verifying your credentials and allowing SmartFile to connect. You must allow the connection for this to work correctly.
Step 4 - Locate this folder inside SmartFile and easily manage your Dropbox files from inside SmartFile.
Established in 2009, SmartFile is a proven company comprised of a team of tech-savy professionals located in Indianapolis, Indiana. Our products are all built using the SmartFile API, (we eat our own dogfood).