Ga7 6 1 Webclient Guide
Ga7 6 1 Webclient Guide
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202409041222
Table of Contents
Quick Download From Files 44
Welcome 5
Search Folders 44
Technical Requirements for the
Web Client 8 Search Results 46
Inbox 74
View Message 75
Compose 76
Mail Download 81
Request Files 82
File Request 83
Drafts 84
Templates 85
Outbox 89
Sent Items 90
Forms 94
Completing a Form as a
Registered User 94
Completing a Form as an
Anonymous User 96
Form Drafts 98
Submitted Forms 99
The file transfer modules provided within the Web Client are named Files, GoDrive,
Mail, and Forms, which are described below.
Files Feature
The Files feature provides browser access to authorized files and folders on the server.
Files can be transferred quickly between the desktop and server over HTTPS protocol.
Since files are stored on a standard file system, they can be directly accessed by
backend applications and programs. Files provide the following features for users:
l Access files and folders on the server through an intuitive browser interface.
l Drag-and-drop one or more files and folders to the side menu to move, copy to
GoDrive, or send as Mail attachments.
l Drag-and-drop files and folders from the desktop to the server to upload them
(when dragging a folder on to the page, the folder's directory structure will be
flattened).
l Use the optional Java Applet to transfer files and folders through a split-page
interface. Includes progress monitors and the ability to resume any failed
transfers.
l Send download-only links through the optional Mail module.
l Copy files from Web Client Files to GoDrive.
GoDrive Features
GoDrive is a secure file system that provides Enterprise File Synchronization and
Sharing (EFSS) services for authorized users. With GoDrive, files and folders can be
easily shared between users with advanced collaboration features including file
revision tracking, commenting, trash bin, media viewing, and more. GoDrive
applications available on Windows, Mac, Android, and iOS can be used to synchronize
files locally to the devices. GoDrive provides the following features for users:
Mail Features
Mail allows authorized users to send messages and files as secure "Packages" on an
ad-hoc basis. Recipients will get an email with a unique link to each package, allowing
them to download the message and files through a secure HTTPS connection. This is a
great alternative to regular email since there are no file size or file type restrictions. Mail
provides the following features for users:
Form Features
Forms allow users to enter information and upload files through custom screens which
are designed by GoAnywhere Administrators. After the information is completed by the
user, the form can be submitted for processing in GoAnywhere. Forms allows users to:
NOTE:
The Java Runtime Environment is also referred to as the Java Virtual Machine or
simply Java. If the correct version of Java is not installed on your computer,
GoAnywhere will prompt you to install the latest version of Java.
Login Options
User Name
The user name of the account.
Password
The corresponding password for the user account.
Forgot Password?
If enabled, a link is provided to request a password reset. Click the Forgot
Password? link to proceed with the reset process.
Not Registered?
If enabled, a link is provided to create a new account. Click the Create Account
link to begin the self-registration process.
NOTE:
The login page only appears if password authentication is required. If your
account is configured for certificate authentication, you will go directly to
the dashboard (if the certificate is valid).
If enabled, you will need to provide your passcode when you click Login. Enter
the passcode and then click Submit.
If this is the first time using your RSA Secure ID, you may need to specify a
new PIN, and then verify it.
After verifying your new PIN, you will need to wait for the RSA SecurID token
code to change. Specify the new passcode and then click Submit to log in to the
Web Client.
If enabled, the system will check your user profile for an email or mobile number
at login. If an email address or mobile number exists, the two options will be
pre-populated. Otherwise, either may be entered manually. Once you have
chosen an option, click Send Verification Code. Enter the verification code
sent to you and then click Submit. If you did not receive a verification code, click
Click here to resend the verification code.
If this is the first time using an authenticator app, register the app by scanning
the QR code.
Enter the code generated by the authenticator app to verify your identity.
Password Assistance
To reset your password, click the Forgot Password? link from the Login page. Then
complete the requested information and click Submit.
NOTE:
Capitalization is not required when typing the characters from the image. If you
cannot distinguish the letters and numbers in the image, click the Try a different
image link.
An email with a password reset link will be sent to the email address registered to the
user account. Click the link and verify your user name, then create a new password.
Self-Registration
If you are not already registered, follow the steps below to create a new user account.
Click the Create Account link on the Web Client login page. Specify your email
address and the characters shown in the image. Click Next to continue.
NOTE:
Capitalization is not required when typing the characters from the image. If
you cannot distinguish the letters and numbers in the image, click the Try a
different image link.
An email will be sent to you with the verification code. Copy and paste the code
into the field and then click Next to continue.
SHA1 Fingerprint
If your organization uses RSA SecurID, you will need to provide your
RSA SecurID passcode in the Password field when you register. Enter the
passcode and then click Submit.
If this is the first time using your RSA Secure ID, you may need to specify a
new PIN, and then verify it.
After verifying your new PIN, you will need to wait for the RSA SecurID token
code to change. Specify the new passcode and then click Submit to log in to
the Web Client.
To access the User menu, click on the initial in the upper right-hand corner of the web
client window.
Change Password
If enabled, the Change Password page allows you to update your password for your
account. To change your password, click the user initial icon located in the upper right-
hand corner of the web client screen. The user menu will appear. Click Change
Password. Type your current password and a new password, and then click the
Change Password button.
Update Profile
If enabled, the Update Profile page allows you to change your name, organization, and
phone number. After logging in, open the Update Profile page by clicking the user initial
icon located in the upper right-hand corner of the web client screen. The user menu will
appear. Click Update Profile. Change the information as needed and then click the
Save button.
Preferences
The Preferences page allows you to specify the default page that is displayed when you
log in to GoAnywhere, the default action to take when uploading files to mail, a default
password for mail packages, as well as the default page that is displayed when you
access mail.
To modify your preferences, click the user initial icon located in the upper right-hand
corner of the screen. The user menu will appear. Click Preferences. Change the
information as needed and then click the Save button.
NOTE:
If Folder options are not visible, then you may not have the necessary
permissions. Contact your administrator for assistance.
NOTE:
By default, the most recent records will be shown first.
Date Range
The Date Range allows you to limit the scope of your search based on date and time.
Protocol
Select the protocol from the drop-down list to view audit activity for. Allowable options
are GoDrive, FTP, FTPS, SFTP, HTTPS, and AS2.
Status
There are three status types you can use to filter the report:
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.
On the Invite Users page, type the email addresses of the individuals you would like to
invite. Separate multiple email addresses with commas. When complete, click the Send
Invitation button.
Complete Registration
Each recipient will receive an invitation email. After they click the link to
register, they will finish the registration process online.
NOTE:
New user accounts may need to be approved by an administrator before they use
GoAnywhere.
Address Book
Email contacts and groups are managed using the Address Book. While composing a
message, the address book can be accessed by clicking the button.
You can also access the Address Book by clicking the user initial icon located in the
upper right-hand corner of the web client screen. The user menu will appear. Click
Address Book.
Page Toolbar
l Click the Create Contact button to add a new contact to a Personal Address
Book.
l Click the Create Group button to add a new distribution list to a Personal
Address Book.
l Navigate between Personal and Shared Address Books using the Address Book
drop-down menu.
NOTE:
The Create Contact and Create Group options are only available if Personal
Address Books are enabled for the Web User.
Recently Used
All recipients of email messages are automatically saved to the Recently Used
tab.
Actions
The following actions are available by selecting the Actions icon next to a
contact in a Personal Address Book:
Contacts
The Contacts tab displays your saved contacts. Use the Search field to locate a
specific contact.
Actions
The following actions are available by selecting the Actions icon next to a
contact in a Personal Address Book:
Groups
Actions
The following actions are available by selecting the Actions icon next to a
group in a Personal Address Book:
The following actions are available when one or more items are selected from the table:
Side Menu
Quick Links
Forms
View all audit activity for your user account including logins, logouts,
file uploads and downloads.
Activity
Report
My Profile
Having an issue? Consult this help system to get the answers you
need.
Language
NOTE:
If one or more of these components do not appear on your dashboard, then you may
not have permissions to those components. Contact your administrator for
assistance.
Two different interfaces are provided for Web Client Files: A Standard HTML5 interface
and a Java Applet interface.
Standard Interface
The standard interface provides options to quickly access and exchange files between
your computer and the Files feature on the server using a HTML interface. You can
upload files by dragging and dropping them from your local desktop directly on to the
Files page. You can also drag-and-drop one or more files and folders to the side menu
to move, copy to GoDrive, or send as Mail attachments. Please note that some options
may not be available based on your permissions.
Page Toolbar
l Upload files by clicking the Upload button. Click the Down Arrow button to
specify the action to take if a file with the same name already exists. The default
action to take when a file already exists can be specified on the Preferences
page. View the upload results by selecting the Show Details link that appears at
the bottom of the page.
l Move up a folder by clicking the name of the folder in the directory path.
l Return to your home directory by clicking the Home in the directory path.
l Create a new folder (under the current folder) by clicking the New Folder icon
in the toolbar. Type the name for the new folder in the dialog box and click the
Create button.
l Refresh the current folder by clicking the Refresh icon in the toolbar.
l Share the current folder with another user by clicking the Share icon. The
Share Folder page appears.
l Access the Applet for transferring files through a split-page interface by clicking
the Applet button.
NOTE:
If the upload actions do not appear, then you may not have the necessary
permissions. Contact your administrator for assistance.
The following actions are available by right-clicking on a file or selecting the Actions
icon next to a file:
l Rename a file. Type the new name in the dialog box and click the Rename
button.
l Delete a file. You can optionally delete one or more files by selecting the file
checkboxes and clicking the Delete button.
l Share a file with another user. The Share File page appears.
l Send a file in a new mail message.
l Copy the file to GoDrive. When this option is selected, you will be provided the
option to select a target folder in GoDrive where the file will be copied to.
Footer Actions
The following actions are available when one or more items are selected from the table:
NOTE:
Deleting a folder also deletes all files and sub-folders within the folder.
Upload To Files
You can upload files from your local computer to the server using the Upload to Folder
page. Files and folders can be dragged and dropped from your desktop directly on to
this page.
NOTE:
When dragging a folder on to the Upload to Folder page, the folder's directory
structure will be flattened.
To use the Upload To Folder screen to upload files to the Files feature:
1. In the Upload to Folder page, click the Upload button's Down Arrow
2. Indicate the action to take if a file with the same name already exists in the folder
to which you are uploading.
l Rename - automatically renames the uploaded file by appending a
sequential number to the file name so both files are maintained.
l Overwrite - replaces the existing file with the one being uploaded.
l Skip - does not upload the duplicate file. If more files remain, the upload
process proceeds to the next file in the list.
l Error - will stop the upload, but will continue to process the remaining files.
NOTE:
If the upload actions do not appear, then you may not have the
necessary permissions. Contact your administrator for assistance.
4. To cancel an upload, click the icon, or click Cancel All to cancel all uploads.
Applet
The Applet provides the ability to transfer multiple files quickly between the workstation
and server using a split-page interface, with support for monitoring file transfer progress
and the ability to resume any failed transfers.
The My Computer panel (on the left side of the page) displays the local files and folders
on your workstation. The Secure Folders panel (on the right side) displays files and
folders located on the server you are connected to. The Transfers panel (on the bottom)
lists the files queued for transfer, the files that were transferred successfully and any
transfers that failed.
The width of any column on the page can be changed by dragging a column left or right.
Columns can moved by dragging the column headings to a new location. You can also
sort columns or change the sort order by clicking the column headings.
My Computer Actions
l Select a recently opened folder from the drop-down list located at the top of the
My Computer panel.
l Browse to a folder on the local computer by clicking the Browse icon. A
window opens where a new location can be selected.
Folder Actions
l Download a file or folder by dragging and dropping it in the desired location from
the Remote Server panel to the My Computer panel. Alternately, right-click the
file name in the Remote Server panel and then click Download. The file
downloads to the open or current folder on the My Computer panel. Select
multiple files or folders to download by clicking while holding the Shift or Ctrl
keys.
l Download a Specific File by right-clicking inside an empty folder. If available
from the drop-down list, click Download a Specific File. This option allows you
to download a file if you know the file name and location, but based on the
permissions for your account are unable to view the file in a folder.
l Delete a file or folder by right-clicking it and then clicking Delete. Select multiple
files or folders by clicking while holding the Shift or Ctrl keys. Optionally you can
press the Delete key.
l Rename a file or folder by right-clicking it and clicking Rename. Type a new
name in the box and click OK.
l Share a file or folder by right-clicking it and clicking Share With.
l Send a file or folder in a mail message by right-clicking it and then clicking Send
To. The files appear attached to a mail message.
l Open a file or folder by right-clicking it and then clicking Open.
l Create a new folder by right-clicking the panel and then clicking New Folder.
l Select All the files and folders by right-clicking in the panel and then clicking
Select All.
l Refresh the file list by right-clicking in the panel and then clicking Refresh.
l Access the actions menu by clicking the Action icon in the toolbar.
l Share a Current Folder With another user. Selecting this option will
open the Share Folder page.
l Select All the files and folders in the current directory.
l Refresh the current directory.
Keyboard Shortcuts
Transfers Actions
Real-time file activity is displayed and sorted on the tabs in the Transfers section. Click
a tab to view Active/Queued files and Successful or Failed transfers. The columns on
each tab of the Transfers section can be resized or repositioned. Right-click any files on
the tabs for additional options.
When transferring files, if one or more of the files already exist in the destination, you will
be asked how to handle the existing file(s). Selecting the checkbox will remember your
choice for any remaining files during this session.
l Overwrite - Files or folders with the same name will overwrite any existing files.
l Resume - Incomplete files will be appended with the remaining bytes.
l Skip - If a file or folder of the same name exists, the transfer for that file or folder
is skipped.
https://[yourDomain]:[portNumber]/webclient/download/[folder]/[fileName]
EXAMPLE:
https://10.1.2.48:9443/webclient/download/outgoing/corporate_overview.pdf
You will be prompted to log in to the Web Client after specifying the URL to the file to
download. Once logged in, the download will begin immediately.
Search Folders
The Search Folders page displays the files and folders that were found for the search
criteria specified from the Folders page. This page also allows you to refine the results
based on the last modified date, the file size, and additional search parameters.
Location
Displays the folder location where the search is executed.
Name
The whole word, partial word, or phrase that was used as search criteria from the
Folders page. Specify new criteria to perform another search.
Last Modified
Narrow the results of the search based on the file or folder's last modified date.
File Size
Narrow the results of the search based on the file size.
Include Subfolders
Expand the scope of the search to include all subfolders.
Number of Rows
Limits the number of rows that are displayed in the search results.
Search Results
You can perform the following actions on files and folders from the search results:
File Actions
l Rename a file. Type the new name in the dialog box and click the Rename
button.
l Delete the selected file.
l Share With allows you to share a file with another user.
l Send To allows you send a file using a mail message.
l Copy a file to GoDrive.
Folder Actions
Share File
If file sharing is enabled by the administrator, the Share File page allows you to share a
file on the server with other users. Specify the recipient(s) email address, subject and
message, and then click the Share button. The recipient(s) will receive an email
notification with a link to access the file. If a recipient is not registered, they will be
prompted to create an account before they can access the file.
To
The email address of the recipient(s). The email address can be the standard email
address or it may also include the name of the recipient, for example: Andrew Thomas
<[email protected]>. Separate multiple email addresses with commas. Click the
button to select email recipients or groups from the address book.
Subject
The subject of the email to send to the recipient(s). The maximum length of the subject
line is 255 characters.
Message
The message that will be shown to the recipient(s) when they receive the notification.
The message is optional.
File
The path of the shared file relative to your home directory.
Share As
The file name that appears to the recipient(s).
Permissions
As the owner of the shared file, you can set permissions to limit what actions your
recipient(s) can do with the file.
NOTE:
You can remove access and modify permissions to a shared file through the Shared
Files page.
Share Folder
If folder sharing is enabled by the administrator, the Share Folder page allows you to
share a folder on the server with other users. Specify the recipient(s) email address,
subject and message, and then click the Share button. The recipient(s) will receive an
email notification with a link to access the folder. If a recipient is not registered, they will
be prompted to create an account before they can access the folder.
NOTE:
Sharing a folder does not give recipients permission to share the contents of that
folder.
To
The email address of the recipient(s). The email address can be the standard email
address or it may also include the name of the recipient, for example: Andrew Thomas
<[email protected]>. Separate multiple email addresses with commas. Click the
button to select email recipient(s) or groups from the address book.
Subject
The subject of the email to send to the recipient(s). The maximum length of the subject
line is 255 characters.
Message
The message that will be shown to the recipient(s) when they receive the notification.
The message is optional.
Folder
The path of the shared folder relative to your home directory.
Share As
The folder name that appears to the recipient(s).
Permissions
As the owner of the shared folder, you can set permissions to limit what actions your
recipient(s) can do with the folder and subfolders. Folder permissions are inherited. If
you give your recipient(s) complete permissions to a folder and subfolder, along with the
Share permission, your recipient(s) will be able to share folders and set folder
permissions for others.
NOTE:
You can remove access and modify permissions to a shared folder through the
Shared Files page.
Shared Files
The Shared Files page allows you to manage files and folders shared with you or other
users. The number of users with access to the item is shown. You can accept or decline
items shared with you, manage a user's access permissions, or remove access to items
you have shared with others.
To access the Shared Files page, log in to the Web client, select Files from the main
menu bar, and then select the Shared Files link from the Workspace.
Use the following instructions to Accept or Deny a file that was shared with you
by another user.
2. Choose Accept or Deny. Files and folders that you accept will appear in
the root folder of your Files workspace.
Use the following instructions to remove your access from a file or folder
shared with you.
2. Choose Remove My Access. The file will no longer be shared with you.
When you share an item with other recipients, you will specify the permissions
to grant to those user(s). The permissions control what actions the user(s) can
perform on the item. For instance, a user may only be granted permission to
View or Download a file without the ability to change it.
3. Click the Action icon next to the user who has access to the file.
5. Select the Permissions the user will have on the file or folder.
Use the following instructions to remove a user's access to a file or folder you
shared.
3. Click the Action icon next to the user who has access to the file.
4. Choose Remove Access. The item will no longer be shared with the
user.
Use the following instructions to invite more users to the shared item.
3. Click the Invite Users button. The Share File or Folder Screen
appears.
You can upload files by dragging and dropping them from your local desktop directly on
to the GoDrive page. Once a file is uploaded to the service, GoDrive keeps track of each
file revision, allowing you to restore a prior version of a file. You can temporarily lock
your shared files to prevent users from making changes or deleting them. Comments
can be added to files and folders to communicate to others or leave reminders for
yourself. Files and folders that are deleted can be restored from the trash bin.
The GoDrive Menu option is available if your account is authorized to use this feature.
From the GoDrive toolbar you can upload files, manage folders, use the media viewer to
view image files and documents, view thumbnail previews of images, or search for files
and folders.
Navigating GoDrive
GoDrive
Displays the GoDrive directory structure. You can select a folder to display its contents,
or move a file or folder by dragging it from GoDrive and dropping it over a folder in the
GoDrive Menu.
Trash Bin
Click the link to view the contents of the Trash Bin.
Shared Docs
Click the link to view files and folders that are shared with other users. The link will
display the number of files or folders that have been shared with you and are waiting for
your acceptance.
Disk Usage
This area displays the amount of disk space you are using with GoDrive. Disk usage
includes all files and folders in your Workspace, files shared to you by others, and files
located in the trash bin. Only the current revision of a file is included in your disk usage.
GoDrive
Page Toolbar
l Upload files to GoDrive by clicking the Upload button, which launches your
system's file chooser. You can also upload files by dragging and dropping them
directly on to the GoDrive page.
l Create a New Folder (under the existing folder). Type the name of the new
folder and then click Create.
l Refresh the GoDrive page in your internet browser.
l Open the GoDrive Media Viewer to view popular media file types.
Bread Crumbs
GoDrive Actions
The following actions are available by right-clicking or selecting the Actions icon on
files:
l Share allows you to share a file using Mail, GoDrive, or a Public Link.
l Delete the selected file.
l Rename a file. Type the new name in the dialog box and click the Rename
button.
l Lock other users from making changes or deleting shared files.
l Unlock files to allow other users to make changes or delete shared files.
l Copy to Files allows you to copy the file to a folder in Files.
l Comments allows you to add a comment to a file.
l Revisions allows you to restore files to a previously saved version.
l Remove my Access allows you to remove your access from a file shared with
you.
l Manage Access to the shared file.
l Email Notifications allows you to select which events will trigger an email
notification to be sent to you.
l Properties allows you to view attributes of the file.
The following actions are available by right-clicking or selecting the Actions icon on
folders:
Footer Actions
The following actions are available when one or more items are selected from the table:
Copy to Files
GoDrive allows you to copy files from GoDrive to Files.
Page Toolbar
The following actions are available on the Select Target Folder window:
l Navigate directories using the bread crumbs at the top of the page.
l Return to your home directory by clicking Home in the file path.
l Refresh the current folder by clicking the Refresh icon in the toolbar.
l Select the action to take when a file exists in the folder.
Media Viewer
The GoDrive Media Viewer allows you to view, manage, and share media files.
Download
Download the current file to your local computer by clicking the Download button.
Delete
Delete the current file to the Trash Bin by clicking Delete under the dropdown menu.
Send To
Send a mail message by clicking the Send To under the dropdown menu.
Share With
Share a file with another user by clicking Share With under the dropdown menu. The
Share File page appears.
Comments
Clicking the icon displays comments you or others have added to the file. Click in the
Write a Comment field to add a new comment.
Exit
Click the icon to close the Media Viewer and return to GoDrive.
Revisions
GoDrive saves a file snapshot every time a new version of a file is uploaded or saved
from the Web Client or desktop sync client. Previous file revisions can be restored.
1. Select a file from GoDrive and then click the Action icon.
3. Select a previous revision from the list. The selected revision becomes the most
current, and will be given a new revision number.
Shared Docs
The Shared Documents page allows you to manage files and folders shared with you or
other users. The number of users with access to the item is shown, as well as the
number of active links. You can accept or decline items shared with you, manage a
Web User's sharing role, or remove access to items you have shared with others. You
can also manage the email notifications you receive when specified events are
triggered.
To access the Shared Docs page, log in to the Web client, select GoDrive from the
main menu bar, and then select the Shared Docs link from the Workspace.
Use the following instructions to Accept or Deny a file that was shared with you
by another user.
2. Choose Accept or Deny. Files and folders that you accept will appear in
the root folder of your GoDrive workspace.
Use the following instructions to remove your access from a file or folder
shared with you.
2. Choose Remove My Access. The file will no longer be shared with you.
Use the following instructions to remove your access from a file or folder you
shared to other users. At lease one user must have the Owner permission for
you to remove your access to the file or folder you shared.
When you share an item with other recipients, you will specify the Role to grant
to those user(s). The Role controls what actions the user(s) can perform on the
item. For instance, a user may only be granted a role to View or Download a file
without the ability to change it.
A user that has the Editor or Owner role on an item can manage the roles for
other users on this item. When sharing a file or folder, a user cannot grant a
higher Role (with more permissions) than the current role they have for the
item.
EXAMPLE:
Tom uploads a file and his role is Owner. Tom shares the file to Kathy and
grants her the role of Editor. When Kathy shares the file to Rick, she can
only grant him Editor, Contributor, or Viewer access.
3. Click the Action icon next to the user who has access to the file.
5. Select the Role the user will have on the file or folder.
Use the following instructions to remove a user's access to a file or folder you
shared.
3. Click the Action icon next to the user who has access to the file.
4. Choose Remove Access. The item will no longer be shared with the
user.
Use the following instructions to invite more users to the shared item.
3. Click the Invite More Users button. The Share File Screen appears.
Use the following instructions to manage your email notifications for shared
items.
3. Select the type of event that will generate an email notification to you.
l Download - when a user downloads a file you have shared
l Upload - when a user uploads a new revision of the shared file
l Comment - when a user adds or removes a comment on a shared
file or folder
l Delete - when a user deletes a file or folder you have shared with
them
4. Click Save.
Managing Links
Use the following instruction to manage your GoDrive Links for shared items.
To share a file or folder, select the Actions icon and select one of the following
options from the submenu:
Choosing this option will open the Compose page, were mail packages are
constructed and sent.
GoDrive
Choose this option to open the GoDrive Share File page. You can select the
access levels you will grant the user(s) you are sharing a file with. You can
configure email notifications that alert you when specific sharing events occur.
To
The email address of the recipient(s). The email address can be the standard
email address or it may also include the name of the recipient, for example:
Andrew Thomas <[email protected]>. Separate multiple email
addresses with commas. Click the button to select email recipients or groups
from the address book.
Subject
The subject of the email to send to the recipient(s). The maximum length of the
subject line is 255 characters.
Message
The message that will be shown to the recipient(s) when they receive the
notification. The message is optional.
Assigned Role
Select the file and folder permissions you will grant the user(s) you have shared
the item with. Permissions include:
File or Folder
The name of the file or folder that is being shared.
Email Notifications
You can receive email notifications when users take specified actions with the
shared file or Folder.
Public Link
GoDrive Links allow you to share files and folders using a publicly-accessible
URL. Links can be password protected and can be set to expire after a
specified number of days.
Copy Link
Copy the Link to the clipboard.
Password
Generate or set a password for the shared file or folder.
Expire After
Set the number of days that the Link will be active.
Delete Link
To discard the new link, click Delete Link.
1. Open your internet browser and enter the GoDrive Link URL provided by the link
owner.
2. If the link is protected by a password, enter the password provided by the link
owner.
Accessing Files
If the file is password protected, a download link will appear after the password is
entered. If the file is not password protected, the download will begin immediately.
Accessing Folders
When accessing a shared folder using its Link, a folder content navigation pane will
appear. Click on a file to begin downloading it. Image files can be viewed in the browser
using the media viewer.
Footer Actions
The following actions are available when one or more items are selected from the table:
Search Results
The Search Results page displays the files and folders that were found for the criteria
specified.
Search
Type in whole word, partial word, or phrase to find files and folders stored in GoDrive.
Press Enter or click the button to perform a search.
File Actions
More file actions are available by right-clicking on the file or clicking the Action icon.
Folder Actions
More folder actions are available by right-clicking the folder or clicking the Action
icon.
l Delete a folder.
l Share allows you to share a folder using Secure Mail, GoDrive, or a Public Link.
l Comments allows you to add a comment to the folder.
l Rename a folder. Type the new folder name in the dialog box and click the
Rename button.
l Properties allows you to view the attributes of the folder.
l Copy the file or folder to Folders.
Trash Bin
When you delete an item from GoDrive, it is moved to the Trash Bin where it is
temporarily stored until the Trash Bin is emptied. This gives you an opportunity to
recover deleted files and restore them to their original location.
When a shared item is deleted from GoDrive, it is moved to the Trash Bin for all users
who had access to the shared item. Likewise, when a shared item is restored form the
Trash Bin to the items original directory, it is restored for all users who had access to
the shared the item.
NOTE:
Items located inside of folders cannot be individually restored from the Trash Bin.
You must restore the entire folder to its original location.
Breadcrumbs
File Actions
The following actions are available for files by clicking the Action icon:
Folder Actions
The following actions are available for folders by clicking the Action icon:
l Delete a folder. You can optionally delete one or more folders by selecting the
folder checkboxes and clicking the Delete button.
l Restore the selected folder to the folder's original location in GoDrive.
l Comments allows you to view the comments for the folder.
l Properties allows you to view the attributes of the folder.
There are no limits to the number of files you can attach to a Package, however the size
of an individual file in a Package can be limited by a GoAnywhere Product
Administrator. The message and files inside each Package are automatically encrypted
with AES-256 as you upload them to the server.
The Mail Menu option is available if your account is authorized to use this feature. The
Mail dashboard provides access to all the Mail features. From the Mail Menu you can
compose a new message, request files, view your inbox, view drafts, view messages in
the outbox, view a list of all sent messages and manage your address book.
NOTE:
The Compose, Request Files, Drafts, Templates, Outbox, and Sent Items features
are only available to users that are fully authorized to use mail. The Inbox and
Address book features of Mail are available to users with access to GoDrive or
Folders.
Inbox
The Inbox page displays incoming Certified Delivery messages and message replies
from your recipients. If the feature is enabled by the GoAnywhere Product
Administrator, you can allow your message recipients to reply to your message and
include file attachments.
Compose
The Compose page allows you to attach files and specify a message that will be sent to
one or more recipients. The options available on the Compose page are set by the
GoAnywhere Product Administrator. To compose a new message, click the
Compose link in the Mail Menu.
Request Files
The Request Files page allows you to specify a message that will be sent to one or
more recipients that contains a link where the recipient can upload files to you. Files
that are uploaded will be sent as a Package to your Inbox. The options available on the
Request Files page are set by the GoAnywhere Product Administrator. To compose a
new message, click the Request Files link in the Mail Menu.
Drafts
A Package can be saved as a draft, allowing you to come back at a later time to attach
more files or alter the message on the Package before sending. The most recent drafts
are displayed in the Mail dashboard. The complete list of drafts are found by clicking the
Drafts link in the Mail Menu.
Templates
Mail Templates allow you to create an email template that can be used to compose Mail
Packages with the same attachments or message contents. To create a template or
view a complete list of templates available, click the Templates link in the Mail Menu.
Outbox
When you send a Package, it will be placed in the Outbox while GoAnywhere sends an
email to each of the recipients that includes a unique URL to access the Package. The
complete list of Packages in the Outbox are found by clicking the Outbox link in the
Mail Menu.
Sent Items
The Sent Items section shows Packages that have been sent. If the Notification icon
appears next to any Package, there may have been an error sending the email(s) or the
package may no longer be available. Hovering over the icon will allow you to view the
status of these Packages. The complete list of sent Packages are found by clicking the
Sent Items link in Mail Menu.
Inbox
Message replies and Certified Delivery packages are available on the Inbox page.
Unread messages appear in bold font.
Inbox Actions
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.
l Select the number of Rows to display on each page.
View Message
The View Message page displays message details along with any attachments on the
Package. The message can be viewed by selecting the message on the Inbox page or
from the Mail page by clicking the View Details link from the More Actions drop-
down.
Page Toolbar
Attachments
Compose
The Compose page is where mail packages are constructed and sent. Specify mail
package recipients in the To field, and optionally, the CC or BCC fields. Specify a
subject to appear in the email and an optional message. When an email is sent to the
recipient, it will contain a unique URL to access these files and the message for this
Package.
You can password protect the Package, set an expiration date, enforce a maximum
download limit, allow message replies, and more. Based on the configuration, not all
options may be available and some options will have defaults or ranges enforced.
The Attachments section is where files can either be attached from your local computer,
the Files Feature, or the GoDrive.
The following options on the Compose page specify the recipient and Package settings.
To
The email address of the recipient. The email address can be the standard email
address or it may also include the name of the recipient, for example: Andrew Thomas
<[email protected]>. Separate multiple email addresses with commas. Select
the button to select email recipients or groups from the address book.
CC
The email address of an additional recipient (carbon copy). When you CC an email
address, all recipients can see each email address the message was sent to. The email
address can be the standard email address or it may also include the name of the
recipient, for example: Andrew Thomas <[email protected]>. Separate multiple
email addresses with commas. Select the button to select email recipients or groups
from the address book.
BCC
The email address of an additional recipient, hidden from all other recipients (blind
carbon copy). When you BCC an email address, recipients will only see the email
addresses included in the To and CC fields that the message was sent to. The email
address can be the standard email address or it may also include the name of the
recipient, for example: Andrew Thomas <[email protected]>. Separate multiple
email addresses with commas. Select the button to select email recipients or groups
from the address book.
Subject
The subject of the email to send to the recipient(s). The maximum length of the subject
line is 255 characters.
Message
The message that will be shown to the recipient(s) after they open the mail Package.
The message is optional.
Options
Expire Package
The number of days before the Package expires and the files can no longer be
downloaded.
Read Receipt
An email will be sent to you when your recipient reads the Package.
Attachments
Drag and drop files from your desktop directly over the message to upload files, or click
the browse to attach files link to upload files from your PC.
Click the Attachments drop down arrow icon to attach a file from Files or GoDrive.
The number of files you can attach to a Package, and the size of an individual file in a
Package can be limited by a GoAnywhere Product Administrator.
More Options...
If registered users are not required, the Options window appears when you click the
Send button.
Limit Downloads
The number of times each file can be downloaded per recipient.
Allow Reply
When enabled, recipients of this Package can reply back with a message and one or
more attachments. Recipients do not need to be registered users to send a reply
message. Message replies will appear in your Inbox.
Mail Download
When a mail message is sent to an unregistered recipient, a link is provided to view the
package directly from the Mail Download page on the HTTPS server. The Mail
Download page displays the message details along with any attachments on the
Package.
Page Toolbar
l Reply to Sender - Allows the recipient to send a message reply when permitted
by the sender. The message recipients will be populated with the sender's email
address and the Message field will include the original message text.
Attachments
Request Files
The Request Files page is where you can compose messages that will request files from
the email recipients. When a recipient receives a file request, the request will contain a
unique URL the recipient will use to upload the files. Files that are uploaded by a
recipient are sent to your inbox.
The top section of the request is where you can specify one or more recipients, a subject
to appear in the email and an optional message. You can require registered users, or
set a request expiration date.
Send Request To
The email address of the recipients. The email address can be the standard email
address or it may also include the name of the recipient, for example: Andrew Thomas
<[email protected]>. Separate multiple email addresses with commas. Click the
button to select email recipients from the address book.
Subject
The subject of the email to send to the recipient(s). The maximum length of the subject
line is 255 characters.
Message
The message that will be shown to the recipient(s) after they open the file request. The
message is optional.
Options
Expire Request
The number of days before the request expires and files can no longer be uploaded.
File Request
When a Request Files message is sent to a recipient, a link is provided to view the
request directly from the File Request page on the HTTPS server. The File Request
page displays the message details along with a link that can be used to add files. Files
can also be drag & dropped directly on to the page.
Add a Message
Click the Add a Message link and specify a message to the sender of the file request.
Files to Upload
Drag and drop files from your desktop directly over the file request to upload files, or
click the browse to attach files link to upload files from your PC.
Send Files
Click the Send Files button to send the files to the requester.
Drafts
Any messages that were saved can be edited before sending.
Drafts Actions
Footer Actions
The following actions are available when one or more items are selected from the table:
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.
Templates
Mail Templates allow you to create email templates that can be used to compose mail
packages with the same attachments or message contents. The Mail Templates page
allows you to manage your templates or compose a mail message from an existing
template.
Page Toolbar
l Create a new template by clicking the Add Template button in the page toolbar.
Templates Actions
Footer Actions
The following actions are available when one or more items are selected from the table:
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.
The following options on the Add Template page specify the recipient, security settings,
and file attachments:
Name
The name of the mail template.
To
The email address of the recipient. The email address can be the standard email
address or it may also include the name of the recipient, for example: Andrew Thomas
<[email protected]>. Separate multiple email addresses with commas. Click the
button to select email recipients or groups from the address book.
CC
The email address of an additional recipient (carbon copy). When you CC an email
address, all recipients can see each email address the message was sent to. The email
address can be the standard email address or it may also include the name of the
recipient, for example: Andrew Thomas <[email protected]>. Separate multiple
email addresses with commas. Select the button to select email recipients or groups
from the address book.
BCC
The email address of an additional recipient, hidden from all other recipients (blind
carbon copy). When you BCC an email address, recipients will only see the email
addresses included in the To and CC fields that the message was sent to. The email
address can be the standard email address or it may also include the name of the
recipient, for example: Andrew Thomas <[email protected]>. Separate multiple
email addresses with commas. Select the button to select email recipients or groups
from the address book.
Subject
The subject of the email to send to the recipient(s). The maximum length of the subject
line is 255 characters.
Message
The message that will be shown to the recipient(s) after they open the mail package.
The message is optional.
Options
Expire Package
The number of days before the Package expires and the files can no longer be
downloaded.
Read Receipt
An email will be sent to you when your recipient reads the Package.
Attachments
Drag and drop files from your desktop directly over the template to upload files, or click
the browse to attach files link to upload files from your PC.
Click the Attachments drop down arrow icon to attach a file from Folders or GoDrive.
The number of files you can attach to a Package, and the size of an individual file in a
Package can be limited by a GoAnywhere Product Administrator.
Outbox
When you send a Package, it is placed in the Outbox while GoAnywhere sends an
email to each recipient.
Outbox Actions
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.
Sent Items
Sent Packages are visible on the Sent Items page. Packages displayed in gray are not
active. If the icon appears next to a Package there may have been an error sending
the email(s) or the Package may no longer be available. Hovering over the icon will
allow you to view the status of these Packages. Click the link in the mail subject to view
the package details.
Footer Actions
The following actions are available when one or more items are selected from the table:
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.
The Package Details page displays the logged data for the selected Package. The
details for a mail package can be viewed by clicking the View Details link from the
Action icon menu.
General
The General tab displays information related to when a Package was sent, the
files that were attached, the overall Package status and specified security
options. Previously sent attachments can be downloaded by clicking on the
attachment name.
Activity
The Activity tab displays the associated log entries for the selected Package.
Recipients / File(s)
The Recipients and File(s) sections in the left panel display either the
recipients of the Package or the list of files enclosed in the Package. Clicking a
recipient or a file name filters the Log results to display the activity for the
selected recipient or file. When a recipient or file is selected, the line below the
Activity tab displays what criteria is filtering the results and provides a link to
Clear Selection.
Logs
The Logs portion of the page displays log details related to the Package
activity.
Forms can be accessed by logging in to the Web Client, or you can directly access a
form if your administrator provided a URL to you.
The Form menu option is available if you are logged into the Web Client and your
account is authorized to complete a form. The Forms dashboard provides access to all
the forms features. From the Forms pane you can complete forms, view drafts, and view
a history of your forms.
4. Complete all the fields provided. Fields with a red asterisk are required.
5. Drag and drop files from your desktop directly over the form to upload files, or
click the browse to attach files link to upload files from your PC. The
administrator may have limits to the number, type, and size of files that are being
requested.
6. Click the Submit button to submit your form for processing by GoAnywhere.
Optionally, click the Save button to save the form to your Drafts folder, or
click Cancel to return to the previous page.
7. Once your form is submitted, it can be viewed from the Submitted Forms page.
Form Output
After the form is submitted, GoAnywhere may return files for you to download on the
form Output page. Select a file to download it. The output files will also be available from
the Submitted Forms View page.
1. Open your internet browser and enter the URL to the form. The URL will be
provided by a GoAnywhere Administrator.
2. Complete all the fields provided. Fields with a red asterisk are required.
3. Drag and drop files from your desktop directly over the form to upload files, or
click the browse to attach files link to upload files from your PC. The
administrator may have limits to the number, type, and size of files that are being
requested.
4. Click the Submit button to submit your form for processing by GoAnywhere.
Form Output
After the form is submitted, GoAnywhere may return files for you to download on the
Form Output page. Select a file to download it.
Form Drafts
Any forms that were saved can be edited before submitting.
Drafts Actions
Footer Actions
The following actions are available when one or more items are selected from the table:
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.
Submitted Forms
A history of all submitted forms will appear on the Submitted page. Click the View
icon to view the Submitted Form.
l Click the Previous button to move back to the previous page of results.
l Click the Next button to move forward to the next page of results.