Kiteworks User Guide 2017 - OCR

1 user s Guide April 2017 OCR 2017 Table of Contents Contents Welcome .. 3 Audience .. 3 What is ki tewor ks? .. 4 Supported Browsers .. 4 Notification emails .. 5 Sign In .. 6 Get Oriented: A Guided Tour .. 7 The Navi gation Pane: Getting Around in ki teworks .. 8 Where You Work .. 8 Collaborat e .. 9 Fol der Management and Actions .. 9 Create a New Folder .. 10 Roles .. 11 Manage Notifica tions .. 11 Download an Entire Folder .. 12 Use Zip Files for Easy Transfer of Multiple Files .. 13 Make a Folder a Favorite .. 13 Upl oad File(s) via Applet .. 14 .. Appendix: Icons .. 15 Preface Welcome At Accellion, enterprise security is our primary focus.

2 Second is our commitment to business mobility. Whether you are sharing files with in your organization, or collaborating with multi ple teams across the globe, we are committed to providing you with the definitive platform f or working with content securely. Welcome to Kiteworks . The Kiteworks solution gives you powerful and secure access to content wherever you are, so you can share with confidence. With Kiteworks , you can work seamlessly fr om web br owser, to desktop, to tablet and smartp hone and you are always connected to your files. Audience This documentation is intended for users of the Kiteworks solution by Accellion.

3 Using Kiteworks What is Kiteworks ? Kiteworks is a secure file sharing solution from Accelli on that enables you to secure ly and easi ly access and share enterprise information anytime, anywhere. You can access yo ur files and folders in the office, and can be sure that your files are up to date and protected. Kiteworks gives you powerful and secure access to content wherever you are, so you can share with confidence. Supported Browsers The Kiteworks interface supports the following browsers: Table 1. Supporte d Br owsers Browser Version and Notes Internet Explorer IE and up Note Dr ag & Drop and multiple file select are not supported in IE9 because of the lim ited HTML 5 support in IE9.

4 Accellion recommends using IE and up. Firefox Firefox 26 and up Chrome Chrome 31 and up The Java applet supports Java 6 update 31 and up. Notification emails One significant change is that you will no longer receive email notifications from . The new email address will be please ensure this email is saved in your safe list to ensure it is not directed to your Junk Mail folder. Click Activate, and you are taken to the Kiteworks URL, where you can sign in. Kiteworks new URL: Email example: Sign In The f ollowing screen appears. Kiteworks new URL: Note Bookmark this page for future reference; thi s is your access point to Kiteworks .

5 Add your user name (your email address) and password. Your password will not change; continue to use the password you have created. If you haven t logged in before your temporary user details will be on the first email you receive. You will be asked to change your password at this first log in stage. If you have forgotten your password, contact the team within OCR who sent you the material to complete. Get Oriented: A Guided Tour The Kiteworks web interface is made up of a naviga tion p ane at the left of the screen that governs all view. There are two views avail able: detail and list. The Navigation Pane: Getting Around in Kiteworks At the left of the screen is a navigation p ane from which you can perform high level functions and navigate thro ugh your views of Kiteworks .

6 Table 2. Top Menu Icons Button (selected) Description Notes All files Lists all the fold ers to which you have access. F or more information Shared folders Filters the list of folders to those you h ave shared with other users or fold ers that have been shared with you. The view is identical to the detail view, with unshared folders filtered out of th e li st. For more in formation Favorites Filters the list of folders to those you have marked as a favorite. The view is identical to th e detail view, but shows only the folders you have marked as favorites. For more information Recent activities Jumps to the Activi ty view for managing tasks, comments, a nd other activities.

7 For more information Mail DO NOT USE THIS FUNCTION Move tray Opens the Move Tray panel. Where You Work You have two options of how to best perform the actions you wish on your files and folders. To be able to see and perform actions on each item individually, use the detail view. To see and perform actions on folders and files in the context of the file and folder s tructure in Kiteworks , use the list view. Collaborate You can collaborate with others in two distinct ways: Management and ActionsSharing folders enables you to collaborate and share files with groups of people insideand outside of your organizatio n. The process involves creating a folder, adding files tothat folder, and then adding people to the folder, giving them access.

8 The extent of theiraccess is determined by you, the creator and manager. Permissions, or Roles, that youassign to others can range from being managers of those files (with the ability to addusers, u pload, download, lock, edit, and delete files), to only having the ability to viewthe files that exist in that can perform the following actions on fo lders: Create a New Folder Share Access to a Folder Edit Folder Properties and Mark a Folder as R estri cted Manage Notifications Download an Entire Folder Add or U pload Fi les to a folder Delete a FolderFol der Management and Actions Folders enable users to collaborate and easily share the files within the folder.

9 Note that what you re all owed to do depends on what role you have in that folder. See Roles for more informatio n. When you navigate to a folder using the detail view, the following information appears. 2 Add Ta sks and Comments Those people who have access to a shared f older in Kiteworks can add a comment to in dividual files. Owners, Managers, and Collaborators can also assign tasks to other users in the f older. These ta sks are tracked on the Activities View and on the acti vities li sted underneath the file. Create a New Folder To add a folder, perform the following steps. 1 In Kiteworks , navigate to where you would like the new folder to exist.

10 2 In the upper right corner of the screen, click New ( ) and select Folder. The New folder window appears. 3 Name the folder and add a descript ion. 4 Set a folder expiration date and determine whether sync will be permitted. The default is to not all ow sync. Note These options are only available for root folders; , folders that exist in the Kiteworks Fi les folder, not a nested folder within Kiteworks Fi les. Nested folders inherit the setting of the root folder. (For more information about sync, refer to the Kiteworks Desktop Client Installation and user s Guide , located in the help button on Kiteworks ). 5 Set an expiration date for the files in the folder.