Web User’s Guide May 2016 Copyright 2015 ‐ 2016 Accellion, Inc. All rights reserved. These products, documents, and materials are protected by copyright law and distributed under licenses restricting use, copying, distribution, and decompilation. Accellion, the Accellion logo, and kiteworks are registered trademarks of Accellion, Inc. kiteworks is a trademark of Accellion. All other trademarks are properties of their respective owners. Corporate Headquarters Contact Us Accellion p. 1.650.485.4300 | f. 1.650.485.4308 1804 Embarcadero Road, Suite 200 www.accellion.com Palo Alto, CA 94303, USA Table of Contents Preface .......................................................................................................................................... vii Welcome ...................................................................................................................................... vii Audience ...................................................................................................................................... vii What’s New.................................................................................................................................. vii kiteworks Update 2: April 2016.............................................................................................. vii kiteworks Update 1: March 2016........................................................................................... vii kiteworks Update 5: December 2015.................................................................................... viii kiteworks Update 4: September 2015................................................................................... viii kiteworks Update 3: July 2015 .............................................................................................. viii kiteworks Update 2: May 2015 ............................................................................................. viii kiteworks Update 1: April 2015............................................................................................... ix Using kiteworks...................................................................................................................... 10 What is kiteworks?....................................................................................................................... 10 Supported Browsers............................................................................................................... 10 Sign In........................................................................................................................................... 11 Two‐Factor Authentication .................................................................................................... 12 User Onboarding Email........................................................................................................... 12 Get Oriented: A Guided Tour ....................................................................................................... 15 The Navigation Pane: Getting Around in kiteworks ............................................................... 16 Where You Work .................................................................................................................... 17 Detail View: Explore Your Files and Folders ...................................................................... 17 List View: Manage Your Files and Folders ......................................................................... 18 Recent Activities View: Track Your Work ............................................................................... 20 Go Mobile............................................................................................................................... 21 Collaborate................................................................................................................................... 22 Folder Management and Actions................................................................................................. 23 Create a New Folder............................................................................................................... 24 Restricted Folders.............................................................................................................. 25 Share Access to a Folder......................................................................................................... 25 Roles .................................................................................................................................. 26 User Roles in Restricted Folders .................................................................................. 26 Change User Roles............................................................................................................. 28 kiteworks Web User’s Guide Page iii Delete a User ..................................................................................................................... 29 Manage Your Storage Quota.................................................................................................. 30 Send an Email to the Users of a Folder .................................................................................. 30 Folder Actions.........................................................................................................................33 Edit Folder Properties and Mark a Folder as Restricted.................................................... 33 Manage Notifications ........................................................................................................ 34 Download an Entire Folder................................................................................................ 35 Use Zip Files for Easy Transfer of Multiple Files .......................................................... 35 Delete a Folder .................................................................................................................. 36 Recent Activities..................................................................................................................... 36 Make a Folder a Favorite........................................................................................................ 38 Access Enterprise Content Sources (License‐Enabled)........................................................... 38 Add a New Enterprise Content Source to kiteworks ......................................................... 40 SharePoint.................................................................................................................... 41 File Share (CIFS/SMB/DFS)........................................................................................... 42 Documentum ............................................................................................................... 42 OpenText Content Server ............................................................................................ 43 eDOCS .......................................................................................................................... 44 Dropbox ....................................................................................................................... 44 Connect to Your Dropbox Account.................................................................................... 45 Manage Legal Content................................................................................................. 46 Remove an Enterprise Content Source from kiteworks .................................................... 47 File Management and Actions ..................................................................................................... 47 Add or Upload Files ................................................................................................................ 48 Upload to Folder................................................................................................................ 48 Upload File(s) via Applet.................................................................................................... 49 Troubleshooting........................................................................................................... 50 Drag and Drop into kiteworks............................................................................................ 51 Drag and Drop between Folders.................................................................................. 52 Upload to the Move Tray................................................................................................... 53 Download ............................................................................................................................... 53 Online Viewer .................................................................................................................... 54 Edit Files in Restricted Folders ............................................................................................... 55 Editing Microsoft Office Files in Restricted Folders with kiteworks Editor........................ 56 Understanding the Screen ........................................................................................... 56 Top Menu Icons ........................................................................................................... 56 Editing and Formatting Microsoft Word Files.............................................................. 57 Editing and Formatting Microsoft Excel files ..............................................................