Filemail Operations Manual

1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. In the left sidebar, click on API Key.

4. On the API Key page, click Generate API key.

5. You will receive an API key with the following options:

• View key
• Copy key
• Regenerate key

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1. Open your desktop app (Windows, macOS, or Linux).

2. Go to the bottom left of the window and click on your initials or name.

3. Select App settings.

4. The following preferences are available:

• Sound notification when complete
• Automatically submit diagnostic and error reports
• Show times using a 24-hour clock
• Ask where to save each transfer before downloading
• Default download directory (click the blue text to change)
• Maximum simultaneous uploads
• Maximum simultaneous downloads

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1. Open your desktop app (Windows, macOS, or Linux).

2. Go to the bottom left of the window and click on your initials or name.

3. Select App settings.

4. Locate the Automatic Downloads section (resize or scroll if needed).

5. Click Activate next to Download received files automatically.

6. Optional configuration settings:

• Download received files from all users in the account
• Automatically download transfers received in the last: 24 hours, 7 days, 30 days, 90 days
• Only download transfers from selected portals
• Define where files are saved
• Configure folder structure for organizing downloads

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Company in the left sidebar.

4. Near the bottom of the Company Information page, you can define:

• Name
• Contact email
• Contact phone number
• Option to send invoices automatically

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Company in the left sidebar.

4. On the Company Information page, you can define:

• Name on invoice
• Legal organization number
• Reference
• Address fields

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Subscription, then select Plan.

4. Click the red Cancel plan button.

5. On the next screen, you can:

• Downgrade to a cheaper plan
• Provide a cancellation reason
• Cancel your Filemail subscription
• Stay with Filemail

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Profile.

4. Click Change password and submit your new password.

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Add contacts:

1. Click Contacts in the left sidebar.

2. Click Add Contact.

3. In the pop-up window, add:

• Name
• Email address
• Optional phone number
• Optional setting to share with all company users

4. You can also import contacts from:

• Gmail
• CSV files (for other providers or LinkedIn)

5. Save when done.

Delete contacts:

• Hover over a contact and click the trash icon
• Select multiple contacts and click Delete
• Use the left-side delete option to remove all contacts

Group contacts:

• Click Add Group, name it, and save
• Assign contacts to groups using the group icon or bulk selection

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Customization, then Branding.

4. A live preview appears at the top of the page.

5. Branding options include:

• Upload company logo
• Button colors and text
• Background (solid color, gradient, or image)
• Content alignment
• Content radius (corner rounding)

6. Click Save changes after making updates.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Customization, then Branding.

4. Scroll to the Custom subdomain section.

5. Enable Use custom subdomain and enter the desired name.

6. The URL field updates automatically.

7. Click Save changes.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Customization, then Download Page.

4. Download options:

• Enable FTP downloads
• Enable Torrent downloads
• Display public download link
• Allow restore of expired files (if available)

5. Page appearance options:

• Show thumbnails
• Show MD5 hash
• Show company name instead of sender email
• Show all recipients
• Hide Intercom chat widget

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Customization, then Emails.

4. Available options:

• Default email language
• Default email subject
• Default email message or signature
• Enable thumbnails in emails.

5. Click Save changes.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Security.

4. Under Data Residency, choose where data is stored:

• European Union
• Norway
• United States

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Profile.

4. Scroll to the bottom and click Permanently delete my account.

5. Confirm by clicking Permanently delete your account.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Profile.

4. You can update:

• Email address
• Name
• Phone number
• Country
• Password
• Account deletion

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1. Click New transfer in the left sidebar.

2. Choose sending files via Email or Link.

3. Add files or folders using drag-and-drop or the add buttons.

4. Click Transfer.

5. In the Transfer Options pop-up, open Security.

6. Select End-to-End Encryption (E2EE).

7. Enter an E2EE key or generate one automatically.

8. Click Transfer.

9. Share the E2EE key with the intended recipients.

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1. Click New transfer in the left sidebar.

2. Choose sending files via Email or Link.

3. Add files or folders.

4. Click Transfer.

5. Open the Security dropdown.

6. Select E2EE and Password Protection.

7. Set a password and an E2EE key (or generate both).

8. Click Transfer.

9. Share both the password and E2EE key with recipients.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Analytics in the left sidebar.

4. The Analytics page displays:

• Total number of transfers sent
• Total number of transfers received
• Average upload speed
• Top senders
• Top receivers
• Active users

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1. Click Sent in the left sidebar.

2. Select the desired transfer session.

3. On the right side of the window, click the Analytics icon (bar chart).

4. You will see detailed download activity, including:

• File-level tracking
• Downloaded by
• IP address

5. Use filters to narrow results by file or recipient.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Security in the left sidebar.

4. Under File Sharing Security, you can:

• Require users to set a password when sending files
• Require users to always use End-to-End Encryption (E2EE)

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Integrate a Filemail portal on your website to receive files from visitors.

Documentation:
 https://docs.filemail.com/integrations/integrate-portal-page

The following is the generic embed code:

<div data-filemail-widget="uploader" data-company-id="{AccountID}"></div>

<script type="text/javascript" src="https://www.filemail.com/widgets/embed/uploader"></script>

Specifically you will update data-company-id="{AccountID}" with your account ID.

To find your account ID:

1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Under Company account, click on Company

4. On the Company information page the first row contains your Account ID, which you can copy and paste into the above code.

5. Now paste the full updated HTML embed code onto the desired page on your site.

6. You have now integrated the file upload form on your site.

Note: You must create a portal before embedding. You may use your default portal.

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1. Click Sent in the left sidebar.

2. Select the transfer session you want to forward.

3. In the top-right of the main window, click the Share button (three connected circles).

4. Select Forward to new recipient.

5. Enter an email address or select one from your address book.

6. Click Send.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Team in the left sidebar.

4. Click Invite user in the top-right corner.

5. Enter the user’s email address and assign a role:

• User
• Administrator

6. Click Send invite.

7. The user will receive an email with sign-up instructions.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Notifications.

4. You can enable or disable:

• Notifications when files are downloaded
• Notifications when files are sent
• Notifications for files not downloaded
• Reminder emails to recipients

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Password protection can be applied in two ways:

1. During the transfer

2. After the transfer

Password Protection – At Time of Transfer

1. Click New transfer in the left sidebar.

2. Choose sending files via Email or Link.

3. Add files or folders.

4 .Click Transfer.

5. Open the Security dropdown.

6. Select Password Protection.

7. Enter a password or generate one automatically.

8. Click Transfer.

9. Share the password with recipients.

Password Protection – After the Transfer

1. Click Sent in the left sidebar.

2. Select the transfer session.

3. Click the More options button (three horizontal dots).

4. Select Transfer password.

5. Enter the desired password and confirm.

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1. Click Portals in the left sidebar.

2. The Portal Administration page shows:

• Portal name
• Creation date
• Number of transfers
• Visibility in the Inbox

3. Available actions:

• Create a file request to receive files
• View file request history
• Edit portal configuration (pencil icon)
• Copy link, duplicate, or remove portal (three dots)

4. Additional options:

• + New portal button
• Checkbox to display only portals you created

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1. Click Portals in the left sidebar.

2. Click the pencil icon for the desired portal.

3. Configuration tabs include:

• Portal configuration
• Recipients
• Custom fields

4. Under Portal configuration, you can:

• Edit portal name
• Copy portal ID
• Copy public portal link
• Edit heading and description
• Set file availability duration
• Enable sender download notifications
• Enable email receipt confirmation
• Enable password protection (optional)

5. Click Save changes if updates were made.

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1. Click Portals in the left sidebar.

2. Click the pencil icon for the desired portal.

3. Select Recipients.

4. Click Add to include users as potential recipients.

5. Optionally set a default recipient.

6. Click Save changes.

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1. Click Portals in the left sidebar.

2. Locate the desired portal.

3. Click the File Request icon (envelope with plus sign).

4. Add an optional message.

5. Enter the recipient’s email address or select from contacts.

6. Click Send request.

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1. Click Portals in the left sidebar.

2. Locate the desired portal (your custom subdomain is listed as Default).

3. Click the More options button (three dots).

4. Select Copy link.

5. Share the link as needed.

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1. Click Sent in the left sidebar.

2. Select the desired transfer session.

To remove an entire transfer:

1. Click the More options button (three dots).

2. Select Remove.

To remove a specific file:

1. Hover over the file in the file list.

2. Click the trash icon to remove the file.

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1. Click Sent in the left sidebar.

2. Select the transfer session to which you want to add files or folders.

3. In the top-right of the main window, locate the Add option.

4. Click the Add option button.

5. Select Add files.

6. Add the additional files or folders as required.

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1. Click New transfer.

2. Enter the recipient’s email address in the To field.

3. Enter a subject and an optional message.

4. Add files or folders using:

• Add file or Add folder, or
• Drag and drop files into the window

5. Click Send.

6. In the Transfer Options pop-up:

• Set notification preferences
• Define file availability duration
• Configure security options if available

7. Click Transfer.

8. Files are uploaded and recipients receive an email with a download link.

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1. Click Send as link in the top-right of the window.

2. Enter a subject and optional message.

3. Add files or folders using:

• Add file or Add folder, or
• Drag and drop files into the window

4. Click Transfer.

5. In the Transfer Options pop-up:

• Set notification preferences
• Define file availability duration
• Configure security options if available

6. Click Transfer.

7. Once uploaded, copy and share the secure download link.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Single Sign-On in the left sidebar.

4. Click Enable.

5. Select an identity provider:

• Azure
• Google

6. If using:

• Azure: Enter the Tenant ID and click Save changes
• Google: Click Sign in with Google and follow the prompts

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Team Storage.

4. The page displays:

• Total storage in use
• Individual team member usage
• Usage relative to allocated limits

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click My Storage.

4. View:

• Total storage available
• Storage currently in use
• Remaining storage

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Note: There is no confirmation prompt before deletion.

1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Team Storage.

4. Locate the desired user.

5. Click the cleanup icon (brush) under the Actions column.

6. Select the messages containing files to delete.

7. Click Cleanup selected.

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You can purchase additional storage in two ways.

Method 1:

1. In the left sidebar above your account name, click Upgrade.

Method 2:

1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Subscription, then Plan.

4. Click + Add storage.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Subscription, then Billing.

4. View a list of invoices showing:

• Amount
• Date
• Status
• Download option

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Subscription, then Plan.

4. View your current plan and available upgrade options.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Team.

4. Click Invite user.

5. Enter the email address and assign a role:

• User
• Administrator

6. Click Send invite.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Team Storage.

4. View:

• Total storage usage
• Per-user storage limits
• Individual usage

5. Options include:

• Add more storage
• Clean up storage for specific users

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Transfer Settings, then Default settings.

4. Configure:

• Default file availability duration
• Default email subject
• Default message or signature

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Security.

4. Under Two-Factor Authentication settings, configure:

• Two-factor authentication when receiving files
• Two-factor authentication when sending files

5. Available options:

• None
• SMS
• Email

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Profile.

4. Click Enable two-factor authentication.

5. Follow the on-screen steps:

• Install an authenticator app
• Scan the QR code
• Enter the generated code

6. Click Activate.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Subscription, then Billing.

4. Click Update.

5. Enter new credit card or PayPal details on the secure payment page.

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1. Go to the bottom left of the window and click on your initials or name.

2. Select Account settings.

3. Click Subscription, then Plan.

4. Click Change plan.

5. Select the plan that best fits your needs.

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