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Kiteworks usersguide Web User ? s Guide July C Copyright 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 Accellio

Web User ? s Guide July C Copyright 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 Accellion Embarcadero Road Suite Palo Alto CA USA Contact Us p f www accellion com CTable of Contents Preface vii Welcome vii Audience vii What ? s New vii kiteworks Update July vii kiteworks Update May viii kiteworks Update April viii Using kiteworks What is kiteworks Supported Browsers Sign In Two ? Factor Authentication Get Oriented A Guided Tour The Navigation Pane Getting Around in kiteworks Where You Work Detail View Explore Your Files and Folders List View Manage Your Files and Folders Recent Activities View Track Your Work Go Mobile Collaborate Folder Management and Actions Create a New Folder Share Access to a Folder Roles Change User Roles Delete a User Manage Your Storage Quota Send an Email to the Users of a Folder Folder Actions Edit Folder Properties Manage Noti ?cations Download an Entire Folder kiteworks Web User ? s Guide Page iii C Troubleshooting Use Zip Files for Easy Transfer of Multiple Files Delete a Folder Recent Activities Make a Folder a Favorite Access Enterprise Content Sources License ? Enabled Add a New Enterprise Content Source to kiteworks SharePoint and SharePoint Online File Share CIFS SMB DFS Documentum OpenText Content Server eDOCS Dropbox Microsoft OneDrive Remove an Enterprise Content Source from kiteworks File Management and Actions Add or Upload Files Upload to Folder Upload File s via Applet Troubleshooting Drag and Drop into kiteworks Drag and Drop between Folders Upload to the Move Tray Download Online Viewer Download File s via Applet Troubleshooting Push File Lock Unlock Delete and Recover a Deleted File Delete a File Recover a Deleted or Expired File Detail View List View Delete a File Permanently Detail View List View View and Change Versions Download Version Make Current Delete Version Add New Version The Move Tray Move Tray Actions Copy and Move Upload Files Directly to the Move Tray Use the Move Tray to Collaborate with Outside Users on Enterprise Content Files Change File Expiration Date Mail When you send or receive a ?le send a ?le preview or save an email draft that activity Page iv kiteworks Web User ? s Guide Cappears in the folder using the detail view and Email a File Email a Preview of a File Request a File Add Tasks and Comments Tasks Assign a Task Change the Status of a Task Comments Add a Comment Respond to a Comment Search Functions Basic Search Enhanced Search Search Filtering Edit Settings Account Info Display Name Pro ?le Picture Password Preferences Language Time Zone Message Signature Contacts and Groups Manage Contacts Add a Contact Edit a Contact Delete a Contact Add a Group Edit a Group SFTP