Settings and administration netfiles Send
User settings
You can access your user settings by clicking on your name in the top right. Your settings are organized into personal data, general, options, and security.
- In “Personal Data,” you can change your name, email address, mobile number, and language.
- Under “General,” you can change the default settings for sending and receiving messages. You can also view your storage capacity there.
- In “Options,” you can make changes to the appearance and folder & document display.
In the “Security” section, you can enable two-factor authentication, change your password, or create passkeys.
Administration
There are two user groups in netfiles Send: administrators and users. In the “Administration” > ‘Users’ area, you can add “new users” in the right-hand feature bar.
In the next dialog you need to enter the new user’s personal data.
By clicking on a user, you can make them an administrator under “Users” in the right-hand feature bar clicking “Make Administrator”. You can also make an administrator a user by clicking on “Revoke administrator.”
Administrators can use the feature bar on the right to send invitations to users, reset user passwords, delete users, and view user properties.
This is what the view looks like for netfiles Send users.
-
General
- Introduction to netfiles
- Creating a passkey for netfiles
- Logging into netfiles with a passkey
- Navigation in the data room
- List view, explorer view, icon view
- Login verification 2-factor authentication (Admin)
- Context menu
- Supported web browsers
- Authenticator App for login verification OTP (one-time password)
-
Administration
-
- Interfaces API access
- SFTP Passwordless authentication (Admin)
- SFTP – netfiles integration in Windows (Admin)
- SFTP Technical documentation (Admin)
- WebDAV/SFTP - Client programs (Admin)
- WebDAV - netfiles integration in Windows
- WebDAV Interface (Upgrade new interface)
- Microsoft Office - Editing on WebDAV network drive blocked
-
Data Room Settings
- Appearance settings - logo & colors (Admin)
- Navigation / Features Settings (Admin)
- Documents Settings (Admin)
- Comments Settings (Admin)
- Preview & Watermark settings (Admin)
- User & Groups settings (Admin)
- Emails & Notifications settings (Admin)
- Password settings (Admin)
- Login settings (Admin)
- Activity Logs settings (Admin)
- Indexing settings (Admin)
- Disclaimer settings (Admin)
- Sample disclaimer for the netfiles data room
-
Users and Groups
-
Documents
-
- Send link internally
- External Data Transfer / Secure File Transfer – send
- Sent folder External file transfer
- Activity log External Data Transfer (secure file transfer)
- Sending download links with own e-mail program / external date transfer
- Receive file - External file transfer (secure file transfer)
- Automatic notifications of changes
- Automatic notification of changes (Admin)
- Upload
- Upload ZIP archives
- Download
- Folders
- Comments settings (Admin)
- Comments on folders and files
- Rename folder description and folder
- New document
- Document preview
- Document preview - supported file formats
- CAD Viewer / document preview
- Redact PDF files
- Create private annotations (comments) to files
- Create shared annotations (comments) to files
- Mark unread documents
- Document description
- Copying and moving folders or files
- Create link
- Delete / Trash
- Delete files / Trash (Admin)
- Filter function
- Favorites
- Lists - new, modified, unread, expired and to be approved documents
- Personal labels
- Group labels
- Encrypt PDF files for download (Admin)
- Versioning of documents
- Document approval / release workflow (Admin)
- Open XLSX files in navigable preview
- Setup editing Office documents online with OnlyOffice (Admin)
- Editing Office documents online in netfiles with OnlyOffice
- Editing Office documents together online with Only Office
- Setup editing Office documents directly from netfiles with Microsoft Office (Admin)
- Editing files in netfiles directly with Microsoft Office
- Weitere Artikel (21) Artikel reduzieren
-
-
FAQ
- How can I change the data room name / project name? (Admin)
- Tips and information on security settings in netfiles
- How can I check which documents users/user groups have access to? (Admin)
- How can I control which other users can see a user in the data room? (Admin)
- How can I restrict user access or data room access in terms of time? (Admin)
- Who can see the recycle bin and with what content?
- Why does the document preview not display a document?
- How do I ensure that users do not see each other? (Admin)
- How can I restrict user access or data room access in terms of time? (Admin)
- How can I restrict a user's access to two or more subfolders? (Admin)
- Why is there a red box in front of my file name?
- How do I change my e-mail address?
-
netfiles Data Vault
-
netfiles Enterprise Data Room Premium
-
netfiels Send





