Creating a passkey for netfiles
A passkey is a personal cryptographic key that is stored for a specific user on a specific device. It replaces the password and, if necessary, 2FA at login.
You can create a passkey on your PC or mobile device, in your password manager or on a FIDO2 security key (a hardware token similar to a USB stick). For this to work, the display lock must be activated. If you want to set up a passkey on your smartphone, Bluetooth must be activated, too.
During one of your next logins to your netfiles data room, you will automatically be given the option of creating a passkey. Click on “Continue” in the dialog window.
Creating a passkey with a Windows device
Select “This Windows device” in the following dialog and click “Next”.
Select one of the Windows Hello verification methods, for example “Face” or “PIN”. After verification, click “OK”.
The passkey is now saved on your Windows device. Click “OK” to confirm.
Creating a passkey with an iPhone, iPad or Android device
In the following dialog, select “iPhone, iPad or Android device” and click “Next”.
Scan the QR code with your smartphone or tablet and then follow the instructions to save the passkey.
The passkey is now saved on your smartphone or tablet. Click on “OK” in the following dialog.
Creating a passkey with a security key
Select “Security key” in the following dialog and click “Next”.
Click “OK” in the next dialog to confirm that you want to set up a security key. Unlock your security key.
The passkey is now saved on your security key. Now click “OK” to complete the process.
Once you have saved the passkey in the desired way, you can log in to netfiles quickly and easily using your fingerprint, face ID, device PIN or security key.
You can find help on logging in to netfiles with a passkey here.
Note: If you have set up 2-factor authentication (2FA) by SMS or Authenticator/OTP app, the second factor will no longer be requested after passkey activation. The passkey already meets the requirement of a 2FA authentication.
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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)
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Administration
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- 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
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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
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Users and Groups
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Documents
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- 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
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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)
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