Receive file – External file transfer (secure file transfer)
The “External file transfer” function must be activated by the administrator in the data room settings. Please note that you must also activate “External file transfer” for yourself as administrator and for users of the data room in the personal user settings. To do this, go to the “Groups & users” area on the left, find the relevant user and tick it, then go to “Properties” on the right and then to “Options”. To be able to receive files from business partners and customers outside of netfiles (i.e. who are not users in the netfiles data room), click on “Set up file reception” in the right-hand function bar under “External file transfer > Receive”.
In this dialog, you can authorize people via an e-mail address and send files securely to your inbox in netfiles. Optionally, you can set any expiration date and a password. The password must be communicated to the recipient in another way.
The recipient receives an e-mail with a special link to an individual website that allows them to send files to your netfiles inbox. As soon as you receive a file, you will be notified by e-mail. You can download received files to your computer or copy them to the netfiles data room, provided you have the appropriate write permissions.
Important notes
- Files that have been sent to your netfiles account in this way are only accessible to you. If you would like to make these files accessible to other data room users, you must copy them to the data room as explained above.
- If your user account is deleted, the files in the “Inbox” will also be deleted.
- If you would like a copy of the emails sent, we recommend that you have a data room administrator activate the “Email archive copy” option.
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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
- 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
- Edit Office documents directly from netfiles (Admin)
- 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
- Editing files in netfiles directly (Microsoft Office, Collabora)
- Document approval / release workflow (Admin)
- Open XLSX files in navigable preview
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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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netfiles Data Vault