SyncAnywhere User Guide
Contents
1. f Synced Tool Wizard You are all set You will now see a share button in new emails that will allow you to attach files you have uploaded to Synced Tool for Outlook It you would like to change your default settings click the Synced Tool for Outlook settings button on the Home tab How to Use the Outlook Add In When you compose a message in Microsoft Outlook you can use the Attach ribbon button to attach content in a variety of ways including e Attach a file or folder stored in Synced Tool or e Attach a local file from your local machine To use the Outlook add in 1 In Microsoft Outlook create a new email message The ribbon will display an Attach button 60 User Guide 2 Click the Attach button The Account Browse dialog box displays k C Change Sharing Setinga CI Noti on downiosd uplond Dowenloed limit Expire share afer 7 Secure Share by Detault 3 Inthe Account Browser dialog box select the content you want to share e To attach a file or folder stored in Synced Tool click to expand the My Files folder or the Team Shares folder and select the appropriate content e To send a file from your local machine click to expand This PC You can then browse and select a file on your machine e Optionally you can change your default share settings by clicking the Change Share Settings checkbox spile User Guide Part 11 WebDAV WebDAV allow2. sessssssesssseessssesesrrrssrreresrrressreresrrressreresererssrereserereseerese 21 Part 4 Synced Tool for Windows and Mac Machines cccsccscscessccscsceccccscscscescecsceses 24 Howto Download Synced TOO larmeioarier nn 24 How to Register Synced TOOl essssssesssrersssrrsssrrrssrrrresrressrreresrrressreresrrerssreresereessreresrrereseerese 27 How to Upload Files in Synced Tool esssssssussssenssrresssrrrssrrerssrrresrreresrrressreresererssrereseeereseerese 30 How to Manage Synced Tool Preferences cccccssssccccessececeeseccccescceseeseceseuecesseneceeseneeeenas 30 Manainn PreleTenCe S eese E EO 30 Changing the Location of your Synced Folder ssssssesseesrssesrnssreserressrnsrressrresrensreeseeee 33 Pasing SV CPT OC CSS caa 37 VIEWING Warning MeSSaGS ccssccssccsecesecesccsscccseccseceseecseccseecseeseeecseetseeseeseeeteeseeeseeees 38 PAN Se SMa NS NCS rerna aE E E waenseene 39 How to Create a New Team Shar e ccscccccccccceesssseeccccccseueesseeececeessaeeuseeeceeeessuaeaeeeeeeeeeneaas 39 How to Share with Third Parties in the Web Portal cccscccccccccssesssseeeceeeeseeeesseeeeeeeeseaas 40 How to Share with Third Parties in Synced TOOl ccsccccssececcessececeeseceeeeecesseeceeeeneeeeeas 41 How to Manage Guest Accounts cccceccseccsececcscceeceseceeecseceecsseceseseceeecsseceeceeceaecesesaeeneees 43 How to Manage Shared Items cccccccsssecccesececeenscccceesececeenec
3. In addition to managing and sharing files and folders you can also keep track of file listings and activity directly from the web portal With the file report you can generate reports for all of your files and export the report to your local machine Use the File Report page in the web portal to generate these reports With the activity log you can track all usage across the system view audit trails and track activity on Team Share users and guest accounts Use the Activity Log page in the web portal to filter activity based on a set of criteria How to View File Reports The File Reports page allows you to keep track of all of your content in the system from one central location In the File Reports page you can filter by a specific folder or Team Share You can then view the files within the folder the date that each file was modified and the size of the file You can even export the report to your local machine To view file reports 1 Inthe web portal click the File Reports tab The File Reports page displays 2 Inthe File Reports page use the Show Reports For drop down menu to filter files within a specific folder or Team Share The page refreshes to show files based on your selection The information displayed for each file includes e Found In the folder in which the file is located e File the path and the file name e Modified the date the file was modified e Size the size of the file gt Tr v Fil
4. THE AGREEMENT GOVERNS CLIENTE ACCESS TO AND USE OF THE ANCHOR SOFTWARE AS FURTHER DEFINED BELOW THE SOFTWARE gt 1 accept the agreement 0 Ido not accept the agreement gt 95 User Guide 6 Inthe nstallation Directory screen select the location where you want the installation files to reside on your local machine In most instances you can accept the default location Click the Next button to continue amp Setup Installation Directory Please speofy the drectory where Synced Tool wil be installed Installation Directory C Program Fies x86 Synced Toa 7 ES Setup Ready to Install Setup is now ready to begin installing Synoed Tool on your computer Instaliuide gt 36 User Guide When the Setup Wizard completes you can optionally click the Create a Desktop Shortcut checkbox Then click the Finish button ES Setup Completing the Synced Tool Setup Wizard J Create a Desktop shortout How to Register Synced Tool After Synced Tool is installed it must be registered to your user account so that it can recognize the files and folders that belong to you To register Synced Tool on a Windows or Mac machine 1 2 Aie After the Setup Wizard completes the Registration Wizard will automatically launch Alternatively click the Synced Tool icon on your computer s system tray or menu bar and select Register The Registration Wizard displays Note On a Window
5. Enter your passcode OUL 1 2 3 4 J 6 GHI JEL MIN al gt ii When accessing the mobile app in the future you will be prompted to first enter this passcode siTe User Guide 2 When you have access to your account you can use the app to open and view files manage files and upload content For example a Press the Files button to view and manage your files and folders you can rename or move an item or mark it as a favorite b Press the Backups button to view a list of your backups c Press the Favorites button to view a list of items that you have marked as favorites d Press the Upload button to upload content such as images from your phone to the server e Press the Settings button to view your account information such as the app version your user name space usage passcode lock settings and local storage settings You can also turn on the option to only upload content over a wifi connection 3 Optionally you can lock a file or folder within a Team Share To lock a file or folder a Press the Files button The Files screen displays b Inthe Files screen press the Edit link at the top right hand corner of the screen lt Files Share 1 Name Date Size lype folder 2 bAi User Guide c Select the appropriate file or folder and then press the Lock button at the bottom of the screen The item is now locked preventing other users from accessing your content Files Cancel Name Dat
6. Click the Rename My Version button to rename your copy to include the term collision appended to the end When this option is selected you will see two files the original_file_name file and the original_file_name_collsion file e Click the Discard My Version button to discard your copy without saving changes e Click the Open Folder button to open the location of the file allowing you to view the file before making a decision e Alternatively click the Resolve Later button to resolve the collision at a later time a Actions 1 These files can t syne up doan without your intervention FILE Test tet Document tit PATH C Laer Admina ator Syrer oder fest Team Shane Test Poite reat tat Choum ef MF User Guide Part 7 Revisions When you edit a file the system keeps track of each revision Using the revisions feature in the web portal you can view and optionally restore older versions of files This feature is useful when you make a mistake editing and saving a file or if you want to see revisions made by other members of your Team Share How to View and Restore a Revision When working in the system you might find it useful to view a list of revisions to a file In certain circumstances you might even want to restore an older version of a file To view and restore revisions in the web portal 1 The Browse File Revisions page displays listing all revisions of the file 2 Inthe Browse File Revisions pag
7. change the following information 30 User Guide e The sync status message area shows the current state of the sync process including whether the files are up to date pending sync or currently syncing e The space status bar shows how much space is being used e The Device Account info area shows account details and also allows you to unlink or unregister your machine e The Notification Options area allows you to configure notification settings including whether or not you want to hide your desktop icon or hide notifications B SyncedTool Preferences All fles are up to date ced ME 6 Free Device Account Info Device ACCOUNTS Notification Options M Hide desktop icon D Desktop nobfica tans Lox Cancel e Apply 3 Click the Bandwidth tab to configure how fast content is uploaded to the server You can set a specific limit or decide not to limit bandwidth Please note that administrator settings might override your personal settings Corestorene General Bandwidth Proxies Advanced Exduded Activity i Don t Lint feo Limit to KB s ML w Dont Limit Limit to KBys 4 Click the Proxies tab to configure proxy settings for your network You may select from e No proxy which indicates that proxy settings are not set e Detect Automatically which auto detects proxy settings from your system or network saie User Guide e Custom whic
8. click the item and select lock n a HAt Laien si taii i Dio iwe reece Show La teg lt Ti mento j The item is now locked and is read only for everyone else in the share 2 When you are finished editing you must unlock the item To unlock the item right click the file or folder again and select unlock How to Lock Files and Folders in Synced Tool In Synced Tool you can place locks on a whole Team Share a subfolder in a Team Share or a file in a Team Share When an item is locked it will become read only for others subscribed to the Team Share To place a lock on a file or folder on a Windows or Mac machine 1 In Synced Tool right click on a Team Share or file point to the Synced Tool menu item and select Lock 45 User Guide 2 Alternatively to lock the folder or file for a specific amount of time point to Lock for and select a time period including 30 minutes 1 hour 3 hours 6 hours or 1 day g Work in Progress Open Open in new windia Synced Tool e lg View on web a Share link Ta Restore previous versions Inchode in library j Leck Send to ee ee 1 hour Cut 3 hours Copy 6 hours Create shorteut 1 day Chelate Renan Properties How to Resolve Collisions If you forget to lock a file or folder before you begin making changes you might encounter instances where another user account has made changes to the same item at the same time This is called a coll
9. directly on your Windows Phone device To use the Synced Tool Windows Phone app 1 In your Windows Phone press the Synced Tool app icon to launch the Synced Tool app The Synced Tool login window displays prompting you to enter your login credentials including a Inthe Host field enter the host of the system for example syncedtool com b Inthe User field enter your username for example user mail com c Inthe Password field enter your password 2 When you have access to your account you can use the app to manage content For example ae Le User Guide a Press the Files link to view and manage your files Co D a ALL PILES files fa oa News q Create dmo file docx tT _L4G amp modifhed 8 months ago 4 Funny Picture jpg b Press the Favorites link to view a list of your favorite items m favorites i Fr E BS eee F eee F ee User Guide c Press the Backups link to view a list of your backups Se aa backups 20 e User Guide Part 4 Synced Tool for Windows and Mac Machines In addition to using the web portal and mobile apps you can also manage files and folders from your computer local machine using Synced Tool Synced Tool includes a folder called Synced Folder which stores your files and folders on your local machine Files and folders that are added to Synced Folder will automatically sync to the web portal and any other devices you have
10. open view and manage content For example skile User Guide a Press the My Files link to view and manage your files and folders you can rename move or pin an item for offline viewing b Press the Recent Files link to view your most recent files c Press the Offline Files link to view a list of pinned files that can be viewed offline d Press the Backups link to view a list of your backups ay Hirs _ y hay Files i ecent Files ad Offline Files EA Racku ps 3 Optionally you can lock a file or folder To lock a file or folder a Press the My Files link The My Files screen displays b Inthe My Files screen select the file or folder within the Team Share that you want to lock c Inthe top right hand corner of the screen press the more options button and then press the Lock link The file is now locked 4 Youcanalso view and edit files To view and edit files a Press the My Files link The My Files screen displays a User Guide b Optionally press the Pin icon to save the file locally for offline viewing or editing The pinned file will appear in the Offline Files screen Tent file 1 docx Aij F 200 7 OME Test file 1 tkt w my 2 200 208 s c Inthe My Files screen select the file you want to edit A pop up window displays prompting you to select a third party file editing application Complete action using d When you are finished making edits press the Save bu
11. 1 On your computer local machine open Synced Folder in an explorer window Synced Folder displays j E jo e SyrcedFolder Files amp Organize Ga Open Share wath New folder ai Favorites Pam EE Desktop d Files a Deva ntlcuaed Recent Places ES SyncedFolder 2 Drag files or folders into Synced Folder Alternatively you can save files to Synced Folder directly from the application in which you are working for example Microsoft Word 3 Use the icons to understand when your files are syncing For example e A blue icon on a file indicates that the file or folder is currently syncing E a di SyrcedFolder Files Share wath New folder Name T 2 Recent Places ES SyricedFolder e Agreen icon means that the file or folder has successfully synchronized and is available in the web portal and on your mobile devices d SyreedFolder Files Organce wa Open Shore wath Mew Folder a oy Favosiles Mart E nenies d Dewniosds Recent Places ES SyncedFolder How to Manage Synced Tool Preferences Using the Synced Tool icon on your computer s system tray you can manage preferences pause a sync process and view warning messages Managing Preferences To manage your preferences or to change your settings 1 Click the system tray icon and select Properties The Preferences dialog box displays showing the General tab 2 Use the General tab to view or
12. Web Portal You can share links to files directly with third parties without using Team Shares You can share files with users in your organization and outside of your organization To share a file with a third party from the web portal 1 40 Right click the file or folder and select Share User Guide A Share Access dialog box displays Share ress Secure Share amp Public Share URL lhttps syncdemo syncedtool com shares file Share Options Expiraton Date 2014 07 31 Oranioad Lint Moy on Lice Share Firth Reomants email email com Modify New Recipients Everyone hace Pcl epic an Upka Can Heire 2 Inthe Share Access dialog box configure settings for sharing the link including e The Secure Share option which sends password protected share links to items e The Public Share option which sends standard share links to items e The Share Options settings which allow you to select whether the share link will expire after a certain date and if each recipient should be limited to the number of times the item can be downloaded e The Share With settings which allow you to email your items directly from within the Share Access dialog box e The Permissions settings which allow you to specify permissions for the recipient including whether he or she can upload or delete content How to Share with Third Parties in Synced Tool In addition to sharing files and folders wi
13. a local machine you will need to unlink and then relink the agent to the appropriate user account 1 Click the File Sync Tool icon on your computer s system tray or menu bar and select Properties The Preferences dialog box displays 33 User Guide Note On a Windows machine the icon is located in the lower right hand corner of the screen on a Mac machine the icon is located in the upper right hand corner of the screen 2 Inthe General tab of the Preferencesdialog box click the Unlink Device button A popup message displays indicating that unlinking the device will stop the sync process but will not delete the files on the computer aA User Guide 3 Click the OK button to confirm and continue The Preferencesdialog box refreshes to display a message indicating that registration is not complete 4 Click the OK button to close the Preferences dialog box 5 Now that the device is unlinked click the File Sync Tool icon again and select Register The Registration Wizard displays 6 Click the Next button to start the Registration Wizard 7 Inthe Log in screen you will be asked to log in using your existing credentials After you enter your credentials click the Next button to continue 35 8 Inthe Choose Setup Type screen select Advanced to choose your Synced Folder location Click Next to continue Advanced Choose your SyncedFolder location 9 Inthe Choose Your Synced Folder Locati
14. ck the Files tab to access your files and folders e Click the Shares tab to access Team Shares items shared by you and items shared with you e Click the Guests tab to collaborate and share with people outside of your organization e Click the Backups tab to create and manage your backups e Click the File Report tab to view or export a list of your files e Click the Activity Log tab to review your activity within the system att Files Shares Guests Backups File Report Activity Log How to Upload Files in the Web Portal When you create folders and upload files in the web portal all of these items will propagate down to any of your connected devices such as your mobile phone or your local machine You can also access your uploaded content from any computer that has a supported web browser and an Internet connection To upload files in the web portal 1 Inthe web portal click the Files tab The Browse Files page displays 2 While inside the appropriate folder click the Upload Files button The Upload Files page displays 3 Inthe Upload Files page you can drag and drop files onto the page and click the Upload button The files will upload User Guide 4 Alternatively click the Add Files button to manually search for files on your local machine You will be presented with an Open dialog box that will allow you to select files from your machine Click the Upload button when you are ready to upload the selected fil
15. connected to your account You can use Synced Tool on both Windows and Mac machines How to Download Synced Tool When you download and install Synced Tool you can access your files and folders directly on your computer local machine To download Synced Tool on a Windows or Mac machine 1 Click the Download App button in the web portal Oowniesd Ape p gt i re Files ares Guests Backups File Report Aciwity Log The Download page displays 2 In the Download page select either the Windows Agent or Mac Agent button The selected file will start to download or you will be prompted to save the file depending on your browser type Outo Plugin Far PC Lj 0 3 Ancrow Ape D5 Ace inoows Prone App 3 When the file finishes downloading click the installation file to launch the Setup Wizard 24 User Guide 4 Click the Next button to start the Setup Wizard 5 Inthe License Agreement screen click the accept the agreement radio button if you accept the license Then click the Next button to continue License Agreement Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation ANCHORBOX LLC USER AGREEMENT IMPORTANT READ CAREFULLY THIS USER AGREEMENT THIS AGREEMENT IS A LEGAL AND BINDING CONTRACT BETWEEN YOU AND THE COMPANY LICENSING THE SOFTWARE CLIENT ON THE ONE HAND AND ANCHORBOX LLC ANCHOR ON THE OTHER
16. e Lined Files Fie upload Open u L Expense Organice Mew tolder P dart O ExpenseReport Tt How to Manage Files and Folders in the Web Portal You can manage all of your files and folders in the Browse Files page of the web portal In this page you can create folders upload files and manage revisions You can also manage individual folders and files To manage items in the web portal 1 Inthe web portal click the Files tab The Browse Files page displays 2 Inthe Browse Files page you will see a list of all of your files folders and Team Shares search fies itear Smbat Mentett 3 You can use the toolbar buttons to manage content in the selected folder a Click the Create Folder button to create a new folder inside the web portal b Click the Upload Files button to add files to the web portal c Click the Rollback button to restore the selected item to a previous version d Click the Show Deleted button to show files that have been deleted e Click the Restore Deleted button to return any deleted files to their original location User Guide f Click the Erase all Revisions button to erase previous revisions uw Cipier acp oret Detete h pate Foii G Upisa Fikes J Hotibect 3 4 Alternatively you can use the folder menu to manage individual folders Right click a folder A menu displays w b Inthe menu you can c Click the Download ZIP link to do
17. e click the Download Revision link to download a previous revision The file will download and you can review the previous version 3 Alternatively click the Restore Revision link to overwrite the current file with the previous version RAOSE fil kevser yververw iil Dowtiogd Revinar Restore Roron A User Guide Part 8 Backups You can create backups of files and folders that exist on your local machine You might want to create a backup of a file or folder that you want to protect but do not want to sync Backups do not reside in Synced Folder and cannot be shared with another user account To create a backup you can use the Backups tab in the web portal where you can also manage and restore backups Alternatively you can create backups directly on your local machine How to Create Backups in the Web Portal When you back up a folder you can access your backups from the web portal and from mobile apps All new changes are continuously backed up Additionally backups include revisions to files To back up a folder from the web portal 1 Inthe web portal click the Backups tab The Backups page displays listing all of your existing backups Harup E mn cmon Faite Creamed Maris pe E CusenDesune 0 Fasti Ob October Of 2014 O x 2 Inthe Backups page click the Create Backups button The page refreshes to allow you to navigate your local machine and select the folder you want to back up 3 Cl
18. e view and edit Team Shares Shares fenm Shares e hems Shared He You i irma Shared Wih Yne Team Shares lt Shere Crested Marage oe Dot Leet lates Saper 25 2074 a a Optionally click the arrow to expand a Team Share Shoes ifam Snares Bb laan eens DO sere Seared hy Yoo bean Seared WRA Yi Team Shares i C ame tee Umir b Click the On button to receive a Daily Digest email for the selected Team Share A Daily Digest email will outline detailed information about events that occurred within the Team Share You will receive a daily email until you turn off the Daily Digest option e User Guide 44 Click the Items Shared By You button to track how many times an item you shared has been viewed downloaded and whether or not it is set to expire on a certain date You can also click the arrow to expand an item which allows you to view detailed information about the user that received your shared item Shams Sharta Rw Yi u p lioms Shared Sy You Items You Have Shared tens Shered With You Pie or Forder Vian Dowr cects tree Marege Fan Shared Metta Orra hoc D 0 Utami None i x Click the Items Shared With You button to view files that were shared with you by others in your organization as well as information about who shared the file and what access rights you were given including read write and delete Shares Shared Win You be lean Shares D ers Shared f
19. e Next button to continue Choose setup type Typical Setup SyncedTool using typical default settings o Advanced Choose your SyncedF older location 6 Inthe Choose your Synced Folder location screen click the Change button to specify another location on your local machine Click the Next button when you are finished Note A folder named Synced Folder will automatically be created within the location you select You do not need to manually create a folder titled Synced Folder C Users Custom SyncedFolder A folder name SyncedFolder will be created within the folder you choose 7 In some cases if you have previously installed Synced Tool using the same settings you will receive a warning message indicating that a folder already exists Click the OK button to merge with the existing folder and then continue with the Registration Wizard 8 Click the Finish button when the Registration Wizard completes 29 User Guide How to Upload Files in Synced Tool When files and folders are added to the web portal they automatically propagate down to your local machine you can then find these files and folders inside your Synced Folder In the same way files and folders that are added to Synced Folder will automatically sync to the web portal and any other devices you have connected to your account You can use Synced Tool on both Windows and Mac machines To upload files in Synced Tool on a Windows or Mac machine
20. e Servers Browse Stomen 2 Inthe Connect to Server window enter your server address for example https dav syncedtool com and click the Connect button 3 When prompted enter your username and password Active Directory users must enter credentials as domain username 4 When you are finished click the Connect button ae
21. e Size Type folder 1 Select a folder and press the Lock button 4 You can also view and edit files using a third party application To view and edit files a Press the Files button The Files screen displays b Inthe Files screen select the file you want to edit c While inside the file press the Share button at the bottom of the screen 19 User Guide d Inthe Share menu press the Open In link and then select a third party file editing application You can edit the file in the third party application 5 You can also share files and folders directly within your app To share a file or folder or to send a secure share a Press the Files button The Files screen displays b Inthe Files screen find the file or folder that you want to share and slide it to the right Press the Share button c Tosenda share link press the E mail link option Alternatively to send a secure share press the E mail secure link option 9G lt User Guide Note If your administrator has configured settings to only allow secure shares you will only have the option to send a secure link E mail secure link E mail link Copy link to clipboard You will be prompted to select a recipient and compose an email message How to Use the Windows Phone App If you use a Windows Phone you can download the Synced Tool Windows Phone app in the Windows Phone store The Synced Tool app allows you to view and manage files
22. ed Tool for Outlook on your computer How to Configure the Outlook Add In After you install the Outlook add in you can configure default share settings and attachment policies 1 When you launch Microsoft Outlook for the first time after installing the Outlook add in the Synced Tool Wizard displays prompting you for login credentials a If prompted enter the host name of your organization in the Host field for example syncedtool com b Inthe Username field enter the same username that you use to access the web portal c Inthe Password field enter the same password that you use to access the web portal d Click the Next button when you are finished Gd Welcome to Synced Tool RI for Outlook Username Email Password 2 Inthe Choose your Default Share Settings screen set default settings for how you share links 58 User Guide a Click the Notify on download checkbox to send notifications when the share is downloaded b Click the Download limit checkbox and enter a download limit number to limit the number of times the share is downloaded by each recipient c Click the Expire share after checkbox and enter a number of days to set a share to expire after the specified number of days d Depending on your administrator s configurations you may also have access to the Secure Share by Default checkbox Click this checkbox to send all content as secure shares If this option is selected all rec
23. ed User Actions 0 DD of 10008 used Properties Ext Viewing Warning Messages In addition to managing preferences and pausing a sync process you can manage Synced Tool warning messages using the system tray icon 1 Click the Synced Tool icon on your computer s system tray or menu bar The Need User Actions message displays in the menu Open SyncedFolder Go te web portal All files are up to date 0 0 of 1066 used Pause Sync Propertpes Exit 2 Inthe menu click the Need User Action link The Action dialog box displays 3 Inthe Actions dialog box decide how you want to resolve your issue For more information please reference the How to Resolve Collisions section of this guide ae User Guide Part 5 Sharing Files You can collaborate and share files in many ways including e Team shares which is a shared folder that can be accessed by groups of users Team shares can be configured for users in your organization e Individual shares which allow you to share a direct link to a file or folder rather than sharing an entire area Individual shares can be configured for users in your organization and outside of your organization You can send a public share to recipients inside or outside of your organization alternatively you can send a secure share which requires login credentials If you send a secure share to a recipient outside of your organization the system will create a guest account for that use
24. eeeeesccesseseceseuecesseeceetenseeetas 43 Part 6 Locking Files and FOlders cscscsscscscscsccccscsccccecscsccccccscsceccecscncececcscscesescecscesess 45 How to Lock Files and Folders in the Web Portal ccsssssecccceeseeesseeeeceeeessaeesseeeeeeseneaas 45 How to Lock Files and Folders in Synced Tool ccccssseccceesececcesscceceeseceseeseceeseneceeeenseeenes 45 HOW TO Resolve COIMSIONS sec ccasccecave covvace saccerceveviwnsansieedawsswensbbasdeecesavdwcacesseadiesiveeibbendemesecnonvans 46 Pan 7 REVISTO asap cahe ac an ana at E E E eae 48 How to View and Restore a REVISION sssseccccceeeseeccceceesececceaeeeecceesseueeceesauaeeceeeeaeeeseeeeeas 48 PAU ACK NS ac eecti ves ene va E AE 49 How to Create Backups in the Web Portal cesccccsssececeeseceeeescceeeeseceeeesecesseeeceeteeneeeees 49 How to Create Backups On your Local Machine ccsccccesseccecesseceeeeseceteuseceeeeneceeeenseeeees 50 How to Manage Backups in the Web Portal cccccccsssecccesececeeecceeeeseceseeeeceteeeeceeseneeeetes 50 Part 9 File Report and Activity LOg ccscsscscscsccscscsccccccscsccccecscsceccecscscececcecsceseececscssess 52 How to View File REDON US srecne eierne cxgunntendsannadiedannpaesdnecadecuiesmtiveds 52 HOW BO T CRAC VI oa E E 52 Part 10 Outlook AGG ssssessrs esinen TE Ea Na 54 Configuring the Outlook AGS Is casscmesscxcctvesscuceatscnsautisnwssataneustnwsveuienceseudocendeuns
25. em for a pre determined number of days Within this timeframe you can restore a deleted file Please contact your administrator for more information Soeete Pokies OG Upiw aes IO Mea 1 Vea Dreri 0 Mesire Miri m kimmy Races aa A Note about Excluded Extensions While most of your files and folders will easily sync across all of your devices certain system files and folders as well as temporary application files will not sync Your administrator may have also configured other file extension types such as application or video files to be excluded from the syncing process You can add files with excluded extensions to Synced Folder but they will not display in the web portal or in your mobile apps If you upload a file with an excluded extension through the web portal you will receive a notification that the file is on the exclusion list This file will not appear in the web portal or in your mobile apps Files Shares Guests Backups File Report User Guide Part 3 Mobile Apps In addition to using the web portal or the agent on your local machine you can manage files and folders from an app on your mobile device Mobile app versions include Android iOS and Windows Phone ar we Windows Agent Mac Agent Outlook Plugin For PC j D E Android App iO Windows Phone App How to Download Mobile Apps You can manage your files and folders from various mobile apps including the Android app the iOS app
26. ept the license Then click the Next button to continue License Agreement Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation ANCHORBOX LLC USER AGREEMENT IMPORTANT READ CAREFULLY THIS USER AGREEMENT THIS AGREEMENT IS A LEGAL AND BINDING CONTRACT BETWEEN YOU AND THE COMPANY LICENSING THE SOFTWARE CLIENT ON THE ONE HAND AND ANCHORBOX LLC ANCHOR ON THE OTHER THE AGREEMENT GOVERNS CLIENTE ACCESS TO AND USE OF THE ANCHOR SOFTWARE AS FURTHER DEFINED BELOW THE SOFTWARE gt 1 accept the agreement 0 Ido not accept the agreement 56 User Guide 6 Inthe nstallation Directory screen select the location where you want the installation files to reside on your local machine In most instances you can accept the default location Click the Next button to continue r5 x Installation Directory Please specify the drectory where Synced Tool for Outlook wil be installed Installation Directory C Program Fies x86 Synced Too for Outlook RS 7 Inthe Ready to Install screen click the Next button to begin the installation process Ready to Install Setup is now ready to begin instaling Synced Tool for Outlook on your computer EFs User Guide 8 When the Setup Wizard completes click the Finish button So x Completing the Synced Tool for Outlook Setup Wizard Setup has finished installing Sync
27. es D cw Food 1 fira Votes Sue 3 Optionally click the CSV button to export the report to your local machine How to Track Activity The Activity Log page allows you to track activity across the system from one central location Using the Activity Log page you can track usage view audit trails and follow activity on Team Share users and guest accounts To track activity ae User Guide 1 Inthe web portal click the Activity Log tab The Activity Log page displays 2 Inthe Activity Log page use the drop down menus to filter activity based on a set of criteria including e The Show Activity In drop down menu where you can select which folder or Team Share you want to track e The with activity type of drop down menu where you can select the type of activity you want to track e The between date fields where you can enter the date on which the activity occurred e The Show Activity By drop down menu where you can select the user who performed the activity e The filename contains textbox where you can enter at a set of characters that should be included in the search 3 When you are finished entering criteria click the Submit button You will be presented with a list of activities that meet your selected criteria 55S S User Guide Part 10 Outlook Add In The Outlook add in allows you to email links to files and folders using your Microsoft Outlook application When you use this feature you can share l
28. ey 1 495 Banks Road Kelowna BC V1X 6A2 Ge NorthernComputer 431 Dawson Avenue Penticton BC V2A 8E2 YOUR Tel 250 762 7753 TF 877 257 2896 Fax 250 861 1861 itl Table of Contents SyncAnywhere End User Guide ccscscsccscscscsccscsceccccccscsccccccscsscscecscsceccecscscescececscssescecs 1 Table OF Contents secsec E iosansaecemcucerecnsctetescecdatusenedesunacseecemacesoswucnec 2 Part 1 Genine Started esicrnerinikneni seis anin EEEE 1 How to Log in to the Web Portal csscsesssssseconscscunssscseoussectossscueussscneossseseoussscuenssseneues 1 How to Manage Account Settings ssessessessessessessersersersrrsreseesrrsressesrrssesrrereesessesseeseesee 1 Part 2 The Web Portal sossiirsionsi e a a 4 How to Upload Files in the Web Portal cccccccsssccccessececesececeeeceeeeeeceeseeseceseunecessegeceeseees 4 How to Manage Files and Folders in the Web Portal ccccccesseccccsseeeeeeeseceeeeseceseeeeceeseees 5 A Note about Excluded Extensions ssccccccccccessssseccccceseaeeseccccceessaeeseeeceseeseuaeseeseseeeesaags 7 Part 32 Mobile ADDS cssccsvcsoxsctestesiessecewsseseresecicnassesswssevnasuetenaneavestecivnasreonetverncsieteresesiesuesssiis 8 How t Download Mobile Apps errsiscisiieirrisier EEA 8 How to Use the Android App esessssssesssrenssrrerssrrrssrrerssrrrrssreressrerssreresrreessreresereresreressrereseeresene 9 OW TOGO TEO A a E 15 How to Use the Windows Phone App
29. h allows you to apply custom proxy configurations if you are unable to automatically have the system detect your proxy server settings If you select this option you must configure the Proxy Type the Server the Port and a Username and Password Proxy beta T No procy Detect Automatically E Custom Proxy Type HTTP Server Pert LEernanne Password 5 Click the Advanced tab to view or change advanced preferences including e The Sync Folder Location path which displays your root directory where files are stored e Your language preference e Auto locking preferences which determines whether or not files are automatically locked never locked or if you should be prompted each time you open a file e Privacy preferences which prevents others from remotely browsing the contents of your Synced Folder General Bandwidth Proxes Advanced Exduded Activity Sync Folder Location aa 3 User Guide 6 Click the Excluded tab to view a list of files that are being excluded from the sync process and why they are being excluded For example a file might be excluded based on the file type Symcedtool Preferences T as 20 14 Oct 48 11 47 47 Cie 2 14OctaS 1123 Crs 20 1440ct8 14 52 Cies 20 14 Oct408 11 49 10 Crus 20 14 Oct 08 11 99 28 Cie O 2014 Oct08 11 49 45 Cris Changing the Location of your Synced Folder If you want to move Synced Folder to a new location on
30. heweaudewevennendss 54 Using the Outlook Add In cccccccsssecccesececeeneccceeesececeusececeesececseseceseuecessuecesseneceeteneeenen 55 How to Install the Outlook Add In ccccccccccccsssssseececcecssaeesseeececeesseeeseeeeeeesssuaeaeeeeeeeeneaas 55 How to Configure the Outlook Add In sesssessssensssresesrrrsrrerssrrrssrreresrrressreresererssreresrerreseerene 58 How to Use the Outlook Add INserscsissrenonsie rnini ni E EE 60 Pare LE WeDDAV eria EE 62 How to Map a Network Drive on a Windows Machine ccccccsseececeeseceteeseceeeeeeceeeeneeeeees 62 How to Map a Network Drive on a Mac OS X Machine cccccccsssecceesseceeeeseceeseeceeeenseeeees 63 User Guide Part 1 Getting Started Your File Sync Tool allows you to share files and folders across your devices and help you collaborate and share content with others Using the system you can e Collaborate with members of your organization as well as with people outside of your organization e Manage file revisions and versioning e Audit and track your files e Share files and folders through email with the Outlook add in and e Back up and restore important files This User Guide will help you set up and use the system and will provide you with the information you need to incorporate the system s toolset into your daily work activities How to Log in to the Web Portal When a user account is first created for you you will receive a Welcome emai
31. ick the Save button when you are finished The page refreshes to show you all backups that have been configured Harctups emman fokier Crestet Manage cusensConecs Ccwper 25 2034 t S x Filepae 0 49 User Guide How to Create Backups on your Local Machine In addition to backing up folders in the web portal you can also back up your folders directly from your local machine Like backups configured in the web portal backups configured on your local machine continuously back up new changes and will keep revisions To back up a folder from your Windows or Mac machine 1 Right click the folder you want to back up A menu displays 2 Point to the Synced Tool menu item and select Back up this folder L Folder 01 Open Open in new window Share with a Back up this folder WI SyncedTool include in library Pin to Start Pin to Start menu Classic Shell Send to Cut Copy Create shortcut Delete Rename Properties Your browser opens displaying the newly created backup Hactups w Saip gt Create Backup fokter Crested Marage cCWeenstConmeck j Ea ee on How to Manage Backups in the Web Portal You can manage all backups by clicking the Backups tab in the web portal In the Backups page you can manage the content of backups browse the content of backups delete backups or restore backups To manage backups 1 Inthe web portal click the Backups tab The Backups page displays sh
32. inks to Synced Tool items as well as local content directly from within your email platform Additionally the Outlook add in keeps track of the items that you have shared by creating and populating a Shared Items folder in your Synced Folder Other benefits of the Outlook add in include the ability to send links rather than standard attachments to large files and folders and the ability to send items as secure shares Additionally because the add in integrates with Synced Tool you always have a backup of your items without needing to store attachments within your email client Note This feature is supported in Windows environments both 32 bit and 64 bit Microsoft Outlook for Mac does support third party add ins Note Disabling the Outlook setting Use Cached Exchange Mode will prevent the add in from generating share links when composing emails Configuring the Outlook Add In When you configure your default settings you can decide to e Send notifications when a shared item is downloaded e Limit the number of times a shared item is downloaded e Expire a shared item after a specified number of days or e Depending on your organization policy settings send all items as secure shares Note You can optionally configure the Outlook add in so that all items are sent as secure shares however if certain policies are enabled for your organization this feature is turned on by default and you will not be able to configure this opt
33. ion Additionally when configuring your default settings you can determine how the Outlook add in manages your sent content When you send items through the Outlook add in a new Shared Items subdirectory is created for you in your Synced Folder By default this folder is located at the top level of your Synced Folder but you can change its location when you configure your Outlook add in preferences 54 g Shared Items When you compose a message in Microsoft Outlook you use the ribbon buttons to attach content in a variety of ways including e Browse and select files and folders stored in Synced Tool or e Browse and select a local file stored on your machine Note When you send local files they are then stored as Synced Tool content in your Shared Items folder Before you can use the Outlook add in you must first download it from the web portal To download the Outlook add in 1 Click the Download App button in the web portal The Download page displays 2 Inthe Download page click the Outlook button The file will start to download or you will be prompted to save the file depending on your browser type 3 When the file finishes downloading make sure Microsoft Outlook is closed and click the installation file The Setup Wizard opens User Guide 4 Click the Next button to start the Setup Wizard 5 Inthe License Agreement screen click the accept the agreement radio button if you acc
34. ipients will be required to log in to access the shared content Recipients who are not members of your organization will be added as guest users a guest account will be created for the recipient and login credentials will be provided e Click the Next button to continue gS Synced Tool Settings Server Settings Default Share Settings r E Notify on download E Download limit Expire share after Secure Share by default 3 Inthe next screen set default attachment policies a Click the Automatic radio button to automatically use the Outlook add in for attachments over a certain size b Click the Always use Synced Tool for attachments radio button to automatically use the Outlook add in for all attachments c Click the Advanced radio button to only use the Outlook add in when selected d Click the Use default folder checkbox to use the default location for storing shares configured from Outlook If you uncheck this checkbox you will be prompted to select another location on your local machine 50 User Guide e Click the Next button to continue synced Too Wizard lucia Choose how you would like the Synced Tool Quilook Plug in to handle your attachments Automatic use Synced Tool for attachments over 9 Always use Synced Tool for attachments E Advanced Use Synced Tool Only when choose Please specify a folder where all your files will be uploaded J Use default folder Shared Itema
35. ision When a collision occurs the system will notify you of the conflict with a Need User Action message allowing you to resolve the collision in one of the following ways e Rename My Version Your copy is renamed to include the term collision appended to the end When this option is selected you will see two files the original_file_name file and the original_file_name_collsion file e Discard My Version Your copy will be discarded without its changes being saved e Open Folder This option will open the location of the file allowing you to view the file before making a decision To resolve a collision on a Windows or Mac machine 1 When a collision occurs you will see a Need User Action icon ywerPount opb 1 201d ole PM PPTK File bytes Date medmet 17 2014 1 30 PM 183 bytes E Computer 2 Click the Synced Tool icon on your computer s system tray or menu bar s 6 User Guide Note On a Windows machine the Synced Tool icon is located in the lower right hand corner of the screen ona Mac machine the Synced Tool icon is located in the upper right hand corner of the screen The Need User Actions message displays in the menu Open SyncedFolder Go to web portal All files are up to date 0 0 of 1068 used Pause Syne Froperties 3 Inthe menu click the Need User Action link The Action dialog box displays 4 Inthe Actions dialog box decide how you want to resolve the collision including e
36. issions settings which allow you to specify permissions for the recipient including whether he or she can upload or delete content User Guide How to Manage Guest Accounts Guests are special accounts that are created for individuals outside of your organization You can manually create a guest account and give that guest account access to content Alternatively if you send a private individual share invitation to a person outside of your organization you are automatically creating a guest within the system You can manage your guest accounts using the Guests tab inside the web portal To manage guest accounts 1 Inthe web portal click the Guests tab The Guests page displays listing all of your existing guests 2 Use the tools in the Guests tab to manage guests including e The Create Guest button which allows you to manually add a new guest e The Remove button which allows you to delete an existing guest Coins Ae c OUTS Coote Goest Dal n z ate How to Manage Shared Items Name Company Marne Hamove You might find it useful to keep track of items in Team Shares as well as items you have shared with third parties Using the Shares tab in the web portal you can generate and view reports that allow you to manage these shared items To track shared items 1 Inthe web portal dashboard click the Shares tab to manage your shares You can 2 Click the Team Shares button to access controls that allow you to creat
37. l from your administrator providing you with important information to help you get started using the system For example your email might include a link to the web portal a username or an email address and a password 1 Navigate to the URL listed in your email or https northern syncanywhere ca 2 Enter your username or email and password 3 Click the Log In button a Login Jserame Emal Password Forgot Password co Not your organization You now have access to the system How to Manage Account Settings In the web portal you can update your account settings including your name email address and password You can also set up advanced settings such as Two Step Authentication quota alerts and WebDAV access To manage account settings 1 Northern Computer SyncAnywhere User Guide 1 Click the Logged In As button in the web portal 4 Logged in as End User E Download App gt Logout The Account Settings page displays Account Settings Oraniin Default Organization Era Mame Last Hame Change Paseword Tiet shen puiheniiati T Paart Mobie Phone Humber T Shared Quota iT Organcaton a eng 14 11G of 1000 00 ndidual Space Quota GS fie Lhi ae eg Emale when raaeh HFE of ia BO of guoba 556 of paia DFS of quota SS of quota 10086 of quota n the Account Settings page you can update account information including a Use the First Name field to update your first na
38. me b Use the Last Name field to update your last name c Use the Email field to update your email address d Click the Change Password link to change your password e Use the Mobile Phone Number field to change your mobile phone number 3 Optionally in the Two Step Authentication section click the Enable button to enable Two Step Authentication Two Step Authentication adds an extra layer of security to your account Each time you log in to the web portal you will be prompted to enter an authentication code which will be delivered to you through a mobile app a text message or an email depending on your settings For more information please reference the How to Configure Two Step Authentication section of this guide 2 Northern Computer SyncAnywhere User Guide 4 Optionally click the WebDAV Access checkbox to enable WebDAV access 5 You can also use the Email Me When I Reach checkbox fields to configure alerts when you reach a certain percentage of quota 50 of quota 80 of quota 85 of quota O 90 of quota 85 of quota O 1004 of quota 6 Click the Save button when you are finished making changes to your account Northern Computer SyncAnywhere User Guide Part 2 The Web Portal After you have an account you can begin to create and upload content into the web portal In the web portal you can access your personal dashboard and manage your files folders shares and more For example you can e Cli
39. on screen click the Change button to select the new Synced Folder location on your machine Note A folder named Synced Folder will automatically be created within the location you select You do not need to manually create a folder titled Synced Folder User Guide 10 Click the Next button when you are finished When the Registration Wizard completes the registration process you will be able to access your Synced Folder from the new location Pausing a Sync Process You may find times when you would like to pause the sync process such as when you are getting on a plane when you want to conserve bandwidth or if you would like to work in isolation To pause a sync process on a Windows or Mac machine 1 Click the Synced Tool icon on your computer s system tray or menu bar and select Pause Sync Note On a Windows machine the Synced Tool icon is located in the lower right hand corner of the screen ona Mac machine the Synced Tool icon is located in the upper right hand corner of the screen The Pause Sync option will appear with a checkmark next to it and will remain paused until this setting is unchecked 3 7 User Guide 2 To resume the sync process click the Synced Tool icon on your computer s system tray or menu bar and select Pause Sync again The Pause Sync option will no longer display a checkmark and the sync process will resume Open Sync ed Poker Go to web portal Al files are up to date Ne
40. or the Windows Phone app You can find and download your device specific app in the following locations e Find and download the Android app in Google Play e Find and download the iOS app for your iPhone or iPad in iTunes and e Find and download the Windows Phone app in the Windows Phone site Alternatively you can access a direct link to your device specific app in the web portal To find your device specific app 1 Click the Download App button in the web portal Oownieed Ape Logo Files ares Guess Backups File Report Activity Log The Download page displays User Guide 2 Inthe Download page select either the Android App iOS App or Windows Phone App button a mA Windows Agent Mac Agent Outlook Plugin For PC oc one k xg Android App Windows Phone App You will be redirected to the page that will allow you to download and install your device s app How to Use the Android App If you use an Android device you can download the Synced Tool Android app in Google Play The Synced Tool app allows you to e Open and view files and folders e Lock files and folders e Share files and folders e Send secure shares of files and folders e Upload content from your device e Rename delete and move content and e Pin items for offline viewing To use the Android app 1 In your Android device press the Synced Tool app icon to launch the Synced Tool app The Synced Tool Login screen displa
41. owing a list of all existing backups 2 Inthe Backups page you can browse the contents of the backup a Click the Browse button Folger Creed Wreg aii e EIET November Od Hrid o x Piin The backup opens allowing you to browse its content 3 Inside the backup you can also 250 lt User Guide a Click the Create Folder button to create a new folder inside the backup b Click the Upload Files button to add files to the backup c Click the Rollback button to restore to a previous version of the backup d Click the Show Deleted button to show files that have been deleted within the backup e Click the Restore Deleted button to return any deleted files to the backup f Click the Erase All Revisions button to erase previous revisions to files in the backup Cessio O Upiosi ries search files abe mosies 2 mesion Odrie states w mos Op beet 20 271 we Ae 4 Inthe Backups page you can restore a backup to a specific location a Click the Restore button A Restore Backup page displays b Inthe Restore Backup page browse to select a restore point Optionally click the New Folder button to create a new folder as a restore point c Click the Save button when you are finished Aesiore Backup to Fobier E pe 5 Optionally in the Backups page click the Delete button to delete a backup The backup will delete Die User Guide Part 9 File Report and Activity Log
42. r With both Team Shares and individual shares you can share files and folders in the web portal or in Synced Tool How to Create a New Team Share Your administrator might have created Team Shares for you when the system was first configured but you can also create your own Team Shares You can create a Team Share if you are collaborating with another person or group on a specific set of content You add files to Team Shares the same way you add files to standard folders When you or another user in your Team Share adds or edits a file or folder changes synchronize across all subscribed accounts In both the web portal and in Synced Folder Team Share folders can be recognized by icons with two people on it e Team shares in the web portal e Team shares in Synced Folder To create a new Team Share 39 User Guide In the web portal click the Shares tab The Team Shares page displays In the Team Shares page click the Create Team Share button The Create Team Share page displays In the Create Team Share page type a descriptive name for the Team Share in the Team Share Name field Click the Create button when you are finished You will be redirected to the Team Share Subscribers page In the Team Share Subscribers page select a name from the Se ect a User drop down menu and click the Add to Share button The selected user will now be added to the Team Share How to Share with Third Parties in the
43. s machine the Synced Tool icon is located in the lower right hand corner of the screen on a Mac machine the Synced Tool icon is located in the upper right hand corner of the screen Click the Next button to continue A Registration Wizard oy amp Registra Welcome to SyncedTool You will be syncing your files in no time Click next to continue G b User Guide 3 Inthe Log into Synced Tool screen enter your login credentials as provided by your administrator Click the Next button to continue GO g Registration Wizard Log into SyncedTool Use domain credentials Emal Password 4 Inthe Choose Setup Type screen select either a typical or advanced installation path for synced files where all files folders and shares can be accessed on your local machine When you select a typical path Synced Folder can be accessed in the following location C Users User Name Synced Folder In most instances you can select the Typical radio button Click the Next button to continue G g Registration Wizard Choose setup type Typical Setup SyncedTool using typical default settings Advanced Choose your SyncedFolder location s 5 Alternatively you can choose an advanced installation path and specify a custom area where Synced Folder can be accessed If you want to specify a custom area where Synced Folder can be accessed click the Advanced 28 User Guide radio button and then click th
44. s you to map a network drive to your files in the cloud With WebDAV you will not have to download files or install Synced Tool Before configuring WebDAV you should check with your administrator to ensure that this option is enabled in your system How to Map a Network Drive on a Windows Machine To map a drive on a Windows machine 1 In your start menu click Computer The Computer dialog box displays 2 Inthe Computer dialog box click the Map Network Drive button The Map Network Drive dialog box displays 3 Inthe Map Network Drive dialog box configure the appropriate drive and folder a Inthe Drive drop down menu select a drive letter b Inthe Folder field enter the location of the folder for example https dav syncedtool com c When you are finished click the Finish button spie User Guide 4 Enter your username and password when prompted and click the OK button Your personal folders and Team Shares will now display You will be able to access the WebDAV folder in My Network Places G o 39 gt Computer gt DavWWWNRoot dav syncedtool com SSL Z Organize v Burn New folder W Favorites dian BE Desktop Files Jp Downloads a New Share Recent Places Shared Data How to Map a Network Drive on a Mac OS X Machine To map a drive on a Mac Machine 1 In Finder click the Go menu and select Connect to Server The Connect to Server window displays AA Connect to Serer Sereer Aarme Favorit
45. th third parties in the web portal you can also share items directly from your local machine To share an item with a third party on a Windows or Mac machine 41 User Guide 1 2 2h Right click on the file or folder point to Synced Tool and select Share link Bt Overview Open Edit May Print Open with k Share with b SpmecedTeol Dh View revisions J Share link Reviore previo version Send to F Cut Copy Creste shortcut Delete Rename Properties The Share Access dialog box displays allowing you to configure settings the same way as you would from the web portal thr A ee Gire Share E Public Share URL hktprs fiamecdemo syncedtoal com shares Tile oor Share Oetians Expeapon ale 8014 07 41 a Liani wd L L Paar cet ea ee Share Aita Hoopo Feta Lay mis emai iemall com a Hew Recent Evatt In the Share Access dialog box configure settings for sharing the link including The Secure Share option which sends password protected share links to items The Public Share option which sends standard share links to items The Share Options settings which allow you to select whether the share link will expire after a certain date and if each recipient should be limited to the number of times the item can be downloaded The Share With settings which allow you to email your items directly from within the Share Access dialog box The Perm
46. tton Your saved file will be synced to the server 5 You can also send share links directly from your mobile app To send a secure or public share a Press the My Files link The My Files screen displays ea User Guide b Inthe My Files screen select the file or folder that you want to share and press the Share button cS Test n E Test Fodor E Test Team Share c Inthe Choose a share type window select Public share to send a standard share Alternatively select Secure share to send a secure share which will require the recipient to log in before he or she can access the shared item Press OK to confirm your selection Note If your administrator has configured settings to only allow secure shares you will only have the option to send a secure share Choc a ohne tape 14 User Guide d Inthe Create a secure share window enter your recipient s email address and press the OK button Your item will be shared with the specified recipient qg weir i d fg h ee DEE IEE EEN TEE EES TEE How to Use the iOS App If you use an iOS device such as an iPhone or an iPad you can download the Synced Tool iOS app in iTunes This app allows you to e Open and view files and folders e Lock files and folders e Share files and folders e Send secure shares of files and folders e Upload content from your device such as photos e Rename delete and move items and e Favorite items for offline
47. viewing To log into the Synced Tool iOS app 1 In your iOS device press the Synced Tool app icon to launch the Synced Tool app The Synced Tool Login screen displays prompting you to enter your login credentials including a Inthe Host field enter the host of the system for example syncedtool com b Inthe User field enter your username for example user mail com c Inthe Password field enter your password ie User Guide d Press the Login button when you are finished Host User Password Remember Me SSS Login i If Two Step Authentication has been enabled for your organization or for your user account you will be prompted to enter an authentication code at the time of initial registration Enter the authentication code and press the OK button QwWeERTYUI OP A S DFG HI JIKIL FJ z x civisinim J Go s p ii If Two Step Authentication has been enabled for your entire organization you will also be asked to configure a passcode after the initial registration process At subsequent sessions you will be prompted to enter this passcode when you access your mobile app ites User Guide Note If Two Step Authentication has been turned on only for your user account either by you or by your administrator you will not be required to configure a passcode i You will be directed to the Settings page Select Use Passcode You will be prompted to enter a Passcode acco ATAT F Set Pa PM caer
48. wnload the entire folder as a ZIP file to your local machine d Click the Rename link to rename the title of the folder e Click the Move link to change the path of the folder f Click the Share link to share an individual link to the folder g Click the Trim Revisions link to remove previous version of the folder from the system h Click the Delete link to delete the folder from the system Note When you delete an item it is still stored in the system for a pre determined number of days Within this timeframe you can restore a deleted file Please contact your administrator for more information Life Some Er E 5 Alternatively you can use the file menu to manage individual files a Right click a file A menu displays b Inthe menu you can i Click the Download link to download the file to your local machine ii Click the Revisions link to view a list of revisions to the file and optionally restore a previous version iii Click the Activity link to review activity or events for the selected file iv Click the Rename link to rename the selected file User Guide v Click the Move link to change the path of the selected file vi Click the Share link to share an individual link to the file vii Click the Erase Revisions link to remove previous version of the file from the system viii Click the Delete link to delete the file from the system Note When you delete an item it is still stored in the syst
49. y You Items Shared With Me Pac or Furio Shared By Heat Access Wir Acceee Detele Acoras User Gude Demos Uew y User Guide Part 6 Locking Files and Folders File locking allows users to place locks on files and folders This feature is useful when you want to prevent other user accounts from accessing your items when you are making changes preventing sync collisions from occurring You can place locks on a whole Team Share a subfolder in a Team Share or a file in a Team Share When an item is locked a lock icon will be placed over the file or folder and it will become read only for others subscribed to the Team Share If you forget to lock a file or folder before you begin making changes you might encounter instances where another user has made changes to the same item at the same time This is called a collision When a collision occurs the system will notify you of the conflict and will help you resolve the collision Your administrator can configure a Team Share so that all Team Share files automatically lock each time they are opened How to Lock Files and Folders in the Web Portal In the web portal you can place locks on a whole Team Share a subfolder in a Team Share or a file in a Team Share When an item is locked a lock icon will be placed over the file or folder and it will become read only for others subscribed to the Team Share To place a lock on a file or folder in the web portal 1 Inthe web portal right
50. ys prompting you to enter your login credentials a Inthe Host field enter the host name of the system for example syncedtool com b Inthe User field enter your username for example user mail com c Inthe Password field enter your password User Guide d Press the Sign in button when you are finished syncedtool corn username example com Cancel Sign in i If Two Step Authentication has been enabled for your organization or for your user account you will be prompted to enter an authentication code at the time of initial registration Enter the authentication code and press the OK button Two Step Verification Gode Ender the verification onde provided by pour guaca app bakra la legin ii If Two Step Authentication has been enabled for your entire organization you will also be asked to configure a PIN after the initial registration process 40 User Guide Note If Two Step Authentication has been turned on only for your user account either by you or by your administrator you will not be required to configure a PIN i You will be directed to the Settings page Select Require PIN Ciureni umes Fi WB oH of 2 TE Vihen to aulo update Char WHF i ori You will be prompted to enter a PIN Lach 1 04 k ald l Enable PIN ii When accessing the mobile app in the future you will be prompted to first enter this PIN 2 When you have access to your account you can use the app to
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