Accellion Courier File Transfer Using the File Transfer System 3/20/2008 The Accellion Large File Transfer Protocol must be used to send e-mail attachment(s) larger than 10 megabytes. Total attachments size cannot exceed a total of 2GB. Contents: Logging in Sending a file The maximum numbers of attachments are 10 or 2GB total. Managing Files Files uploaded and sent are stored in the File Cabinet. Received files are stored in the inbox. Send History provides information on files sent from the account. Changing Settings A user may adjust the language used, add a signature and manage stored email addresses. Retrieving Attachments Attachments are received via hyperlinks to the file stored in the Accellion system. Logging in 1. Point your internet browser to https://filetransfer.hws.edu 2. Enter your HWS email address and password 3. Click Submit Note: You must use your full or last name form of your e-mail address to log in. Ex: FirstName.Last Name@hws.edu. Sending a file Upon logging into the system the send file tab should be pre-selected. To select a recipient: 1. On the send file tab, click To 2. In the User Directory, under Search, enter the recipient’s name 3. Click Search 4. Under results found, select a recipient Note: Repeat, until all desired recipients have been added. 5. Click E-mail To-> 6. When finished, click Close To send concurrent copies (cc) or blind concurrent (bcc) copies: 1. Under To select a file recipient, follow steps 1-4 2. Click Cc-> or Bcc-> 3. When all recipients have been added, click Close Information Technology Services • (315) 781-4357 Page 2 of 11 To attach a file: Attachments can be loaded from a computer or from the File Cabinet or Inbox. See Managing Files for using the File Cabinet or Inbox. 1. Under Subject, enter a heading 2. Click Browse 3. Under Look in, browse to desired folder 4. Attach the file by one of the following methods: • Double click the file • Click once to highlight the file and click Open Note: There is a maximum of 10 attachments or 2GB. If the needed file does not show up, the click Files of Type dropdown. To remove a file: 1. After the name of the file, click [remove] Information Technology Services • (315) 781-4357 Page 3 of 11 To send a file: 1. In the text box, enter a message 2. To receive a copy of the message, check Send me a copy 3. Click Send Note: To cancel Sending a file at any time, click Cancel. A status bar will show the file upload progress. 4. On the confirmation of the sent file, click OK Information Technology Services • (315) 781-4357 Page 4 of 11 Managing Files To search for files in cabinet: The file cabinet stores all files that have been uploaded or sent. These files can then be re-sent. 1. Click on File Manager 2. Click Cabinet 3. Find a desired file by one of the following: • In search bar enter file name, click Search • Sort by clicking headings in green To upload a file to the Cabinet: 1. Click Add to Cabinet Information Technology Services • (315) 781-4357 Page 5 of 11 2. To find the file, click Browse 3. Navigate and choose the file 4. Click Open 5. Click Add Note: To cancel uploading a file at any time, click Cancel. A status bar will show the file upload progress. 5. On the confirmation page, click OK Information Technology Services • (315) 781-4357 Page 6 of 11 To resend a file from the Cabinet: 1. Select file 2. Click Resend Files Note: This will create an e-mail, with the chosen file automatically attached. 3. Follow steps to send a file To search and forward files from the inbox: The inbox contains only the files that have been sent to you. The files here can be forwarded. Search for a file in Inbox by one of the following methods: 1. Click on File Manager 2. Click Inbox 3. To find a desired file: • In search bar, enter file name, click Search • Sort files by clicking headings in green 4. To forward any files, select desired file 5. Click Forward Files 6. Follow steps to send a file Note: When forwarding a file, the desired file is automatically attached to an e-mail message. Information Technology Services • (315) 781-4357 Page 7 of 11 To review the Send History: Reviewing the send history shows a report of files sent to others. 1. Click File Manager 2. Click Send History 3. To choose a file, click radio button 4. To resend the file, click Resend Files 5. Follow normal send file steps Note: To view the file delivery details, click the magnifying glass next to the date on each listed file. Changing Settings Passwords are updated with changes to passwords made in the Password Station only. The default language is English. A signature can be defined and added to each e-mail generated. To change languages: 1. Under Language, click the drop down menu 2. Select the preferred language Information Technology Services • (315) 781-4357 Page 8 of 11 To adjust Web Client Preferences: 1. Under Web Client Preferences, click Rich Formatting or Plain Text Plain Text is the default text setting. Rich Text Formatting allows the text of an e-mail to be adjusted for size, font and color. 2. In the text box, type the desired signature 3. Click Update Preferences 4. Click OK To reset the auto-completion list: The auto completion list stores the address of e-mail recipients. Resetting the list will clear the list of former recipients. 1. Click Reset AutoCompletion List 2. Click OK Information Technology Services • (315) 781-4357 Page 9 of 11 3. At the confirmation screen, click OK Retrieving Attachments Recipients of e-mails from the Accellion Large File Transfer System do not receive the attachments directly. Users must click a link to log onto the system in order to retrieve attachments. 1. In the received e-mail, click the hyperlink The link will open the Accellion system. 2. Enter your e-mail address 3. Click Submit Information Technology Services • (315) 781-4357 Page 10 of 11 4. Enter your password In order to retrieve an attachment, the user must have an HWS network account. Note: The password can only be updated on the (separate) Password Station system. 5. Click Submit When the recipient logs in, a return receipt is sent to the sender as a record of attachment retrieval. 6. On the download page, click file name 7. Access the file by one of the following: • Open file • Save file to disk To send a file back: 1. Click link 2. Login 3. Click File Manager 4. Select file 5. Click Forward Files 6. Follow normal send files steps Information Technology Services • (315) 781-4357 Page 11 of 11