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Applicable Products
Objective
Secure, one-click access to ShareFile without opening a web browser. Focused on speed and convenience, this app is a flexible way to manage your ShareFile account with drag and drop functionality, keyboard shortcut support, native interactions and adjustable, modular windows.
This app is available on all ShareFile plans. Both employee and client users may use this app. This app supports SAML login, Two-Step Verification, File Versioning, and Connectors.
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Getting Started | Features and Functions | Other |
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System Requirements
- Mac OS X 10.11 or later
Install
Download ShareFile Desktop for Mac from the Apps page of your ShareFile account. Once you have downloaded the DMG file, drag and drop it into your Applications folder.
You must accept the License Agreement to install the app. This app only supports a per-user installation.
Using ShareFile Desktop
When starting the ShareFile Desktop app for the first time, you will be prompted to sign in with your ShareFile credentials.
Once you have signed in, use the navigation drop-down to select the section of your ShareFile account you would like to view.
File Box access
Users with access to the File Box can manage files stored there from the Personal Folders location. The File Box is only available to Employee users that have been granted the appropriate permissions.
Upload Files
There are many ways to upload when using ShareFile desktop. You can upload both files and folders, as well as upload multiple files simultaneously. Once you have chosen a file for upload or dragged a file to the app, it will be uploaded. Upload times may vary based on your connection, the size of your file, and the number of files being processed.
Click the upload button at the bottom of the app
or
Drag and drop files wherever you want them
Download the tvOS beta software configuration profile for the new Apple TV from the on your Mac. No software to install mac software.
or
Copy and Paste a file directly into the app
Download Files
There are many ways to download files with the ShareFile Desktop app. You can download files and folders, as well as download multiple items simultaneously.
To download a file, you can do one of the following:
- Double-click the file
- Ctrl+Click the file and select Download
- Select the file(s) and choose the Download option at the bottom of the app.
- Drag the file to a location on your Mac
Currently, you must download a file to your Mac in order to preview, view, or access it.
View Queue
You can view the progress of uploads and downloads in the Queue. You can access the Queue using the drop-down menu in the upper left.
Share Files
You may share multiple files simultaneously by selecting them and using one of the options listed below. You can share files in one of two ways: Email with ShareFile or Copy a Link, as well as customize the relevant options before sending the message or generating the link. Accounts with View-Only Sharing enabled may share files as view-only. Application verify version of mac software windows 10.
To share files, do one of the following:
- Click the item(s), then choose your Share option in action menu at the top, or the Share option in the bottom bar
- Ctrl+Click a file and select your preferred Share option.
Email with ShareFile
A secure message will be sent via the ShareFile email system. Access the Message Options tab to configure notification and security settings for this individual message. The options available to you will vary based on your account type and permissions.
Copy a Link
Clicking Copy a Link will automatically place a link to the file in your clipboard. You can paste the link into your preferred browser, email, or chat program.
If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message. The options available to you will vary based on your account type and permissions.
If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message. The options available to you will vary based on your account type and permissions.
Initiate Approvals / Workflows
You may send a file for approval or feedback from the Desktop app. To do so, access the file's Share options as depicted in the screenshots above, and select the appropriate workflow option.
Note: this feature is only available for accounts that support workflows.
Note: this feature is only available for accounts that support workflows.
Preview files with Desktop for Mac
You can preview supported file types right from the Desktop for Mac app.
To preview a file, control-click the file you wish to preview and select the Preview option. The preview will load in a separate module.
Note: Not all file types are guaranteed to generate as a preview via the Desktop app. Unsupported files will not display a Preview option. For a full list of supported file types, please refer to this article. In the event your account has file preview restrictions, those restrictions will also apply in the web application.
Note: Previews for .xlsm and .ppsx files are not currently supported.
Note: Previews for .xlsm and .ppsx files are not currently supported.
Grid View
Adjust how your files and folders are displayed with the Grid View button. Note: Not all file types will generate a thumbnail preview.
This feature requires Mac OS X 10.11 or 10.12.
This feature requires Mac OS X 10.11 or 10.12.
Request Files
You can quickly request files to a specific folder on your ShareFile account. You may send request via the ShareFile email system or generate a link you can copy and paste into your preferred program.
To request files:
Access the Actions menu in the top of the app and choose Request Files
Or
Ctrl-click an empty space in the folder of your choosing and select Request Files
If requesting files via the ShareFile email system, you can customize your notification and security settings for this particular message. You can also change the destination where files will be uploaded.
Clicking Copy a Link will automatically place a link in your clipboard. You can paste the link into your preferred browser, email, or chat program, and your coworker may use the link to upload files. If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message.
Manage Files
Using the ShareFile Desktop app, you can quickly manage your files in a variety of ways. Ctrl-click a file or files to access different actions. Files and folders can be downloaded, shared, copied, moved, renamed, deleted, checked out, and noted.
Move Files
You can drag and drop files and folders to other locations on your ShareFile account within the ShareFile Desktop App. When selecting to move a folder or file manually, you must select the destination in the folder tree. You may also create a new folder within a destination where you have upload permissions.
If you attempt to move an item to the root level of Shared Folders, or to a folder where you do not possess upload permissions, you will receive an error message indicating so. Keep an eye out for the exclamation point icon when moving files.
If you attempt to move an item to the root level of Shared Folders, or to a folder where you do not possess upload permissions, you will receive an error message indicating so. Keep an eye out for the exclamation point icon when moving files.
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Manage Folders
The ShareFile Desktop app preserves the granular folder control available in the web application. Once created, you may name the folder. You may download, share, copy, move, rename and delete folders by Ctrl-clicking the folder itself, assuming you have the required permission for your desired action. You may also make the folder a Favorite Folder in the Status column.
To create a folder:
To create a folder:
Click the Create Folder icon at the bottom of the app
or
Ctrl-click the location where you wish to create a folder and choose the Create Folder option
File Versioning
Accounts with File Versioning enabled can view previous versions of files by clicking the blue icon shown below.
Check In / Check Out
ShareFile Desktop supports the check in check out feature. To check out a file, Ctrl-click a file and select Check Out. A checked out file is indicated by an orange icon in the Status column.
Once you are finished working on the file, you can check in the file by Ctrl-clicking the file in the ShareFile Desktop app and selecting Check In. You must upload the new file by dragging or selecting the file.
ShareFile Connectors
The ShareFile Desktop App allows access to SharePoint and Network Shares. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download, upload or modify files within your SharePoint or Network Share locations depends on your permissions in those locations.
Personal Cloud Connectors
The ShareFile Desktop App allows access to Personal Cloud Connectors such as Dropbox, Google Drive, OneDrive and Box. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download files within these connectors depends on your permissions in those locations.
You may download files from the other services.
Note: Not all file and folder actions are available for files stored in other cloud storage services.
Note: Not all file and folder actions are available for files stored in other cloud storage services.
Offline Status Indicator
If you experience connectivity issues resulting in the loss or interruption of an internet connection, a message will be displayed at the top of your Desktop App. The app will attempt to reconnect.
Preferences and Log Out
You can access app preferences and the Log Out option from the Apple Menu bar.
Preferences include the below options:
Remove User - Use this button if you wish to log out of the currently logged in user.
Enable Auto-Login - Disable this feature if you want users to sign into their account upon accessing the ShareFile Desktop app.
Enable Auto-Login - Disable this feature if you want users to sign into their account upon accessing the ShareFile Desktop app.
App Window - Adjust what happens to your app upon closing.
Default Share Settings - These are the default settings used when Sharing files. These are settings used when using the Copy a Link feature unless you change them individually prior to sending.
Default Share Settings - These are the default settings used when Sharing files. These are settings used when using the Copy a Link feature unless you change them individually prior to sending.
App Launch at Login
By default, the ShareFile Desktop App for Mac will launch when you log onto your Mac device.
This setting can be disabled in your System Preferences, under Users & Groups > User > Login Items.
This setting can be disabled in your System Preferences, under Users & Groups > User > Login Items.
Progress Indicators
Don’t make people sit around staring at a static screen waiting for your app to load content or perform lengthy data processing operations. Use progress indicators to let people know your app hasn't stalled and to give them some idea of how long they’ll be waiting.
Progress indicators have two distinct styles:
- Bar indicators, more commonly known as progress bars, show progress in a horizontal bar.
- Spinning indicators show progress in a circular form, either as a spinner or as a circle that fills in as progress continues.
People don't interact with progress indicators; however, they are often accompanied by a button for canceling the corresponding operation.
Use a progress indicator in a view, not a window frame. Progress indicators aren’t intended for use within window frame areas, such as toolbars and status bars. Instead, display a progress indicator in a view, such as the Safari Downloads popover.
Display progress indicators in consistent locations. Choosing a consistent location for a progress indicator makes it easy for people to quickly check a familiar place for the status of an operation. For example, Mail offers an Activity panel that users can open to monitor the status of network operations.
Let people halt processing, if possible. If people can interrupt a process without causing negative side effects, include a Cancel button that gets triggered when the user presses the Esc (Escape) key. If the interruption of a process might cause negative side effects, such as the loss of the downloaded portion of a file, provide a Stop Progress icon button instead of a Cancel button. See System Icons.
For related guidance, see Loading. For developer guidance, see NSProgressIndicator.
Determinate Progress Indicators
A determinate progress indicator displays a bar or circle that changes in appearance to show the progression of a task with a known duration.
Determinate progress circle
Use a determinate progress indicator for a task with a well-defined duration. A determinate progress indicator is great for showing the status of a task, especially when it helps convey how much longer the task needs to complete. For example, you could use a determinate progress indicator to show the progress of a file conversion. If a task isn’t quantifiable, use an indeterminate progress indicator instead.
Always report progress accurately. Don’t display inaccurate progress information just to make your app appear busy. A progress indicator that becomes 90 percent complete in 5 seconds but takes 5 minutes to complete the remaining 10 percent, for example, would be misleading and annoying.
Consider customizing a progress indicator’s appearance to match your app. You can adjust a progress indicator’s appearance to match your app’s design. For example, you can specify a custom tint for the fill.
Hide a determinate progress indicator after it’s completely filled. Be sure to let the fill complete before dismissing the indicator, though. If you dismiss the indicator too soon, people are likely to wonder if the process really finished. To help avoid this situation, you can also play a system sound when progress completes.
If helpful, include a label with a determinate progress indicator to add context. Provide a complete or partial sentence that briefly describes the process that’s occurring. Avoid vague terms like Loading or Authenticating because they don’t usually add any value. Use sentence-style capitalization and end with an ellipsis (…) to emphasize the ongoing nature of the process.
For developer guidance, see the isIndeterminate property of NSProgressIndicator, NSProgressIndicatorBarStyle, and NSProgressIndicatorSpinningStyle.
Indeterminate Progress Indicators
Use an indeterminate progress indicator when your app performs an unquantifiable task, such as loading or synchronizing complex data. These indicators appear as an animated bar or circular spinner that disappears when the task completes.
Spinning progress indicator
Use a spinning progress indicator primarily to communicate the status of a background operation or when space is constrained. Spinners are small and unobtrusive, so they’re useful for asynchronous background tasks, like retrieving messages from a server. Spinners are also useful for communicating progress within a small area, such as within a text field or next to a specific control, such as a button.
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When possible, switch from an indeterminate progress bar to a determinate progress bar. If an indeterminate process reaches a point where its duration can be determined, switch to a determinate progress bar. People generally prefer a determinate progress indicator, because it helps them gauge what’s happening and how long it will take.
Don’t transition from a spinner to a progress bar. Spinners and progress bars are different shapes and sizes, so it doesn’t make sense to transition from one to the other.
Keep indeterminate progress indicators moving so people know something is happening. People associate a stationary indicator with a stalled process or a frozen app. If a process has stalled for some reason, provide users with feedback that helps them understand the problem and what they can do about it.
Spinning progress indicators should not be labeled. Because a spinner typically appears when the user initiates a process, a label is unnecessary.
For developer guidance, see the isIndeterminate property of NSProgressIndicator, NSProgressIndicatorBarStyle, and NSProgressIndicatorSpinningStyle.
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