ShareFile

File settings

ShareFile administrators have granular control over how files are stored, shared, and secured.

To access the AI settings, navigate to Settings > Admin Settings > Advanced Preferences > File Settings

Share Settings

The following provides ShareFile admins with the information necessary to manage the Anyone (public) and Anyone (public, must enter name and email) default share link options.

Share settings

Note:

Disabling the four options will disable the Get a link option and will only allow to send to specific people.

Request settings

The following provides ShareFile admins with the information necessary to manage the Anyone (public) and Anyone (public, must enter name and email) default request link options.

Request settings

Default Retention policy

For accounts on the Professional plan and higher, the File Retention policy causes files to automatically be deleted some days after they are uploaded. This option can be configured separately for each root-level folder in the system. This setting determines the default file retention policy used when a new root-level folder is created. Never is the default value.

Default retention

Sorting

By default, files and folders are displayed so that the most recent items are listed first. Users can choose a different order for files and folders by clicking the Title, MB, Uploader, or Creator headings. ShareFile remembers the order that they choose and uses this option to display files in the same order within that folder in the future. You can choose a different order in which files and folders display. To do so, choose a category to use to display files and whether they are to be displayed in Ascending or Descending order.

Sorting

Versioning

If Yes is marked, when a user uploads a file to a folder that already contains a file with the same name, both versions of the file are saved so you can follow the progress of the file and prevent any data loss from overwriting. If No is chosen, uploading a file with the same name as an existing file causes the system to overwrite the older version of the file on your account.

You can set a maximum number of versions of files that the system saves. For example, if you choose to save up to 10 versions of a file, and you have 10 versions of a file stored on your account, any new uploads cause the oldest version of the file to be deleted.

Versioning

Watermark

If Yes is marked, you can overlay a watermark on supported file types. Users with download permission will not see the watermark.

Watermark

Editing

When using Microsoft Office Online for viewing and editing, Office Online keeps a temporary copy of the file being viewed and edited for the purposes of rendering and making changes to the file. It is recommended that all administrators communicate this information to users along with reviewing the Microsoft Terms of Use and Privacy Policy. An Office 365 subscription is required for editing.

For more information on Microsoft Office previewing and editing, see Co-editing in ShareFile.

Editing

Cloud Rendering

If Cloud Rendering is enabled, ShareFile keeps a temporary copy of the files (images, audio, PDFs) involved in your workflow.

When the workflow completes, ShareFile moves the files to the selected on-prem folder. If a user views any file related to a completed workflow, ShareFile makes a temporary copy of the file from on-prem to the ShareFile cloud cache. A file is available for up to one week in the cloud cache after the last time the file is viewed.

If Cloud Rendering is disabled, users are not able to use Feedback and Approval or Custom Workflow features with files stored on a customer managed storage zone. It is recommended that all administrators communicate this information to their users along with reviewing the ShareFile End User Services Agreement and Privacy Policy.

Cloud rendering

File settings