This article applies to: All Firm Users
Secure File Sharing is a fully integrated add-on that allows firm users to securely send or receive one-off files before or after an engagement.
With Secure File Sharing, you can:
- Create, name, organize and delete private folders and subfolders.
- Enable, disable, or regenerate a private upload link to folders that anyone you share the link with can use to send you files.
- Drag and drop one or multiple files to upload, download one or multiple files, create signature requests, and move files into an engagement, as required.
- Enable, disable, or regenerate a temporary private download link for a file that anyone with whom you share the link can use to download and access the file.
Click here to jump to details on Sending Files
Click here to jump to details on Receiving Files
Files Permissions for Firm Users
Administrators can set the following permissions for firm users:
My Files - can access their personal file cabinet, and have the ability to create file folders and upload/download files within their own cabinet
File Manager - can access the file's functionality for all clients across the entire firm, and have the ability to create file folders and upload / download files from all clients
File Admin - can access the files functionality for all clients across the entire firm and can delete and restore files, as well as the ability to create file folders and upload/download files from all clients and all firm users.
Administrators can set the following permissions for client users:
File Access - this allows the Client user to browse their Company Cabinet
The Interface
To get to Secure Year-round File Sharing, click Files on the left-hand navigation menu.
If you don't see Files as an option, it may be because you don’t have access yet. To get access, contact your firm's AuditDashboard administrator.
Firm professionals that have been using AuditDashboard for some time will find the interface familiar.
Along the left side [1] is a list of all your folders. Create, rename, organize, and delete folders and subfolders here. Use the [+] and [-] buttons to expand and collapse the folders for easy navigation. You can also search within the folders for files using the Search Folders field.
The files contained within a folder are listed in the main section [2] and can be sorted by Name, Type, Size, and so on by clicking on the column headers.
Selecting an item invokes the details pane [3] on the right-hand side. The details pane contains information for the selected folder or file and provides options to enable sharing and set an expiry date for the shared link.
Creating Folders and Folder Management
By default, your account likely has one File Cabinet, called "My Files", with two folders preloaded. The first is “Upload,” and the second is “Download”.
You may also have additional Cabinets, such as Firm Cabinets and Company Cabinets.
Firm Cabinets are the "My Files" for all of the users at the firm. Access to the Firm Cabinets is restricted to File Administrators.
Company Cabinets are cabinets created for specific client companies to share files with your team.
To create a new folder, click the icon in the left pane. To edit a folder name, use the pencil icon.
At any time, you can drag and move folders to rearrange the order and drop a folder onto another to create a nested subfolder. This makes it easy to keep files organized.
Select the folder and click the trash icon to move a folder and all of its contents to the trash.
Uploading Files
There are two ways that you can upload files into your folders:
- Click the Upload icon
and browse for the file(s) on your local system
- Drag and drop file(s) onto the file list
Add File(s) to an Engagement
Select the file(s) you would like to add to an existing engagement and click the Send to Engagement icon . You will be prompted to select the Engagement and the specific Request you would like to add these files to.
This will copy the file(s) to the engagement, and a duplicate will remain in My Files.