LeapFILE Basic User Guide

Getting Started for Users
©2013 LeapFILE, Inc. All rights reserved

LeapFILE is easy, secure file transfer for your business.
We make exchanging business-critical files simple and secure for end-users
while at the same time making file management easy for IT administrators.
What is LeapFILE?

The web application offers full LeapFILE
functionality and basic administrative options
for basic users.
• Available for use on all browsers
• Allows user to easily send and receive
files like they do normal emails
• Provides access to portals and
repositories
• Provision guest user access
Login via LeapFILE.com or you company's
Branded File Exchange Site
(yourcompany.leapfile.net)
LeapFILE

Sending a file is super easy:
Step #1: Select “New Transfer”
Step #2: Complete the fields
Step #3: Choose authentication
Step #4: Select the files you’d like to send
Step #5: Send
Step #6: Get a digital receipt
How to send a file

Step #1: Select “New Transfer”
Just like email

Step #3: Choose how you’d like recipients to
authenticate in order for them to download the
file you’ve sent. This feature allows you to add
or remove layers of security as you see fit.
• Verify by email
• Custom security question and answer
• Send email verification code
• Require them to login as a guest user
(requires you to create guest user
account for them)
Choose your authentication

Step #4: Select files you'd like to send
Step #5: Send the files
Select your files and send

LeapFILE gives you a digital receipt of your
transfer immediately after you send.
You will also receive email notifications when
the recipients open the file and again when
they download the file.
Digital receipt

To get the Desktop and Outlook Plug-in you
need to login to your LeapFILE account via
web browser.
Upon login, select the link "Download the
latest LeapFILE Desktop Client".
**If you'd like to have the Outlook Plug-in installed,
be sure to exit and quit out of Outlook before
installing.
Run the installer for the Desktop Client. Both
the Desktop Client and the Outlook Plug-in
will be installed at the same time.
**Desktop Client and Outlook Plug-in only available
for Windows.
Download desktop and outlook clients

The Desktop Client makes it easy to send
files or see transfers you've made in the past
without logging into the web application.
Desktop client

Mircosoft Outlook Plug-in lets you seamlessly
send email attachments directly using
LeapFILE.
To send a file, simply create an email and
attach the file(s) you wish to send. Select,
"Send Attachments LeapFILE"
You can also set the "threshold" for file sizes
sent via LeapFILE. This means any
attachment that exceeds the entered
threshold size will automatically be sent using
LeapFILE.
*Note threshold settings may also be set by
your administrator.
Microsoft outlook plug-in

Your company has a Branded File Exchange
Site that allows clients outside of your
company's LeapFILE account to send files
securely to users inside your company.
Outside clients can use "Secure Upload" to
send a file or "Secure Download" to receive a
file you've previously sent to them.
Guest users with Portal access can login from
your this site to access the files you have
shared with them.
You can find your branded file exchange site
URL on the top right hand corner upon
logging into the web client.
Branded file exchange site

LeapFILE portals make it easy for you to
exchange files with clients outside of your
company.
You can provision guest users by selecting
“Guest User Access”  “Add New Guest
User”
• Note: You must notify guest users of the
user name and password you assign to
them manual. LeapFILE doesn’t
automatically send them an email.
Portals

LeapFILE repositories make it easy for you to
share files with users inside of your company.
You can create a repository and grant access
to the users you choose. You can revoke this
access at any time and they will no longer be
able to access that repository.
Repositories

If you select, "Transfers" in the top menu, you
can see all the incoming, outgoing, and
drafted transfers you have associated with
your LeapFILE account.
You can also see the status of the files you
have sent or received.
Transfers

From the account page, you can:
• Change personal settings
• Change your password.
Account

If you are having issues with your LeapFILE
account or have questions about the solution,
feel free to submit a ticket on our support site.
• Simply find "Support" in the top menu of the web
client or visit us at - support.LeapFILE.com
Our world class support team will do their best
to get to the bottom of your issues or answer
any questions you may have.
Support

LeapFILE Basic User Guide

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