File Transfer (Express Sharing)

What is File Transfer?

File Transfer is a quick way to share files with anyone, without them appearing in the main asset library. Upload files, set an expiry period, and get a shareable link. Recipients can download files without needing a portal account.

It is great for sharing large files, one-off deliveries, or files with external partners. File Transfer requires the Transfer Manager permission.

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Creating a File Transfer

Navigate to the File Transfers section of the portal and follow the four-step wizard.

Step 1 — Select Files

  • Drag and drop files into the upload area, or click to browse your device.

  • You can upload multiple files (up to 40 GB total).

Step 2 — Review Files

  • Review your selected files before proceeding.

  • Add or remove files as needed.

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Step 3 — Configure Sharing

  • Choose how to share:

    • Link — get a copyable URL to share however you like.

    • Email — send the transfer link directly to recipients.

  • Set the expiry period: 1 day, 3 days, 1 week, 2 weeks, or 1 month.

  • Files are automatically deleted when the transfer expires.

Step 4 — Success

  • A success screen appears with a green checkmark.

  • Copy the shareable link using the copy icon.

  • Click Share More to create another transfer.


What Recipients See

Recipients open the link in their browser — no login is required. They see the transfer details, including:

  • A file list with names and sizes

  • Total transfer size

  • Expiration date

They can download files individually or click Download All to get everything as a single ZIP file. Once the transfer expires, the link stops working and files are deleted.


Managing Your Transfers

View your transfer history in the Transfers section. Each transfer shows a status indicator, file names, recipient info, dates, and action buttons.

Available actions:

  • Copy Link — copy the share URL to your clipboard.

  • Download — download the transferred files yourself.

  • Revoke — immediately disable the transfer link (files become inaccessible to recipients).


Tips

  • Set the shortest practical expiry to keep shared files secure.

  • Use File Transfer for sharing with external parties who do not have portal access.

  • Revoke transfer links as soon as they are no longer needed.

  • Transfer files are stored separately from the main asset library — they will not appear in the asset grid.

  • Large files are handled efficiently with chunked uploads, so you do not need to worry about upload timeouts.