Send Packages

Sending a package is like sending an email with attachments. As such, it is a familiar process, and uses a form similar to a compose email form. The Package Actions section may appear on the Home page and/or the Packages page:

Note: An option enables the "note" to be sent securely, through MOVEit only. Alternatively, the note can be included in the emailed notification, for a personalized touch.

1. To get started, click Send Package. The New Package page opens.

   

2. Enter email address(es) in the To field. Separate multiple entries with a comma. As with conventional email, a recipient can be classified as "To", "CC", or "BCC". BCC recipients are "hidden" recipients: only the package sender can see them; none of the recipients can see or reply to any of the BCC recipients. If your administrator has configured it, you may also see the Address Book option for adding recipients. This option lets you click on the "To", "CC", or "BCC", then select an address from a list of contacts. You can add yourself as a recipient.
3. Enter a Subject, a description of the package (the subject will usually be included in the 'new package notification' email). It is also used to identify the package in package lists.
4. Enter a Note in the message body. The note may be optional depending on the organization settings. "Optional" may display to the left.

   Rich Text Editor: You may see a rich text editor where you can type your note. In this editor, buttons above the editing box let you change the font, size, style, alignment, indentation, and even color of the text you enter. You can also enter links and lists. Two editors are available depending on the user's browser and that browser's configuration. Users of Internet Explorer, Firefox or Mozilla browsers with JavaScript enabled, will be able to use a rich text HTML editor. This editor lets you add color, change fonts, and add bold, underlined, and/or italicized text to your note and see what it will look like immediately. A Clear Formatting link is also provided to remove all HTML formatting, to facilitate copying in content from various different sources, and making it all look the same. Users who are not able to use the rich text editor will be provided a standard text box in which they may edit their package. This text box allows the entry of standard HTML tags for use of color, bold, underlines, and italics, but the text will all appear plain.

   Check Spelling: You may also have a Check Spelling button available, which will check the spelling of both the package subject and the note. Misspelled words will be highlighted and you may use your left mouse button to select appropriate replacements as well as options to ignore that specific word, or all instances of that word. Click Finish to finish the spell-checker.

   Note: The spell-checker will not run against notes that contain one or more sequences of characters that are longer than 1,000 characters and are not separated by spaces. If such sequences are detected, an error message will be returned and the spell-check will be aborted.

5. The padlock icon to the left of the Note box is shown either open or locked depending upon the Secure the Note default set by the administrator. (You might have a per package override checkbox in Options below.)
   • If the padlock is locked, this note will appear in the package, but it will not appear as part of a new package notification email.
   • If the padlock is unlocked, the note will be included in the new package notification email.
6. Optionally click the Preview button to see what your note will look like to your recipient(s). Click the Edit button from the Preview page to continue working on your note.
7. Add files to your package. Click either Browse or Launch the Upload Wizard to locate the file(s) to upload.

   Note: Depending how your system is configured, you may see the Upload/Download Wizard Status at the bottom of the page.

   

   See Install the Upload/Download Wizard for information on how to install the wizard to upload files easier and more securely.

   • If you click Browse, locate a file and then click Upload. Proceed to step 13.
   • If you click Launch the Upload Wizard, the Upload Wizard window opens:

     

     Proceed to step 8.

8. You may upload files several different ways.
   • Drag-and-drop files and/or folders from an Explorer window onto the list of files in the Wizard.
   • Click Add File and double-click files from the navigation to select individual files.
   • Click Add File and CTRL-click files from the navigation to select multiple files from the same folder.
   • Click Add Folder and select a folder to recursively upload.

   The files do NOT have to be from the same directory. The Upload Wizard can handle files from several different directories (or even drives) at the same time.

9. Press Next > to continue. The Upload to / window displays.

   

10. Choose how you want to upload:
    • Upload files individually: uploads each file individually; each file will be logged on the MOVEit with a separate file ID.
      • Prompt for 'Upload As' names and notes: Lets you add custom notes for each and every file uploaded in the collection.
      • Ignore Subfolders: Causes all files to be uploaded to the same folder, even if they are in different folders on your computer.
      • Close Wizard when Done: Causes the Wizard to close itself when the transfer is complete.
    • Upload all files as one .zip: uploads all files in one zip bundle; each file will become a member of a new zip file.

    

    Note: The .zip file format cannot accommodate zipfiles larger than 4GB, so the Wizard will refuse to create a .zip file if the total size of the data files is greater than about 4 billion bytes.

    • Prompt for individual zip member names Although you only have the opportunity to specify the upload notes for the zip file itself, you do have the opportunity to change the names the files stored in the archive will use if the "Prompt for individual zip member names" button is checked.
    • Ignore Subfolders: Causes no subfolder names to be included in the zip file, even if the files are in different folders on your computer.
    • Close Wizard when Done: Causes the Wizard to close itself when the transfer is complete.
11. Press Next > to begin the transfer.

    As soon as the transfer begins, a progress bar will display how much of your transfer has been completed. (The same information will also be displayed in a short text area nearby.) When it is complete, you will see a transfer summary displayed.

    

    Note: If your administrator has enabled content scanning, and a virus or data policy violation is detected in a file you selected for upload, the Upload Wizard will display an error and either block or quarantine the file. If you selected multiple files for upload, the Upload Wizard will upload all but the infected (or policy violating) file. Filenames and entries in the Notes field are also scanned for data policy violations.

12. Click OK to leave the Wizard.
13. After you have uploaded a file it will appear in the files list, showing the size of each attached file and the total size for all attached files. If per package quotas have been set by the administrator, the quota for file size per package will also be shown. If the quota for total packages on the server is set, the lower of this quota and the per package quota is shown.

    

    Note: When a file is added to the package, the file is uploaded to the MOVEit Server. If you click Cancel to stop composing the package, the file is removed from the server. If you click Save as draft or Save as template the file remains on the server.

14. Select any of the following options at the bottom of the new package page:
    • Delivery Receipt(s) - Select this option to receive a notification email when each recipient of your package reads the package for the first time, and when a recipient downloads a file.
    • Prevent "Reply All" - Select this option if you do not want the recipients of your package to be able to reply to all recipients of the package. This can be useful for administrators who want to send information to a large group of people, but do not want that group messaging each other.
      • Prevent all replies - Select this option if you do not want the recipients of your package to be able to reply to the package.
    • Limit downloads to nn per file - Sets the maximum number of times recipients can download a given transferred file. The maximum that you can specify is also shown.
    • Package will expire after nn days - Sets the number of days that the package will be available to recipients.

      Note: If an option has been 'locked' by the administrator, the value will be displayed, but you will not be able to change it.

15. Optionally click any of the following:
    • Check Recipients: Verifies that the email addresses you have entered in the To, CC, and BCC fields are valid addresses. This action will automatically try a wildcard search if an exact match was not found on a recipient. Specifically, if a recipient in the list has no matches, and doesn't already have a wildcard (*), email (@) or leading quote (") character, it will search again with a leading and trailing wildcard (*).
    • Save As Draft: Saves the current package as a draft. Drafts can be opened later from the Drafts mailbox. You can edit a draft or send it. Once a draft has been sent, it is deleted from the Drafts mailbox. After a draft is saved, use the "click here to return to packages" link to quit editing the current draft (and save it for later) or continue editing and send the package to remove the draft.
    • Save As Template: Saves the current package as a template in the Templates mailbox. You can open a template later, edit it, and send it. The original template will remain in the Templates mailbox unaltered.
16. When you are done composing your package and uploading attachments, click Send to send the package. Once sent, a copy is saved to your Sent mailbox for future reference.

    A 'new package notification' email will be sent to your recipients, to inform them that a package is waiting for them. Recipients can click on the web link in this notification to connect to the site and view the package.

    Sending to Unregistered Recipients: If you sent the package to an unregistered recipient (recipients that are not MOVEit users), you may be prompted to provide a password, as shown:

    

    In this case, you will need to open the sent package to view the password, which you will need to provide to unregistered recipients by sending it as a separate email, a phone call, fax, etc. in accordance with your organization's security policy. If you are a registered user, this MOVEit help contains another topic with more detail about the password options. See Web Interface - Packages - Sending.

Recipient Reconciliation

When the Send button is clicked, MOVEit will attempt to reconcile the email address(es) into an existing user, using the following rules:

• If two or more users reconcile to the same email address, a page will be presented asking to select the user to send a package to. If only one such user is found, that user will be silently added as a recipient to the package.
• If no registered users in the user's address book are found to match the given email address, but a temporary user is found, that temporary user will be silently copied in as the recipient of the package.
• In all of the above cases, only users who are active will be selectable as a recipient. If one or more registered or temporary users are found that match the search term, but are not currently active, an error message will be displayed indicating this fact.
• If no existing user is found matching the given email address, MOVEit creates a temporary user based on that email address. By default, passwords are automatically generated and emailed to the user, "full names" are initially assumed to be the same as the the email address, and the language of the recipient is initially assumed to be the same as the sender.