Use the Go To Folder drop-down list to go to your favorite MOVEit Transfer folders. (Your home or default folder is the default.)

Note: If you have access to a large number of folders, the Go To Folder drop-down selector does not appear. Instead, you can type in the first few letters of the folder you are looking for into the Find File/Folder box.

• (Checkbox) Select a folder or file in preparation for an action in the Selected File/Folder Actions section.
• Name.
  • New files are bolded.
  • Integrity indicator () present for files whose integrity was verified.

    Note: If content scanning is enabled, files that pass the content scan (Anti-Virus and/or Data Loss Prevention scans) are marked with this icon . Files that fail the scan are marked with a warning icon .

• File ID: The unique ID of the file. (WebPost filelists will see this column in place of the Name column)
• Created: The date the folder was created or the file was uploaded
• Size/Contents: For folders, lists the number of subfolders and/or files in the folder. For files, lists the byte count of the file.
• Creator: The user who created the folder or uploaded the file
• Uploading IP/Agent: (WebPosts only) The IP address and agent (often a browser) used to upload this file
• Downloads () The number of times the file has been downloaded

  Note: Even though someone else has downloaded a certain file, it may still be "new" to you. This statistic is often used to quickly see what the most popular downloads in a given folder are.

• Integrity (): Indicates if file was uploaded with integrity checking.

Folder types:

• Folder. Container for uploads.
• Webpost Folder. Contains uploads from a website.
• Virtual Folder. Link (think shortcut or symbolic link) to an existing folder.

Folder actions:

• Delete. Delete a folder or file.
• Edit. Adjust a folder's permissions and settings (available to users with proper permissions).
• Copy. Clone folders and/or files to another folder (the originals remain intact), or to the same parent folder (the copy is named Original-name Copy). Click Advanced Copy/Move Options for more control over how folders and files copy.
• Move. Re-locate folders and/or files to another folder. Click Advanced Copy/Move Options for more control over how folders and files move.

• Ways to find and download a file:
  • FOLDERS page. Select a folder containing the file and click download.
  • Search Results. Search for the file.
  • New file notification. Click (or copy into your browser) the link sent in the email. This link takes you directly to the file referenced in the email. (After you sign on, if necessary.)
  • If you do not know where the file is, search for it in the Find File/Folder box in the left navigation area. Enter either the NAME of the file (e.g., readme.txt) or the FILEID (e.g., 1234567) and click the magnifying glass to search.

Note: See Configure the Upload/Download Wizard to determine which wizard is enabled on your system (if any), and how to install, enable, or disable the wizard.

• Using download wizards:

If the MOVEit Upload/Download Wizard is not installed, your browser downloads the selected file per usual browser conventions.

If the MOVEit Upload/Download Wizard is enabled, the steps you take to download the file depend on the type of wizard enabled:

JavaScript Wizard

The JavaScript Wizard does not check download integrity automatically. When you download a file, a Downloads window opens. After the file finishes downloading, optionally click Check. Locate and select the downloaded file. A green checkmark indicates that the integrity check succeeded. A red X indicates a failed integrity check.

You can also perform integrity checks on Recent Downloads from your Home page, if enabled.

ActiveX Wizard

1. The File Download window opens. Make a selection.
   • Open downloads the file to a temporary directory, and runs the associated application based on the file extension.
   • Save prompts you for a download directory.
   • Automatically open/save files like this from now on checkbox. Suppresses the appearance of this dialog box for future downloads of files that have the same file extension as the one you are currently downloading
   • Configure. Click to specify how to handle file downloads

   Click Open or Save.

2. Select a download destination, optionally change the file name, and click Save.

   The file is downloaded. The wizard performs an integrity check.

3. Make a selection: Open the file, Open Folder, Close the wizard, or Unzip (for ZIP files only).

Depending on your MOVEit Transfer user role and permissions, you can upload files. You can upload files from the Web UI, an upload wizard, or other supported clients.

• Upload files (Web UI).
• Upload files using a wizard.
• Upload wizard feature comparison.
• Configure Web UI to use upload/download wizard.

Note: For more information, see the topic titled: Work with Files and Folders.

Sending a package is like sending an email with attachments. The Package Actions section might appear on the Home page and/or the Packages page:

• To send a package:

1. On your HOME page, or on the PACKAGES page, click Send Package. The New Package page opens.
2. Fill in the fields and make selections. See figure and table below for descriptions. Click Send. A copy of the package is saved to your Sent mailbox.

   The numbers in the figure designate options that are described in the following table.

   Depending on how your organization is configured, and the permissions assigned to you, you might not have all of these options available.

#	Description
1	To: Email addresses of recipients. Separate multiple addresses with a comma. You can add yourself as recipient. If your organization has the Address Book feature configured, click the To, CC, or BCC field and select an address from the contact list.
	From: (not shown in this figure) The From field is available if you have access to another user's mailbox (shared mailboxes is enabled). Click to select a user to be listed as the package sender. Note: Your signature is included in the note by default, even if you select a different user as the package sender. If the From field is not available, the package lists you as the sender.
2	Show CC and BCC adds these fields to the page. Recipients cannot view BCC recipients.
3	Subject Description of the package. Appears in the new package notification email, and identifies the package in package lists.
4	Padlock icon Locked. Note content appears in the package, but not in the new package notification email Unlocked. Note text is included in the new package notification email This option is set by the administrator for the organization. (SETTINGS > Ad Hoc Transfer > Content > Sending Files > Secure the Note).
5	Note Message body. Depending on the organization settings, the note might be optional.
6	Rich Text Editor An HTML rich text editor is available to users of Internet Explorer, Firefox, and Mozilla browsers with JavaScript enabled. You can change the font, size, alignment, and color of the note content, format lists, and include links. If the rich text editor is not available, the Note field is a standard text box. You can enter standard HTML tags. The text box shows plain text; the received message is formatted.
7	Clear Formatting Removes HTML formatting, to facilitate copying content from different sources. This link is available only if the Rich Text Editor is available.
8	Files List the number of attached files that you added. The way you add files depends on whether you have enabled a wizard. If no wizard is enabled, click Choose File or Browse, select a file, and click Upload. For more information, see Upload a File Without the Wizard.
9	Launch the Upload Wizard This link is available if you have enabled a wizard. Click to open the wizard. In the wizard, drag and drop files, or click Add File to locate and select files. For details about the available wizards, and how to enable and use them, see Configure the Upload/Download Wizard Upload Files Using the Wizard.
10	Options The options that appear depend on how your organization is configured. If an option has been locked by the administrator, the value appears, but you cannot change it. Secure the note. Enables the note text to be sent securely, only through MOVEit. If unchecked, the note is included in the emailed notification. Delivery Receipt(s). You (the sender) receive a notification email when each recipient of your package reads the package for the first time, and when a recipient downloads a file. If you selected another user in the From: field, both you and the other user receive a delivery receipt. Prevent "Reply All" - Prevents the recipients from replying to all recipients of the package. This can be useful for administrators who want to send information to a large group, but do not group members to message each other. Prevent all replies - Recipients cannot reply to the package. Limit downloads to n per file - Maximum number (n) of times that recipients can download a transferred file. The maximum that you can specify is also shown. Package will expire after n days - Number (n) of days that the package is available to recipients.
11	Preview Shows what your note will look like to recipients. On the Preview page, click Edit to make changes.
12	Check Recipients Verifies that the email address you entered are valid.
13	Save as Draft Saves the package as a draft. You can open it from the Drafts mailbox. Drafts can be edited or sent. After a draft is sent, it is deleted form the Drafts mailbox.
14	Save as Template Saves the package as a template in the Templates mailbox. You can open a template, edit it, and send it. The original template remains unaltered in the Templates mailbox.

Sending a Package to Unregistered Recipients

If you sent a package to an unregistered recipient (that is, recipients that are not MOVEit users) you might be prompted to provide a password. The Provide Password page opens.

• On the Provide Password page, make a selection:
  • Use Suggested Password

    If you select this option, send the suggested password to the recipient.

  • Type Custom Password

    If you select this option, follow the requirements and type a custom password two times. Send this password to the recipient.

  Important: You must provide the password to the unregistered recipients, by sending it as a separate email, phone call, FAX, etc.in accordance with your organization's security policy.

Recipient Reconciliation

When the Send button is clicked, MOVEit attempts 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 email address, and the language of the recipient is initially assumed to be the same as the sender.

Share folders in just a few steps:

	Open a folder. From MOVEit Transfer, open a folder.
	Edit parent or subfolder settings. Edit sharing settings for any of the following: Current working folder (). A subfolder (). A new folder. Click Add Folder, name it, open it, and define its share settings ().
	Break chained permissions model (if necessary). To share a folder that uses its parent folder share settings (default), you must opt to make those folder share and access settings Custom. For example:
	Add users and groups. Edit/control the access list. Select/clear permission attributes as needed to address user needs and apply folder sharing scenarios. Add regular and temp users from your contacts list (available to Ad Hoc users). Add guest/unregistered users with their email. Click Check Recipients to verify the email address(es) you entered is valid. Note: Don't forget to notify your users that the folder is shared with them.

The Find File/Folder box (typically located in the left Navigation pane) lets you search the MOVEit system for files and folders using an ID (for example, 1234567) or a name (myfile.txt).

Name wildcards (*) are allowed. For example, you can search for *.pdf, myfile* or Home/John Smith/*.

• Type in the search box and press Enter. The search results appear.

  If you searched for a file, the resulting file list has the following columns:

  • File Name: The folder path and name of the file. If the folder path is clicked, the user will be taken to a view of this folder. If the name of the file is clicked, the user will be taken to a view of the file.
  • Date and Time: When the file was uploaded (or created).
  • From: The full name of the person (or device) who uploaded or created this file. If clicked, this link will go to a view of this user.
  • Action:
    • Download: Downloads this file (in its original format)
    • Delete: Deletes this file

  If you searched for a folder, the resulting folder list has only one column, containing the full path of the folders matching the search string. To view the folder, click the folder path.

Automatic Wildcards

In the following situations, wildcard characters are automatically added to a search term:

• If a search term does not return any results, an asterisk wildcard character is automatically appended to the search term if one does not already exist, and the search will be retried.
• If a search term containing a slash (/) does not return any results, and the same search term with an asterisk appended also does not return any results, an asterisk is prepended to the search term if one does not already exist, and the search is retried. This allows users to search for partial folder paths.