EasiShare ios User Guide
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1 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page of 44
2 Copyright 06 by Inspire-Tech Pte Ltd. All rights reserved. All trademarks or registered trademarks mentioned in this document are properties of their respective owners. No part of this document may be reproduced or transmitted in any form or by any means, electronic, mechanical or otherwise, without a prior written permission. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or the taking of any action based on the contents of this information is strictly prohibited. If you received this document by error, you are kindly requested to immediately contact us. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page of 44
3 Contents Introduction Introduction to EasiShare Overview... 5 Getting Started Installation Activation Retrieval of storage settings EasiShare Settings Profiles Passcode Lock... 4 Using EasiShare Navigation Panels Online / Offline Mode File Status Manage File Access file Open file File options Select single file Select multiple files Manage Folder Selected Folder Options Current Folder Options Share file/folder Internal Share External Sharing Receiving external share files Non-OTP protected files OTP protected files Sender receives Read Receipt Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 3 of 44
4 7.4 Resend Unshare/Edit Share Upload Request Creating Upload Request Receiving Upload Request Non-OTP protected files OTP protected files Sender receives Read Receipt Downloading Uploaded File(s) Resend Delete Upload Request Versioning View Previous Versions of Files Restore Previous Versions Extra Features PDF Annotation PDF Form Filling Saving an external file To save a file from an external application To open a file from Local Files Create a Note Saving a file from Server to Local Files Saving a file from Local Files to Storage EasiShare App Extension Access Files Shared In Shared Out... 4 Advanced: Setting up File Storage(s) Add New Storage For storage with your personal credential For storage with alternate authentication Remove Storages Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 4 of 44
5 .3 Edit Storage Introduction. Introduction to EasiShare EasiShare is a file sharing tool that allows user to share their files across different devices securely and to other users. Documents are stored in a server and readily accessible to its owner and their recipients who have been shared the document. Shared documents have an expiry timer when after a certain period of time; the access rights are automatically revoked.. Overview This document serves as a basic functional user guide for end users using the ios operating system to access EasiShare. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 5 of 44
6 Getting Started. Installation. Download it from Apple s App Store: EasiShare. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 6 of 44
7 . Activation Launch the EasiShare app by tapping on the EasiShare Icon.. Click Yes to login with your EasiShare account. Enter the following details: Profile Name is pre-filled. You may change later this now or later if you wish to. EasiShare URL Your Login credentials. Click Activate This Profile 3. An account activation request will be routed to your EasiShare administrators for first time activation. 4. Once your account have been approved or pre-activated, you will be granted access into EasiShare. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 7 of 44
8 .3 Retrieval of storage settings Your preconfigured storage(s) will be automatically setup in the app when you activate your EasiShare account. The app will also check periodically for latest storage settings configured by your system administrator. If you wish, you may manually retrieve the latest storage settings from the server with following the steps below.. Click on EasiShare Settings via.. Select Storage Settings. 3. Select Retrieve Server Storage Settings. 4. Click Yes if you would like to overwrite your current storage settings. 5. You will be able to see the storages assigned to you Note: Each retrieval request of storage settings will overwrite your current storage settings. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 8 of 44
9 3 EasiShare Settings You may access these features by clicking on Settings. Allows you to access, edit and activate EasiShare profile settings Profile Name EasiShare Web Service URL Login and Password Credentials Allows you to configure a passcode lock to access your EasiShare profile. Your EasiShare administrator can apply a default passcode and setup a mandatory passcode protection. Please contact your EasiShare administrator for more information. Allows you to access and edit Storage settings. Allows you to determine the limit on the size of files that can be handled by EasiShare, via file functions such as download/upload, copy, cut paste etc. Default values: 3G: 0MB Wi-Fi: 00MB Maximum limit: 00MB Allows you to create up to 5 EasiShare profiles with different EasiShare accounts, to be able connect with different organization. Automatically sends crash report when EasiShare Crashes Resets EasiShare to factory settings. Allows you to configure EasiShare to trigger a prompt during activity performed on a mobile 3G network. Allows you to view the version of EasiShare that you are using Allows you to watch the EasiShare video to give a rough idea what EasiShare is about. Allows you to recommend EasiShare to other organisations via . Allows you to give feedback to the Support Team of EasiShare via . Last automatic retrieval of your EasiShare profile settings. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 9 of 44
10 3. Profiles EasiShare s multi-profiles feature allows you add up to 5 profiles in one application. User is able to switch between profiles of organizations and access documents in the same app while using the respective organization s security settings.. To create new profile, tap Create New Profile under Settings.. Enter the following details Profile Name EasiShare URL Your login credentials 3. Click Activate This Profile 3 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 0 of 44
11 Frequently Asked Questions on Multi-Profiles Feature Is there a limit of the number of profiles that I can create? You can create up to 5 profiles on a device. Will I lost my cached data if I switch profiles? No, you won t lose your cached data. The app will keep track of encrypted cache for both active and inactive profiles. Can I copy files across profiles? Yes, you can copy one or more files then switch profile and paste the files if account in the files origin profile has Open-In permission. Check with your EasiShare administrator to confirm your account s policy. Copying directory across profiles is not supported in this version. Does App Reset restore EasiShare app to factory state? Performing App Reset will erase all app s data, including data of all saved profiles. The app will be restored to a freshly installed state. Does altering the Settings section on the Settings screen affect all profiles? Yes, settings such as Document Size Restriction, Warn on Cell Network, and Send Crash Report will apply globally to all profiles. Does the Support address tie back to the organization that I m connecting to? Yes. The support address is tied to the supporting organization where your documents reside. This is to ensure your support queries are effectively answered by the respective organization s support team. Does performing remote wipe on a profile wipe all profiles on a device? No it doesn t. Remote-wiping a profile will only wipe all data of that specific profile. What should I do if I have lost the device? Immediately ask the system administrators of the respective organizations to lock your device and perform remote wipe for each profile that was added to the app. Is it possible to perform remote wipe to an inactive profile? Yes, the app will respond to a remote wipe command, even for inactive profiles. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page of 44
12 3. Passcode Lock Turning on passcode lock will protect your profile and EasiShare app from unauthorized use. Activating a passcode-protected profile will requires entering the correct passcode. Note: If passcode lock is active and you are using ios device with fingerprint reader (Touch ID) enabled, you can use either your fingerprint or passcode to unlock EasiShare. Follow the steps below to activate the passcode lock.. Click on Passcode Lock under settings. Enable Passcode Lock 3. Enter new passcode 4. Enter new passcode again 5. A success will be shown indicating that the new passcode has been set Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page of 44
13 Note:. To change passcode, tap on change passcode.. A default passcode or fingerprint login can be applied to EasiShare upon installation and activation of EasiShare. Please contact your EasiShare administrator for more information. 3. Turn Erase Data on if you wish to delete all EasiShare files upon 0 failed passcode attempts. 4. If you wish to disable passcode lock, turn Passcode Lock off. You will need to enter a valid current passcode to disable this feature. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 3 of 44
14 4 Using EasiShare 4. Navigation Panels Cached files Files available to you even in offline New files Files uploaded to the storage after Online/Offline mode Sends upload requests to external users to upload. Contains files that have been shared to you via EasiShare internal sharing Contains files that you have shared via EasiShare for internal and external recipients Contains files saved into EasiShare from external applications Contains storages, folders or files which were marked as To configure EasiShare settings Storage sites configured in EasiShare Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 4 of 44
15 Sends upload requests to external users to upload. Contains files that have been shared to you via EasiShare internal sharing Contains files that you have shared via EasiShare for internal and external recipients Contains files saved into EasiShare from external applications Contains storages, folders or files which were marked as favourite To configure EasiShare settings Storage sites configured in EasiShare 4. Online / Offline Mode You may toggle EasiShare online and offline by tapping on the EasiShare status icon. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 5 of 44
16 4.3 File Status Cached files Files available to you even in offline mode. New files Files uploaded to the storage after your last visit. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 6 of 44
17 5 Manage File 5. Access file. Navigate to the file using the navigation panel. Files will be displayed on the file list panel of EasiShare. 3. File details such filename, last updated time and file size will be displayed next to the file icon. 5. Open file. Navigate to the file you wish to open. Click on a file. 3. The file will be opened in the file viewer. 5.3 File options Navigate to folder where the file resides Select single file. Click on the pencil icon of the file.. A pop-window with the file actions available for single-selected file will appear. Add selected file to favourites Clear selected file from cache Copy selected file Cut selected file Delete selected file Duplicate a copy of selected file Send selected file via Send selected file via Note: You may have to scroll down to view Send selected file via Note: You may have to scroll down to view this function Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 7 of 44
18 5.3. Select multiple files. Click on the multi-select icon at the top right of the application.. Select the files 3. Click on the file options icon. 4. A pop-window with the file actions available for multi-selected files will appear. 3 4 Copy selected folders and files Cut selected folders and files Delete selected folders and files Download selected folders and files to cache selected folders and files to others Share selected file via EasiShare Internal/ External Share refer to Sharing section for more info Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 8 of 44
19 6 Manage Folder 6. Selected Folder Options Add selected folder to favourites Clear selected folder s cached files Copy selected folder Delete selected folder Note: All contents within the selected folder will be deleted as well. Download all files in the folder onto your device to enable viewing in offline mode Duplicate a copy of selected file Send selected file via 6. Current Folder Options Remove all cached files from folder Quickly create a note Download all files in the current folder to cache Create new folder Upload files to storage Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 9 of 44
20 7 Share file/folder Download Files in EasiShare Users Initiator Share To perform -way sharing of files/folders for recipient to download Edit/Revoke Share in Non-EasiShare Users Click on link to view & download files 7. Internal Share EasiShare enables you to share folder and files to other internal EasiShare users.. Click on the pencil icon of the folder/file that you wish to share. You may select multiple files by clicking on the multi-select icon on the top right. For a detailed guide, refer to 6.3. Select Multiple Files.. Click on Share option. 3. Ensure that Internal is selected 4. Click on add recipients. You can select recipients from AD users, group and distribution lists from your company s address book Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 0 of 44
21 Select No expiry if you do not wish to set. Otherwise, click on the date field to set an expiry. 6. Enter the Message if you wish to. 7. Click on Done at the top right hand corner once you have entered and selected accordingly. 8. The notification will then be sent to the recipient(s). Note: Sharing of files is NOT applicable to storage folders that were created with Alternate Authentication enabled. If you wish to delete the recipient from the sharing, swipe left to show the delete option. Click on delete to remove recipient. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page of 44
22 7. External Sharing EasiShare enables you to share to recipients outside of EasiShare.. Click on the pencil icon of the folder/file that you wish to share.. Click on Share. It will bring you to the Share screen where Internal Sharing is selected by default. 3. Click on External. 4. Turn on OTP (One Time Password) Protection if you require OTP for the folders/files you want to share. Check Notify me of all downloads to receive notification every time a recipient downloads a file. Uncheck Notify me of all downloads to receive notification only for the first time the recipient downloads a file. Check View-Only option for recipients will be able to view, but not download shared files in their web browser. Uncheck if you wish to allow recipients to download the files. This can only be applied to doc/docx, xls/xlsx, ppt/pptx, and pdf documents Click on Add Recipient to add recipients that you would like to share the folder/file to. You will be prompted to choose between Enter Contact Information and Select from Address Book o Enter Contact will require you to enter the contact name and address. o Select from Address Book will enable you to choose external users from your address book. 6. Click on the second option under Expiration if you want to set validity of the file you are sending. You can chose an absolute date and time to determine its validity. 7. Enter the Message to inform recipient(s) about the file that you are sharing through Click on Done at the top right hand corner once you have entered and selected accordingly. 9. The notification will then be sent to the recipient(s). Note: Sharing of files is NOT applicable to storage folders that were created with Alternate Authentication enabled. OTP Protection is not set by default. If you wish to set it, please ensure to enter the Recipient s Mobile Number before clicking on Share or you will be prompt upon clicking on Share. If OTP Protection is not checked, the Mobile Number field is not visible as Mobile Number is not required. OTP Protection is not set by default. If you wish to set it, please ensure to enter the Recipient s Mobile Number before clicking on Share or you will be prompt upon clicking on Share. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page of 44
23 7.3 Receiving external share files. Recipients for external shared file will receive a notification stating who shared the files together with the files that is being shared.. Recipients are able to access shared file via the download link attached in the notification If the files were shared with View-Only permission, recipients will be able to view, but not download, shared files in their web browser Non-OTP protected files Recipient will be able to download the file immediately after clicking on the download link OTP protected files a. Recipients will be required to click on download link. b. Click on Generate OTP c. Enter OTP sent to recipient via SMS and click Submit. d. The Download page will appear upon the correct OTP entered. Click on Download to download the file. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 3 of 44
24 3 Note: The page will expire in 5 minutes. Thus it is crucial that the recipient automatically downloads it after submitting the OTP. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 4 of 44
25 7.3.3 Sender receives Read Receipt . Sender will receive a Read Receipt via to be notified that the externally shared file have been accessed by the recipient. 7.4 Resend You will be able to resend s to your recipients to enable them to access the file(s).. Go to Shared Out Folder to extend the share of a folder/file.. Select on the folder/files that you wish to resend the Select Resend . 3 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 5 of 44
26 7.5 Unshare/Edit Share After sharing out your file(s), you can decide to either Edit You will be able to edit specific users from accessing the share/file and removing file(s)/folder(s) being shared. You will be able to edit the duration of the share by editing the date/time to allow your recipients more time to access the file(s).. Go to Shared Out Folder to edit a folder/file. Select on the folder/files that you wish to edit via the pencil icon. 3. Click Edit 4. If you wish to edit the documents, click on Edit documents. A list of document will be displayed. You may select or unselect the documents. Click done to return to the Edit Share screen. 5. If you wish to remove recipients, unselect the recipients. 6. If you wish to remove link expiry, click on No Expiry. If you wish to edit the expiry, click on the current expiry date and select a new expiry date. 7. Click on Save at the top right. The share will be edited and an notification will be sent to the recipient. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 6 of 44
27 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 7 of 44
28 Unshare You will be able to remove specific users from accessing the share/file and removing file(s)/folder(s) being shared.. Go to Shared Out Folder to unshare a folder/file. Select on the folder/files that you wish to unshare. 3. Click on Unshare which is located at the top right hand corner. 4. A message prompt will appear asking if you want to unshare. Click Yes to unshare. 5. The file(s) will be unshared and an notification will be sent to the recipient. 8 Upload Request 8. Creating Upload Request EasiShare allows you to send upload requests to enable you to let others upload files onto the portal. You can view the files uploaded from your EasiShare application Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 8 of 44
29 8. Receiving Upload Request. Recipients for Internal shared folders/files will receive a notification stating who shared the files together with the files that is being shared.. Recipients are able to access the shared file via the upload link attached in the notification Non-OTP protected files Recipient will be able to upload the file immediately after clicking on the upload link. 8.. OTP protected files Recipients will be required to click on upload link. Click on Generate OTP Enter OTP sent to recipient via SMS and click Submit The Upload page will appear upon the correct OTP entered. Click on Browse file to select file to upload. Click Start upload to upload the file. 3 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 9 of 44
30 Note: The page will expire in 5 minutes. Thus it is crucial that the recipient automatically uploads a file after submitting the OTP Sender receives Read Receipt Sender will receive a file upload notification via to be notified that there has been files uploaded by the recipient to the upload portal. 8.3 Downloading Uploaded File(s) You will be able to view and download files uploaded from external users in the upload requests page. 3 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 30 of 44
31 8.4 Resend . Click on Upload Request button. Check the recipient(s) to select upload request(s). 3. Click Resend (s) to resend upload request (s) Delete Upload Request. Click on Upload Request. Check the recipient(s) to select upload request(s). 3. Click Delete Upload Request(s) to delete the upload request(s) Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 3 of 44
32 9 Versioning EasiShare allows you to view and restore files to previous versions. 9. View Previous Versions of Files. Click on the pencil icon of the file.. Click on Version History to view the list of versions the file has. 3. Click on the Version that you would like to view. 4. Click View to view the file Restore Previous Versions. Click on the pencil icon of the file.. Click on Version History to view the list of versions the file has. 3. Click on the Version that you would like to restore. 4. Click Restore to restore that version of the file. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 3 of 44
33 You can mark any file, folder, or storage as a favourite. Favourites can be accessed easily by tapping on the Favourites menu on the sidebar. To add file or folder to Favourites:. Tap the pencil icon on a file or folder and then tap on Add to Favourites menu. 3 4 To add storage to Favourites:. Tap and hold the storage, an Add to Favourites popup will be shown. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 33 of 44
34 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 34 of 44
35 0 Extra Features 0. PDF Annotation EasiShare gives you the convenience of annotating a PDF file. You can insert text, images, arrows, shapes, and more to a PDF file. You can also add a signature or draw on top of PDF pages. Open a PDF file and activate the PDF annotation toolbar by tapping PDF annotation icon of the PDF viewer screen. on the the bottom. PDF annotation toolbar will be appeared on top of the screen.. And then you can use the annotation toolbar to annotate your PDF file. For example, tap and hold the text annotation icon and then tap on signature icon to insert a signature. 3. Draw your signature and tap Done when you re finished. Your signature will be added to the PDF page. 0. PDF Form Filling EasiShare gives you the convenience of filling up a PDF Form ONLINE. You can fill, save, share and sync it. Users on the go will value this. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 35 of 44
36 0.3 Saving an external file 0.3. To save a file from an external application. Open a file that you would like to import to EasiShare with an external application. Click on Open In button and open it in EasiShare 3. Click on EasiShare. File will be opened in EasiShare. 4. Edit the file name if you wish to do so. 5. Select Local to save the file to Local Files, or select Server to save the file to your Storage To open a file from Local Files. Navigate to Local Files via EasiShare navigation panel. Click on Open In folder 3. Click on the file that you wish to open Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 36 of 44
37 0.4 Create a Note You can create a quick note with rich interface and save it to your Local Files or Storage directly on EasiShare app. You can add text, drawing, images, and more to the notes.. Navigate to a folder and find Create a Note menu by tapping the button.. Edit and then tap button to save the note Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 37 of 44
38 0.5 Saving a file from Server to Local Files To save a file to local files from your server. Navigate to a file that you would like to edit via EasiShare navigation panel. Click on the file of your choice to open 3. Make the necessary amendments 4. Click on to save and then select Local in the Save Option. Note: Folder structure identical to the source location of the amended file in server will be created in Local Files. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 38 of 44
39 Locating the saved file in Local Files. Navigate to Local Files via EasiShare navigation panel. Navigate to the folder created from saving the file above Note: This feature is limited to editing PDF files via EasiShare PDF annotation feature. 0.6 Saving a file from Local Files to Storage To save a file from Local Files to your Storage. Navigate to a folder of your choice in Local File folder.. Click and hold on the file that you would like to make a save to storage. 3. Click on Copy if you would like to retain the copy of file in your device. 4. Navigate to the desired storage and click on Paste (from ). 0.7 EasiShare App Extension EasiShare provides ios Document Provider app extension. With this extension, ios app which implement support for this feature can import or open files from EasiShare storage. For example, you can attach files from your EasiShare storage from ios Mail.app. To import files from EasiShare storage Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 39 of 44
40 . Each app may have different way to import or open from Document Provider app extension. For example, in ios Mail.app you can tap and hold the screen when composing a message to display an array of available options and then tap Add Attachment option.. ios will let you select Document Provider storages. Tap Locations button on the top-left of your screen to reveal all available storages. 3. Select EasiShare, or tap More if EasiShare storages is not currently displayed on the Locations screen. Browse and select file from your EasiShare storage. Note: To use this feature, you need to activate an account which has Open-In permission in your EasiShare app. Check with your EasiShare administrator to confirm your account s policy. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 40 of 44
41 Access Files. Shared In Receiving Internal Shared file/folder(s):. Click on Shared In. Recipients for Internal shared files will receive a notification stating who shared the files together with the files that is being shared. 3. Files will be updated into the recipient s Shared In Folder in EasiShare after the sharing is completed.. Shared Out. Click on Shared Out. Files will be updated into the sender s Shared Out Folder in EasiShare after the sharing is completed. Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 4 of 44
42 Advanced: Setting up File Storage(s). Add New Storage In case your storage cannot be found or you may want to add more storage(s), you may follow the following steps below... For storage with your personal credential. Select Storage Settings. Click Add New Storage 3. Select the desired storage type CIFS (NAS, Windows File Sharing) Microsoft SharePoint site Office 365 (SharePoint Online) Amazon S3 Windows Azure 4. Enter Storage Name of your choice and Storage URL to your desired storage. Click on Save. 3 4 Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 4 of 44
43 .. For storage with alternate authentication. Select Storage Settings. Click Add New Storage 3. Select the desired storage type 4. Enter Storage Name of your choice and Storage URL to your desired storage. 5. Enable Alternate Authentication and 6. Enter the appropriate username and password. 7. Click on Save Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 43 of 44
44 . Remove Storages 3.3 Edit Storage Copyright 06 Inspire-Tech Pte Ltd. All Rights Reserved. Page 44 of 44
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