Nextiva Drive The Setup Process Mobility & Storage Option

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1 Nextiva Drive The Setup Process The Setup Process Adding Users 1. Login to your account and click on the Account icon at the top of the page (this is only visible to the administrator). 2. Click Create New User 3. Enter the name and address of the person being invited to the account. 4. If desired, set reserved area, if you chose to set "0 GB" available space will be allocated dynamically among all users. 5. Set the user s permissions. This will determine whether the user is able to write or upload to the root folder. 6. Click Save. The person that you just added will now receive an with an invitation to the account from you. The contains a link to complete registration. Upon registration, the user only needs to enter a username, a password and a secret question. After clicking Save, a list of users is shown and allows you to see the status of those you have invited, for example if they have completed their registration or not. 1

2 Nextiva Drive The Setup Process The Setup Process Editing Users 1. Click the Account icon 2. Click the first name of the user you wish to edit (or select the checkbox before the name, then select Edit from the Manage menu) 3. You can now change the reserved area or permissions for the user. 4. Select Save when finished. 2

3 Nextiva Drive The Setup Process The Setup Process Creating Groups 1. Click the Account icon, then Groups in the left column. 2. Select Create new group 3. Enter a group name and click Save. 3

4 Nextiva Drive The Setup Process The Setup Process Adding Users to Groups 1. Click the Account icon. 2. Select users from the list that you want to add to a group. 3. Select the group to which users should be added from the Add to group menu above. The Setup Process Uploading Files 1. Login to your account and click on the My files icon at the top of the page. 2. Click the Store button (next to Manage). This will open another window. Drag and drop the files you wish to upload onto this window. Alternately, you may click on the or use our basic uploader link at the bottom of the page to search for the file, then click Open. 4

5 Nextiva Drive The Setup Process The Setup Process Downloading Files 1. Login to your account and click on the My files icon at the top of the page. 2. Click on the filename of the stored file you wish to download. This will automatically download the file to your computer. The Setup Process Deleting Files 1. Login to your account and click on the My files icon at the top of the page. 2. Select the checkbox next to the file you wish to delete. You can select multiple files to be deleted. 3. Then, select Delete from the Manage menu. 4. A dialogue box will appear. Click Ok to move the selected files to the Recycle bin. 5

6 Nextiva Drive The Setup Process The Setup Process Restoring Deleted Files 1. Login to your account and click on the My files icon at the top of the page. 2. Click on Recycle bin in the left column. 3. Select the checkbox next to the file you wish to restore. You can select multiple files to be restored. 4. Then, select Restore from the Manage menu. 5. The files will then be placed in the folder they were initially deleted from. 6

7 Nextiva Drive The Setup Process The Setup Process Permanently Deleting Files 1. Login to your account and click on the My files icon at the top of the page. 2. Click on Recycle bin in the left column. 3. Select the checkbox next to the file you wish to permanently delete. You can select multiple files to be permanently deleted. 4. Then, select Permanently delete selected from the Manage menu. 5. A dialogue box will appear. Click Ok to permanently delete the selected files. 7

8 Nextiva Drive The Setup Process The Setup Process Creating Folders 1. Login to your account and click on the My files icon at the top of the page. 2. Then, select Create New Folder from the Manage menu. 3. Name your folder and click Save. 8

9 Nextiva Drive The Setup Process The Setup Process Moving Files to Folders 1. Login to your account and click on the My files icon at the top of the page. 2. Select the checkbox next to the file (or files) you wish to move. 3. Then, select Move from the Manage menu. 4. A pop up will appear prompting you to select the folder you wish to move the file to. Select the folder then click Ok. 9

10 Nextiva Drive The Setup Process The Setup Process Sharing Files/Folders 1. Login to your account and click on the My files icon at the top of the page. 2. Select the checkbox next to the files or folders you wish to share. 3. Then, select Share from the Share menu. 4. A pop up will appear prompting you to select how you wish to share your content. In this popup you will be provided with a direct link to your content as well as the option to send the link to an address. You can also set up a password for your shared content. 5. Click Ok when done. 10

11 Nextiva Drive The Setup Process The Setup Process Removing Shares 1. Login to your account and click on the My files icon at the top of the page. 2. Select the checkbox next to the files or folders you wish to un-share. 3. Then, select Remove Share from the Share menu. 4. A dialogue box will appear. Click Ok to delete the selected shares. 4. A dialogue box will appear. Click Ok to delete the selected shares. 11

12 Nextiva Drive Application Desktop Client Download & Install 1. Login to your account and click on the Downloads link at the top of the page. 2. Click on the link under Nextiva Drive appropriate to your operating system. This will download the executable installation file. 3. Open the file. Follow the prompts on the screen to allow for the installation. 4. When the installation completes, select the checkbox to launch the program and click Finish. Desktop Client Setup 1. Launch the program. 2. Click Next on the Setup screen. 3. Enter your Username and Password on the following screen and click Next. 4. The next screen will prompt you to name your Backup. Click Ok. 5. You will then be prompted to select the files/folders you wish to back up. Do so, and click Ok. 6. Choose you settings for locally deleted files then click Ok. 7. A quick tour of Nextiva Drive will then start. Click Next until you reach the The installation is complete screen. Click Finish on this screen. 12

13 Nextiva Drive Application Desktop Client Status Screen At the Status screen, you will see the most recent uploaded and downloaded files along with the time the backup/recoveries occurred. This screen also displays the remaining time left on an active backup. 1. This indicates when your next backup is scheduled to occur. 2. Click here to force a back up. 3. Click here to view your backup online. 4. Click here to restore a backup. 5. Here is a list of your most recent backups. 13

14 Nextiva Drive Application Desktop Client Edit Screen At the Edit screen, you many change which folders and files to include in your automatic backup. 1. Select general folders you wish to back up here. 2. Click here to select specific files and folders to back up 3. Click here to view your backup online. 4. Click here to restore a backup. 14

15 Nextiva Drive Application Desktop Client Settings Screen In the Settings screen, you can change how often and when a backup takes place and whether or not you d like to be notified when a backup is complete. You may also choose to have the application start when Windows starts. 1. Your log in credentials are stored here. 2. Alter the application s preferences here. 3. Select the intervals at which backups to occur. 4. Designate the amount of bandwidth the Nextiva Drive uses while backing up your files. 15

16 Nextiva Sync Application Desktop Client Download & Install 1. Login to your account and click on the Downloads link at the top of the page. 2. Click on the link under Nextiva Sync appropriate to your operating system. This will download the executable installation file. 3. Open the file. Follow the prompts on the screen to allow for the installation. 4. When the installation completes, select the checkbox to launch the program and click Finish. Desktop Client Setup 1. Launch the program. 2. Click Next on the Nextiva Sync Installer screen. 3. Enter your Username and Password on the following screen. Your computer name will automatically populate into the appropriate field. Click Next. 4. A quick tour of Nextiva Drive will then start. Click Next until you reach the You are ready to start! screen. Click Leave Tour on this screen. 16

17 Nextiva Drive Application iphone & ipad Client Download and Install 1. Download and install the Nextiva Drive app from the App Store. 2. Launch the app. 3. Enter your Username and Password in their respective fields then click Login. 17

18 Nextiva Drive Application iphone & ipad Client Nextiva Drive Screen 1. Upon logging in, you will, by default, arrive at the Nextiva Drive screen of the app. From this screen you can: View your recently uploaded images and documents. Access all of your stored files. View your Computer Backups. Access files in your Common folder. Access your Favorites. Access your Shared files. Search for a particular file. Activate auto upload for camera (automatically uploads any pictures taken with your mobile device. Navigate to other screens within the app 18

19 Nextiva Drive Application iphone & ipad Client Upload Screen 1. The Upload button is located to the right of the Nextiva Drive button. From this screen you can upload photos right from your mobile device. 2. You can specify which folder within your Nextiva Drive you would like the uploaded content to be saved to by tapping the Choose folder button. 3. Once you select where you would like the files uploaded to, you will be taken to Photo folders on your phone. Select the photos you wish to upload and tap the Upload button in the upper right corner. 19

20 Nextiva Drive Application iphone & ipad Client Settings Screen 1. The Settings button is located to the right of the Upload button. From this screen you can view and change your Nextiva Drive settings. These include: Your Nextiva Drive Username. Whether you d like the app to remember your Username. The size of your drive and the amount of space free on it. The option to log out of the app. Whether or not the pictures on your mobile device get automatically backed up to the Nextiva Drive. File browser settings. Whether the app resumes at the screen where it left off when it was shut down.. Help articles App software version 20

21 Nextiva Drive Application Mobile Client Android 1. Download and install the Nextiva Drive app from the Google Play Store. 21

22 Nextiva Drive Application Mobile Client Windows Phone 1. Enter instructions here. 22