Creating and Defining Safes

Once you’ve built your group and profiles, you can now start to create and define Safes.

  1. Go to Connectors > Safes > + New Safe.

The options here include:

  • Name: Enter a name; for example, “Safe In” for an incoming Safe.
  • Description: Enter a suitable description; for example, “Incoming Safe”.
  • The Public Path field is the external link.
  • The Auth. Profile is the profile type that you built before.
  • Notify Users means that every time a file is uploaded, the user that receives the file will be notified.
  • Review Profile can be selected if you want a certain reviewer to confirm that the files are approved. In this case the files must be approved before they can be uploaded to the network.
  • Allow Share files should be selected if you want to send files out externally.
  • Select Individual folder per user if you want the files to go to a specific folder (per user) on the network.
  • Select SFTP if you want to use this method for securely transferring files.
  • Turn on Allow Safe Direct Access if you want to enable receiving files from guest users.
  • Select Display Download Client for the downloaded client to appear.
  • Turn on OTP if you want this option to be activated when an email is sent.
  1. Click Create to finish creating the Safe.