Transfer Client Help

What do you want to do?

Use your mouse to transfer files

Transfer or modify files on your computer

Transfer or modify files on the server

Check to see if you are connected to the server

Change your password

Troubleshooting

Transfer files by dragging them with your mouse

To transfer files using your mouse, select the file or files you want to transfer and use your mouse to drag them to the desired location.

Notes

  • You can transfer individual files or multiple files or folders. To select multiple individual items, press and hold Ctrl (Windows) or (Mac). You can also press and hold Shift to select a range of items.
  • If you select a folder, the entire contents of the folder will be transferred.
  • Your transfer options are controlled by the administrator. For example, you may be able to download files, but not upload them, or you may be able to transfer a file to the server, but not be able to view the files on the server.
  • The file list is updated after a transfer. To view changes press F5 to refresh the file list.

Local file options

  • To display the following options, right-click items in the local (left) pane.

     

    Send File

    Sends the selected file or files to the location currently displayed under Server files.

    If Send File and Send File As are grayed out, check to see if you are connected and that you have one or more files selected.

     

    Send File As

    Prompts you for a new file name, then sends the file to the server.

     

    Refresh List

    Updates the local file list to reflect changes.

     

    New Directory

    Creates a new subfolder in the current folder.

     

    Rename File

    Renames the selected files or folders.

     

    Delete File

    Deletes the selected file or files.

    Note: If you select a folder and then click Delete File, the entire folder and all files and subfolders within that subfolder will be deleted after you confirm the action.

     

     

     

    Edit File

    Opens the selected file using the associated editor so that you can edit the file contents.

    Double-clicking a file is equivalent.

     

Server file options

  • To display the following options, right-click in the server (right) pane.

    Note: The ability to view and modify server files is configurable by the server administrator. A message telling you that an operation has failed may indicate that your rights have been restricted by the administrator.

     

    Receive File

    Transfers the selected file or files to your computer at the location currently displayed under Local files.

     

    Receive File As

    Prompts you for a new file name, then transfers the file to your computer.

     

    Refresh List

    Updates the server file list to reflect changes.

     

    New Directory

    Creates a new subfolder in the current folder.

     

    Rename File

    Renames the selected files or folders.

     

    Delete File

    Deletes the selected file or files.

    Note: If you select a folder and then click Delete File, the entire folder and all files and subfolders within that subfolder will be deleted after you confirm the action.

     

     

     

    Edit File

    This option is not available for server files.

     

Check your connection

To check to see if you are connected to the server, look at the status message at the bottom-left corner of the Transfer Client.

  • If you are connected, the status message says Connected to server.

    Note: You may or may not see files under Server files on the right-hand side of the client when you are connected. Your ability to view files is configured by the server administrator.

  • If you are not connected, the status message says Disconnected.

Change your password

Look for a menu option called Edit Profile. If it is available, click it, then enter your current password and your new password.

If you log in using your Windows domain credentials, the Edit Profile option is not available. You cannot change your Windows password from the Transfer Client.

If you authenticate using a smart card, hardware token, or saved certificate, the Edit Profile option is available, but the password is not used.

Transfer Client Troubleshooting

Connection and transfer troubleshooting must be done by a Web Edition administrator. Troubleshooting information is included in the Web Edition Administrators Guide, available from the Reflection for Secure IT Web Edition documentation page.