My Files- Archive folders

SafeSend Exchange Suite version only. 

Archive Folders are just like inbox folders in a standard email service.  You may create these folders to hold specific pieces of information for record-keeping up to the file's expiration date.  You can also create custom expiration periods for files kept in certain folders.

Creating New Folders

You can create an entire tree of folders to better help organize the files you receive. You can create parent and/or child folders. 

Info

• Folders can either contain sub-folders or files but not both.
• Retention Periods determine when an item will be automatically deleted from SafeSend Exchange. 

To create a parent folder: 

1. Click Add Folder. 
2. Type a Folder Name into the folder name field. 
3. Select a Retention Period using the retention period drop-down.
   • When a file is placed in an archive folder it is automatically assigned the retention period of the folder it is in. 
4. Click Create to save the new folder. 

To create a child folder:

1. Click the Parent Folder. 
2. Click Add Folder. 
3. Type a Folder Name into the folder name field. 
4. Select a Retention Period using the retention period drop-down. 
   • The sub-folder retention periods cannot be longer than the parent folder.
   • When a file is placed in an archive folder it is automatically assigned the retention period of the folder it is in, even if it is lower than the parent folder.
5. Click Create to save the new folder. 

Editing Folders

After you have some folders created you will see them listed within SafeSend Exchange. You can navigate into these folders by clicking on them. 

Bulk Edit

By selecting one or multiple folders with the checkbox on the left you can perform actions on the folder like renaming, deleting, or changing the retention period.

1. Click the checkbox to the left of the folder(s) to be edited. 
2. Click the Move To button to move the selected folders (only available for sub-folders). 
3. Click the Change Retention Period button to change the retention period for the selected folders. 
4. Click the Delete button to delete the selected folders. 

Individual Folder Edit 

By hovering over a folder you can perform actions on the folder like renaming, deleting, or changing the retention period.

1. Hover over the folder(s) to be edited. 
2. Click the Edit button to change the name of the folder. 
3. Click the Move To button to move the folder. 
4. Click the Change Retention Period button to change the retention period for the folder. 
5. Click the Delete button to delete the folder. 

File-View of Folders

Within each folder that contains messages, you can toggle the view so that you can view only the attachments from those messages. This will allow users to find saved attachments and download them more easily. 

1. Click the folder to view. 
2. Click the File View toggle on to view only associated files. 

This displays the contents of the folder as a list of all the attachments instead of a list of all the messages. Clicking on each file triggers it to download.

Move Items to a Folder

Items in your Inbox can be moved into an existing folder. 

1. Click the checkbox to the left of the item to be moved. 
2. Click the Move To icon. 
3. Click the folder where the item is to be placed. 
4. Click OK to move the item.