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Creating a File Transfer

Updated

File transfers are a way of delivering final images and PDF’s to a client without needing to use another service provider.

They are similar to client galleries, but instead of creating a web page where clients can browse images, it creates a ZIP file with all the images and any PDF’s you want to include (up to 100MB for all file types) for download.

Please see the Workflow Supported File Types guide for the types of images supported in File Transfers.

Video overview

Creating a File Transfer from the Overview Page

  1. Navigate to the Workflow > ‘Overview’ page

  2. Click ‘New File Transfer’. The ‘New File Transfer’ dialogue panel is displayed.

  1. Enter the File Transfer Name.

  2. You can optionally assign an existing client to the file transfer. Start typing the name of the client in the ‘Client’ field. Any matching clients will appear in a list under the field, or use the dropdown to select an existing client. Click on the client that this file transfer belongs to.

  3. 'Create New Client' if required

  4. Click ‘Add File Transfer’ or ‘Cancel’ to exit

File Transfer Preview

  1. Upload Files (you can not upload files that are already compressed in a ZIP archive)

  2. Return 'Back to File Transfers' panel

  3. Send from 2GB to 10GB of files (depending on your plan) as a downloadable ZIP file. Files will automatically expire after one week.

  4. 'Send File Transfer' will not be accessible until images have been uploaded

For next steps see: Adding and Removing Images to a File Transfer

Reach us at our live chat or via our email info@format.com if you have any more questions. We’re happy to help!

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