kiteworks Mobile App User's Guide: Windows Phone 8.1
Contents
1. kiteworks Mobile App User s Guide Windows Phone 8 1 Page 13 Using kiteworks Windows Mobile App Manage Folders Manage Folders Folders provide a secure location in which to collaborate with others You can add different file types to a folder organize the files into nested folders and invite colleagues clients or partners to join a folder Folder Basics The Owner and Manager of a folder controls access to files inside the folder by assigning each participant a role such as Downloader or Collaborator The mobile app allows you to view and download files from a shared folder to your mobile device My Folder Accellion AndroidMobileAppUser Jun 09 2014 10 06 24 PM View Details Accellion iOSMobileAppUsersG Jun 09 2014 10 06 23 PM Create New Folder AppConnect Sales Demo Questi Mar 28 2014 9 40 08 AM o Create New File Secure desktop container 11241 Nov 25 2014 12 01 28 AM Add From Photos a iaaa test png Jun 03 2014 11 36 59 AM kiteworks Files My Folder 0 Folders 5 Files Modified Date Nov 25 2014 12 01 28 AM Created Date Jan 24 2014 3 36 59 PM Created By Erica Whitacre Access Role Owner Path kiteworks Files My Folder Shared Link https company kiteworks com a BCd3Fg Erica Whitacre Jan 08 2015 5 06 13 PM You downloaded files in My Folder 7 Erica Whitacre Jan 08 2015 5 06 11 PM Table 3 Folder and File Icons Icon Descripti2. On PDF files this function can be used only for deleting an annotation this does not work for editing text on the file File Brings up a menu to perform the following functions e Save e Save As when possible e Help Brings up the Accellion FAQs z Freehand line Allows you to draw a freehand line in a PDF Portable Document Format file Highlight Highlights the selected text in a a PDF Portable Document Format file Keyboard Brings up the keyboard so you can type in the document a Line Color Change the color and opacity of the line Line Thickness Adjust the thickness and opacity of the line Line Type Select solid dotted and other types of line styles DI Note Comments Allows you to insert a comment on a PDF Portable Document Format file Pages Shows thumbnails of each page in a carousel format You can pan left or right to Bh select any page to view normally or return to the previous one by tapping the Pages icon again x Reject annotation To reject the freestyle line you may have placed tap this icon to delete it Di Shape Fill Allows you to fill the shape with a color and adjust the opacity of the fill Page 60 kiteworks Mobile App User s Guide Windows Phone 8 1 Appendix B Icons and Symbols Table 3 Integrated Mobile Editor Icons and Symbols Icon Description Notes Undo Redo After making a change to your document you can undo and later re do the action Pal where po
3. Using kiteworks Windows Mobile App Integrated Mobile Editor The icons used in the PDF Annotator tool are as follows Table 12 PDF Annotator Tool Top Menu Icons Button Description oO 3 Close File O E Cut Paste View Annotate Annotation List N Bookmarks Add Bookmark Pages Bookmarks Delete Highlight Freehand line SROs Closes the file If you have made changes in your document you will be prompted to save your file Brings up a menu to perform the following functions e Save e Save As e Help Brings up the Accellion FAQs To be used only for deleting an annotation this does not work for editing text on the PDF file Brings up a menu to perform the following functions e Reflow Normally pages are laid out as they would be printed When you reflow the file font sizes are scaled to be readable images are scaled to be no bigger than the screen and objects such as tables are laid out vertically rather than horizontally e Find Brings up a search dialog box e 3D Changes the document to use a red blue Anaglyph 3D effect Brings up a menu to add the following elements e Annotation Add highlighting notes freehand lines and comments to the file e Shapes Lines shapes and callouts not currently supported e Image Images currently saved in your device not currently supported e Photo Opens your camera to take a photo and place t
4. Adding NNN 49 ga EEE EE EE 50 FEELIN 50 EM 50 PN S ee ea ne ee ee A EA ne eee eee 52 RESOU asta crest antec A ane rca atses E coined ei arctebeateemannecotionades 53 Appendix A User Roles unsrnrrrrrvsrrvsrrsernvsrnsrrvsrnvsrnssersssrsserssrnverssernsersserssenserssenssenn 55 Appendix B Icons and Symbols mmnrrnrrrorrrrrrrrrrvrrsrrvsrrvsrrvsrnvennsrrssrrrrrnsernsernsnn 57 Page iv kiteworks Mobile App User s Guide Windows Phone 8 1 Preface Welcome At Accellion enterprise security is our primary focus Second to security is our commitment to business mobility Whether you are sharing files within your organization or collaborating with multiple teams across the globe we are committed to providing you with the definitive platform for working with content securely Welcome to kiteworks The kiteworks solution gives you powerful and secure access to content wherever you are so YOU can share with confidence With kiteworks you can work seamlessly from web browser to desktop to tablet and smartphone and always be connected to your files The kiteworks Mobile App extends secure collaboration to your mobile device The mobile app allows you to collaborate from your mobile device by providing secure access to files stored in kiteworks As a mobile app user you can access files securely without a VPN Accellion provides server based security to enforce security policies from a central administra
5. Bookmarks To view the bookmarks that currently exist in the file tap the bookmark icon in the Navigation Bar The following panel appears This is Header 1 This is Header 2 This page uses the First master page This is Header 3 Lorem ipsum dolor sit amet consectetur adipisicing elit sed do eiusmod t veniam quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea com esse cillum dolore eu fugiat nulla pariatur Excepteur sint occaecat cupida laborum This is Header 4 e Create book Cover sheet s TOC two column Chapter Web Interface Chapter Mobile Training Type Administrative End User lt Change Customer Name Variable gt This is Header 1 This is Header 2 This page uses the Continued ma Graphics Tables To view nested bookmarks tap the triangles to collapse or expand the headers To add new bookmarks to your file perform the following steps 1 Navigate to the destination to which you would like the new bookmark to appear Page 52 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Resources 2 Tap the Add Bookmark button EP You are prompted to enter a name for the new bookmark 3 Tap Done The new bookmark appears in the list of bookmarks Resources For further information refer to the kiteworks User s Guide If you have questions that were not answered by this guide visit our knowledge base at https sup
6. Create New folder to which the item in the Move Tray should be moved or copied e Move Files to Folder When you move a file to another folder the file history and comments move with file The file is deleted from tray and from its original location when the move is completed e Copy Files to Folder When you copy a file to another folder the copied file does not retain its history or comments The original file stays in its current location and is copied to the selected location It also remains in the Move Tray until you remove it Folder Actions u n When you select a folder and tap the icon the following actions are available to you to perform Actions From this menu you can View Details View Details Create New Folder Create New File Add from Photos Create New Folder Create New File Add From Photos Page 18 kiteworks Mobile App User s Guide Windows Phone 8 1 View Details Using kiteworks Windows Mobile App Manage Folders When you view the details of a folder you are have further actions that you can perform on the folder Those actions are detailed below My Folder kiteworks Files My Folder 0 Folders 5 Files Modified Date Nov 25 2014 12 01 28 AM Created Date Jan 24 2014 3 36 59 PM Created By Erica Whitacre Access Role Owner Path kiteworks Files My Folder Shared Link https company kiteworks com a BCd3Fg mur Erica Whitacre i Jan 08 2015 5 06 13 PM as Yo
7. Engineering Financial Information Logical Lookup and reference Maths and Trigonometry Statistical Text All b Tap the type of formula you would like to use More than 100 available functions are available c Select the formula 4 Tap Done If you edit a cell value the spreadsheet is recalculated including dependencies Formatting Cells When you highlight a cell or a group of cells a formatting action bar appears above the highlighted area in an iPad or a formatting action bar appears at the bottom of the screen in an iPhone Using this menu or action bar you can perform the following functions e Bold italicize and underline e Change font and size color of the text and background color e Change alignment of the cell kiteworks Mobile App User s Guide Windows Phone 8 1 Page 41 Using kiteworks Windows Mobile App Integrated Mobile Editor e Insert rows or columns e Change the number format of the cell Page 42 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Integrated Mobile Editor Microsoft PowerPoint Files The process to edit PowerPoint slides is very similar to editing a Word document Save your changes Navigation The menus in the PowerPoint interface are very similar to the Word document The differences in icons are listed below Table 10 Mobile Editor Icons for PowerPoint Icon Button Description S
8. In Before you sign in open the Welcome email from Accellion where you will find the Service URL Use this information to log in to the kiteworks Mobile app Note Your kiteworks Administrator may have personalized this landing page to your company s specifications This document shows the defaults Enter your kiteworks URL gt kiteworks 1 On the Settings Sign In page enter the Service URL kiteworks Mobile App User s Guide Windows Phone 8 1 Page 7 Using kiteworks Windows Mobile App Getting Started 2 Tap the right arrow A popup welcome window appears Welcome Username Password 3 Enter your Username and Password The kiteworks Mobile app requires an authorized account on kiteworks If you have forgotten your login credentials contact your IT department or kiteworks Administrator 4 Tap Sign In Create a PIN As a mobile app user you can download files to your mobile device for use offline The PIN prevents unauthorized access to files that have been downloaded The frequency for PIN authorization is set by your kiteworks system administrator Note If your kiteworks administrator has configured the PIN to Never Ask you won t be prompted to create a PIN Create PIN Please create a 6 digit PIN to protect access to files 1 When you log in for the first time you are prompted to create a PIN Tap OK 2 Enter a six digit PIN 3 Tap OK To correct the PIN tap DEL The mobile a
9. Using kiteworks Windows Mobile App Manage Folders Create New Folder Create New File Add from Photos eriin Actions California Northern View Details Jan 08 2015 7 26 21 PM Southern Create New Folder Jan 08 2015 7 26 51 PM 2 Folders T Files Blank doc docx Jan 08 2015 7 26 01 PM Modified Date Jan 08 2015 7 26 51 PM Created Date Jan 08 2015 7 24 40 PM Created By Erica Whitacre Access Role Manager Path Shared Link https company kiteworks com a bcD3 SSN EN Add From Photos Jan 08 2015 7 25 58 PM Engineer jokes jocx Jan 08 2015 7 26 00 PM Create Folder Progress Reports xlsx Jan 08 2015 7 26 04 PM Create a File lt cl ar prs er Description File Type CHOOSE FILE C DOC C PPTX all DOCX XLS C PPT C XLSX File Name File name no extension CANCEL CREATE Page 22 kiteworks Mobile App User s Guide Windows Phone 8 1 Roles Using kiteworks Windows Mobile App Manage Folders Roles are assigned by the manager of a specific shared folder your role determines what functions you are able to perform on files within that shared folder The roles that you have available to assign to collaborators on a folder are Viewer Downloader Collaborator Manager Owner Assigned to users who need to see the content that appears in a folder but may not download the file edit the file or make comments o
10. file from desktop laptop or mobile device through the Accellion system as users collaborate and share files We have created a secure mobile file sharing system that allows When you select text on a tablet sized device an action menu with editing options appears near the highlighted area On a phone the action bar appears at the bottom of the screen Equivalent features are available on both types of device kiteworks Mobile App User s Guide Windows Phone 8 1 Top Menu Icons Using kiteworks Windows Mobile App Integrated Mobile Editor The top of the screen shows icons for actions global to the whole document and application not just to the part you are currently working with Table 9 Mobile Editor Top Menu Icons Description Icon Button Close B File Cut Paste S Keyboard c Undo Redo Pages Closes the file and takes you back to the kiteworks interface If you have made changes in your document you will be prompted to save your document Brings up a menu to perform the following functions e Save e Help Brings up the Accellion FAQs Brings up a menu to perform the following functions Delete Cut Copy Paste Brings up a menu to perform the following functions e Reflow Normally pages are laid out as they would be printed When you reflow the file font sizes are scaled to be readable images are scaled to be no bigger than the screen and objects such as table
11. from Dropbox Google Drive Content Icon indicates that the content source is a Google Drive Home Share Icon indicates that the content source is the home directory of your operating system OpenText Content Icon indicates that the content source is from OpenText SharePoint or Microsoft OneDrive Icon indicates that the content source is from Microsoft OneDrive Content SharePoint 2013 SharePoint Online or SharePoint 2007 or 2010 Windows File Shares Content Icon indicates that the content source is Windows File Shares CIFS or Distributed File Systems DFS For a complete list of icons and their meanings refer to Appendix B Icons and Symbols From the enterprise content folders you can perform the following actions on files refer to Integrated Mobile Editor Download Lock Unlock available in SharePoint Box Documentum OpenText and OneDrive for Business refer to Locking Files Upload files to The Move Tray Add new version refer to Versions Use The Move Tray Edit files using the Integrated Mobile Editor You use kiteworks to access files and folders but you cannot make any changes to the folder hierarchy The folder hierarchy continues to be managed outside of kiteworks You can however add files and versions where supported kiteworks Mobile App User s Guide Windows Phone 8 1 Page 33 Using kiteworks Windows Mobile App Settings Settings Your personal settings include your account information password
12. preferences and contacts View these settings by tapping the Settings icon Ep from any screen The following screen appears kiteworks Erica Whitacre Logout Build version number 1 1 0 34 To change any of your settings log in to kiteworks using your desktop Reset PIN To reset your pin tap Reset PIN This action logs you out of the mobile app and when you log in again you are prompted to set a new PIN User Photo Your profile photo appears next to every action that you perform both on your own account and other users accounts To change your user photo log in to the kiteworks server on a desktop Logout When you tap this section a confirmation window appears asking whether you meant to sign out of kiteworks When you tap OK you are logged out of kiteworks and have to log in again with your credentials to access your files Page 34 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Integrated Mobile Editor Build Number This is for internal use only Integrated Mobile Editor The kiteworks integrated mobile editor combines the ease of use with many of the standard features in a desktop office document editing tool This mobile editor is compatible with and works seamlessly with Adobe PDF Microsoft Word Microsoft Excel and Microsoft PowerPoint compatible editors for your mobile device supporting the following file types e Microsoft Word Files 97 2003 d
13. the bar becomes visible Table 1 The Navigation Bar Icon selected Description Notes Folder The default view for creating adding sharing and viewing files and folders C refer to Collaboration View Where You Work Shared Folders Filters the list of folders to those folders that you have shared with other Favorites Filters the list of folders to those folders and files that you have marked as k Favorite Move Tray Opens The Move Tray screen a Help Provides links to User s Guides other information and useful links Settings Allows you to either sign off or edit your current user settings refer to Edit fey Settings For a complete list of icons and their meanings refer to Appendix B Icons and Symbols Page 10 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Getting Oriented A Guided Tour Collaboration View Where You Work The collaboration view indicates the folders and files to which you have access When you first enter kiteworks you are prompted to select your file location kiteworks files or Access Enterprise Content Stores License Enabled My Folder Accellion_AndroidMobileAppUser Jun 09 2014 10 06 24 PM View Details Accellion iOSMobileAppUsersG Jun 09 2014 10 06 23 PM l Create New Folder AppConnect Sales Demo Questi Mar 28 2014 9 40 08 AM Create New File Secure desktop container 11241 Nov 25
14. you added to the Move Tray listed x Move Tray ALL Accellion_AndroidMobileAppUsers Jun 09 2014 10 06 24 PM Proposal Worksheet xls XLS Jan 08 2015 7 26 06 PM Note Any comments associated with the file are also moved with the file to the Move Tray To view those comments tap the file 5 Inthe Move Tray tap the circle to select the file to copy or move Page 16 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Manage Folders 6 Tap the button in the upper right corner You are prompted to either Move Copy to Folder or Remove from Move Tray Actions Move Copy Files to Folder Remove from Move Tray Note If you tap Remove Files from Tray the file s are deleted from the Move Tray You are not deleting the file s entirely you are only deleting from the Move Tray itself 7 Tap Move Copy Files to Folder You are then prompted to select a source or location to which the item should be moved or copied Select Source kiteworks Files Favorites Shared Folders 8 Navigate to the location to move or copy your files kiteworks Mobile App User s Guide Windows Phone 8 1 Page 17 Using kiteworks Windows Mobile App Manage Folders 9 Tap the three lines button A menu of actions appear Actions Create New Folder Move Files to Folder Copy Files to Folder 10 Tap the function you would like to perform e Create New Folder
15. 2014 12 01 28 AM Folder Add From Photos My test png ei kiteworks Files My Folder 0 Folders 5 Files A lli AndroidMobileAppU Guide 4 Modified Date Nov 25 2014 12 01 28 AM EEE NEON li a Created Date Jan 24 2014 3 36 59 PM Created By Erica Whitacre Modified Date Access Role Owner oo Jun 09 2014 10 06 24 PM Path kiteworks Files My Folder Created By Shared Link https company kiteworks com a BCd3Fg Erica Whitacre Erica Whitacre enden Q Jan 08 2015 5 06 13 PM Jun 09 2014 10 06 24 PM i AB You downloaded files in My Folder e Erica Whitacre Jan 08 2015 5 06 11 PM Table 2 Collaboration View Icon Description Notes A Blue Bar Menu Opens The Navigation Bar B Folder and File List Items listed can include icons to indicate the status of the file or folder such as whether it is locked for editing whether the file can be or is in the process of being downloaded or uploaded or whether the file is out of date with other versions of the file C Manage People and Allows users to view and if they have the proper Roles allows them manage those Favorite buttons people who have access to the folder Also indicates whether the folder has been marked as a favorite by you blue indicates a favorite if not a favorite the star is empty kiteworks Mobile App User s Guide Windows Phone 8 1 Page 11 Using kiteworks Windows Mobile App Getting Oriented A Guided Tour Table 2 Collaboration View Ico
16. BR kiteworks by Accellion Mobile App User s Guide Windows Phone 8 1 February 2015 Copyright O 2015 Accellion Inc All rights reserved These products documents and materials are protected by copyright law and distributed under licenses restricting use copying distribution and decompilation Accellion the Accellion logo and kiteworks are registered trademarks of Accellion Inc kiteworks is a trademark of Accellion All other trademarks are properties of their respective owners Corporate Headquarters Contact Us Accellion p 1 650 485 4300 f 1 650 485 4308 1804 Embarcadero Road Suite 200 www accellion com Palo Alto CA 94303 USA Table of Contents Prefa an ne eT eee 7 WEO a A E E E E E E V HU OVC EE EE MD eee V MSN V kiteworks Version 2015 Initial Release February 2015 rrarrrnnnrrnnnnrrnnnrrnnnnernnnnernnnvrnnnsvrnnnesenne vi Using kiteworks Windows Mobile App m murnvrrorrrrrrrvsrrvsrnssrnvsrvsrrvsrnvrnsennsennsnnn 7 Eia Seo 6 E E EEE EE EEE 7 Download and Install the Mobile App rrrrranrrnnnrrrnnnrrnnnnrrnnnrrnnnnernnnnernnnsrnnnnernnnsvnnnnsnnnnssnnnnssesne 7 STE EEE EE EE 7 ENN ote ee E naens aaah siencaesaueenens 8 PTE 9 Getting Oriented A Guided TOUT save 9 Te 10 Collaboration View Where You Work vnnvrnnvnnnvnnvnnnvnnvnnvnnnvnnvnnnvnnvnnvnnnvnnvnnnvnnvnnuvnnvnnuvnnnnnunneee 11 AOU KE ER ERE 13 NAR g 72 6 EE ee eee ore eee ene 14 2016 gt 5 EEE 14 TEN
17. Mobile App Manage Folders The file opens using the Online Viewer Accellion Section Title Section Subtitle Accellion f The specific sections of this screen are described in the following table Table 5 File Viewer Identifier Description Notes A X and document title Tap to close the file B Navigation buttons e The sidebar shows a thumbnail of each page of the file click the toggle sidebar button to open or close the sidebar e Tap the up and down arrows to navigate page by page e Enter a specific page C Zoom buttons Tap the plus and minus icons to magnify the view on the screen Tap the cross of arrows to go into presentation mode D Watermark The email address of the person viewing the file and other text determined by your kiteworks Administrator Page 24 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Manage Files Manage Files The list of available file actions depends on whether the file has been downloaded to your local device For the full list of actions on the file tap the download icon m to download the file to your device When you select a file that has been downloaded you can perform actions on that file Your ability to perform these functions may be limited by the role you play in that folder For more information refer to Appendix A User Roles Proposal Wi Actions Downloads all files in Download the folder to your device Uploa
18. Rename the folder or edit the folder description Permanently remove an item from the system so that it may not be restored and so that it no longer uses storage quota Enable and disable sync for a folder Remove or edit other users tasks The task creator can always delete or edit his own tasks Deleting a task also deletes all replies to that comment Remove or edit other users comments The comment creator can always delete or edit his own comments Deleting a comment also deletes all replies to that comment kiteworks Mobile App User s Guide Windows Phone 8 1 Appendix B Icons and Symbols Table 1 kiteworks Icons and Descriptions Icon Description Notes Actions Opens a menu of actions you can perform on a file refer to Manage Files Add File Folder Reveals elements to add to the current folder new folder new file upload from camera etc refer to Create New Adjust Panel Width Drag the triangle to adjust the width of the blue panel Circle Icon Move Tray for managing the locations of files and folders refer to he Move Tray Circled Checkmark Indicates that the file is selected in the Move Tray Comments When a file is selected tap this icon to see all of the comments associated with the file Dark Light Triangles Indicates that the file has been edited on your device and not yet been uploaded The file is out of sync Downward Arrow Indicates that the file is not local has not yet bee
19. T 15 FT NNN 18 VION DG EEE EEE EE 19 ME I Pe PEON EE EE ee eee een eee 20 Me 21 create NEW ee 21 Create NEW ge a1 en 22 Ge 22 Aoa TOMP NOTO ea E E E SE 22 PO EEE A E E 23 MENN 23 MN 25 Fore G EE EE ee 26 Add Comments Tasks and Versions rrrnvnnvnnnnnnvnnnvnnvnnvnnnvnnvnnnvnnvnnnvnnvnnunnuvnnvnnvnnvnnuvnnvnnesenene 27 TES US acta EE NE EE REE 28 kiteworks Mobile App User s Guide Windows Phone 8 1 Page iii Ve ease nc corde scenes sects cans gence vanes be sstngecioncate se en ateeane de nedanas ines eanactaeetamagecedeceseeceendemes 31 Access Enterprise Content Stores License Enabled rrrrrrnnrnnnnnnnnnnnnnnnnnnnnnnnnnrnnnnnnnnnnrnnnnnnnnnnenne 32 DCI S eases n RA a E EEA N A 34 PESE CP EE R NE ean decnenb eet 34 Ua 0 0 REE E R 34 UNN 34 PINT aoee ceete nec toseeraccaccucnsen aie ce net sae neene a eo seeet ent ood te saeteaseaectateenetane 35 WATE Sha eG Mope ONION EEE EEE EE 35 Nerone Word NGS ic cascscvsccun sis sasan nate conan aine snan E EE acetadanaann tonne 35 Understanding TING SPENN cicsnnvoxsosuidcnsssusairaustiasaceautaicarcnee eeaemeesanw sec deidcadceuiarbawened eencantecesses 36 FVN NN 37 EUNE DENE EE EE 38 Forms pacers ce bere pser ncnitey cussion EEA EE 38 Vel ss Excel EEE 39 Fs VS 40 Formatting Cells cerren a a aei 41 MTP S 43 PVN a OM EE ERE EEE E E 43 FOMA IGN T v re 44 DN 44 HEEN 44 EAL OD EC gt 45 Portable D NNA en 46 Pr Nr 46 Annotation List sara hanen 48
20. can also see up to two lines of text if there is text associated with the annotation Ei Bi Select Getting Oriented a Guided Page 1 elaine benes company com Today 10 44 pm Should be the art vandeley vandeleyindustries com F Today 10 43 pm Navigation Bar elaine benes company com ER Today 10 42 pm More white space Activity View Collaboration View Shared Folders Favorites C e e e m m _ Tap the annotation to navigate to the location of the annotation To delete an annotation 1 Tap the Annotation button EG The annotation list appears 2 Tap Select A selection bullet appears next to each item Page 48 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Integrated Mobile Editor 3 Tap the radio button to select the annotation s to delete You can also select All 4 With the annotation s selected tap Delete or sweep to the left gt S gt ee ee A 6 w a O All Cancel Delete a Guided Tour elaine benes company com l er nr E gt Today 10 44 pm S your activity view the collaboration view and the file centric view with a navigation bar Should be the art vandeley vandeleyindustries com CRB Today 10 43 pm O elaine benes company com gt Today 10 42 pm More white space w File Centric View The Move Tray Shared Folders Favorites The annotation is deleted Adding Annotations To add an annotation to a PDF file perform the followi
21. ds all unsaved files in Upload File the folder to the server l Deletes the file from your Delete Local File device not the server l Opens the file in the Edit Content kiteworks mobile editor Locks the file so no one else can update it Adds the file to the Move Tray so you Add To Move Tray can move the file to another folder Deletes the file from the Delete From Server server and your device Table 6 File Actions Menu File Action What It Means Download Downloads the file to your local device Upload Uploads the file to the remote folder This option appears after editing the file Delete Local File Deletes the file from your local device Be sure that you have uploaded your edited file to kiteworks before deleting the local file Edit Content Opens the file using the integrated mobile editor where you can edit or annotate the file Refer to Integrated Mobile Editor For PDF files instead of Edit Content it lists Annotate PDF kiteworks Mobile App User s Guide Windows Phone 8 1 Page 25 Using kiteworks Windows Mobile App Manage Files Table 6 File Actions Menu File Action What It Means Lock Unlock Locks or unlocks files for exclusive editing privileges Refer to Locking Files Add to Move Tray For managing where a file resides Refer to The Move Tray Delete From Server Deletes the file from the server Locking Files You can lock and unlock files so others cannot edit the file while you wo
22. escription Line Thickness Adjust the thickness and opacity of the line Di Shape Fill Allows you to fill the shape with a color and adjust the opacity of the fill Dm Arrangement Allows you to set the layers of objects For a complete list of icons and their meanings refer to Appendix B Icons and Symbols Portable Document Format Key features of the kiteworks PDF annotation feature includes the ability to e Annotate PDF files with highlights notes shapes e Search the PDF file for words or phrases e Show add and delete bookmarks in the PDF file To annotate a PDF file perform the following steps 1 Download the PDF file to your mobile device 2 Tap the d g icon to the right of the PDF file An action menu appears 3 Tap Annotate PDF The PDF Annotator interface appears PDF Annotator Interface This is Header 1 This is Header 2 This page uses the First master page This is Header 3 Lorem ipsum dolor sit amet consectetur adipisicing elit sed do eiusmod tempor incididunt ut labore et dolore magna aliqua Ut enim ad minim veniam quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur Excepteur sint occaecat cupidatat non proident sunt in culpa qui officia deserunt mollit anim id est laborum This is Header 4 Page 46 kiteworks Mobile App User s Guide Windows Phone 8 1
23. f the list of people 2 Type the user s email address in the field at the bottom of the window 3 Tap Click to Choose Role If this button is not visible as above close the keyboard to see the button The Roles options appear For more information about roles refer to Appendix A User Roles CHOOSE AN ITEM Downloader Collaborator Manager Viewer 4 Tap the chosen role The role turns blue indicating that the user has now been added to the group To change a user s role after that user has been added tap Click to Choose Role Select the new role for that user Page 20 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Manage Folders Favorite You can mark a folder where you frequently work as a favorite When you do this you can navigate directly to that folder by tapping the star icon at the top navigation bar FE To mark a folder as a favorite View Details of the folder Tap the favorite icon E A confirmation popup appears confirming that the folder is now a favorite To un favorite a folder tap the icon again Note You cannot mark a file as a favorite You can only mark folders as favorites Create New When you tap the icon with a folder selected you are shown a menu of actions Tap each of those options and follow the prompts to perform the desired function kiteworks Mobile App User s Guide Windows Phone 8 1 Page 21
24. ges Depending on the permissions set by your Administrator you may also be able to add your own connections to different content stores such as SharePoint or CIFS systems The Enterprise Content interface looks slightly different than the regular Collaboration view Enterprise Content Sour Sales B Documentum 7 SharePoint 2010 OpenText CS 10 Open Text Actions SharePoint Online Engineering Create New File Oct 23 2013 8 45 46 AM OneDrive Misc Files Add From Photos Oct 23 2013 7 58 24 AM GoogleDrive Opentext Documentation Oct 23 2013 7 59 51 AM Box performance Dec 12 2013 12 15 42 AM EI x box 35011 35011 35011 Bruce Le Jun 03 2014 7 00 22 AM 1 txt May 29 2014 5 48 13 PM To add new sources log into the kiteworks server on your desktop Table 7 Enterprise Sources Identifier Description Notes A File Locations Selector Tap to choose file locations between Enterprise Content Sources and kiteworks Files B Types of Enterprise Content Sources D Box Connector Icon indicates that the content source is from Box Page 32 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Access Enterprise Content Stores License Enabled Table 7 Enterprise Sources identifier Ed fed fed ed EEE Description Notes Documentum Content Icon indicates that the content source is from Documentum Dropbox Icon indicates that the content source is
25. hat photo directly into the document not currently supported Brings up a list of annotations that have been made to file Shows the bookmarks that currently exist in the file Allows you to add Bookmarks to the file Shows thumbnails of each page in your document You can pan left or right to select any page to view normally or return to the previous one by tapping the Pages icon again Allows you to delete bookmarks from the file Highlights the selected text Allows you to draw a freehand line kiteworks Mobile App User s Guide Windows Phone 8 1 Page 47 Using kiteworks Windows Mobile App Integrated Mobile Editor Table 12 PDF Annotator Tool Top Menu Icons Note Comments Allows you to insert a comment on the file Color of annotation Allows you to select the color of annotation line Line Width Allows you to determine the width of the annotation line Accept annotation When placing a freestyle line you must tap this icon to affix the line to the PDF file Reject annotation To reject the freestyle line you may have placed tap this icon to delete it For a complete list of icons and their meanings refer to Appendix B Icons and Symbols Annotation List To view a list of the annotations that have already been made on the file tap the Annotations button EG A panel with the list of annotations appears including the type and content of the annotation who made the annotation and when the annotation was made You
26. jects Objects shapes images and photos can be inserted and edited into a slide Insert Object To add a new shape to a PowerPoint presentation tap the Add button from the top menu The Add menu appears You can add objects photos saved on your device or open the camera to take a photo m a N x Shape line or Ne Opens device s camera text box Image saved on your device Page 44 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Integrated Mobile Editor Select the object to insert into the presentation It then appears in the presentation with handles surrounding it EEE Line Type EN Line Color EE Line Thickness EEG Fill Color Arrangement Selection Handle N N N Rotation Handle Grab Handle Edit Object While a shape is selected the action bar or callout menu shows options for adjusting the line type solid dotted or other line color and opacity line thickness fill color and opacity and arrangement of objects ona slide Table 11 Mobile Editor Icons for PowerPoint Icon Button Description Line Type Select solid dotted and other types of line styles EI Line Color Change the color and opacity of the line kiteworks Mobile App User s Guide Windows Phone 8 1 Page 45 Using kiteworks Windows Mobile App Integrated Mobile Editor Table 11 Mobile Editor Icons for PowerPoint Icon Button D
27. lack Calibri Cambria Comic Sans MS e Change alignment make the selected area into a bulleted or numbered list and change indentation additional popup menus appear Microsoft Excel Files Spreadsheet files are also shown with a tab for each sheet in the workbook You can switch between these by tapping the named tab You can also re order them by holding then dragging a tab delete a sheet entirely by tapping the x icon in the tab or add a new one by tapping the tab on the right re Pay amp Non Profit Rate Agency Rate kiteworks Mobile App User s Guide Windows Phone 8 1 Page 39 Using kiteworks Windows Mobile App Integrated Mobile Editor Editing Cells To edit a cell perform the following steps 1 Double tap on a cell An editing popup screen appears 2 Type in the content of the cell Note Using the keyboard in spreadsheets on your device doesn t work specifically as a keyboard on a computer does For example the enter key does not advance you to the next cell it creates a new line in the cell Also there is no key to close the window when editing is done to close the window you must tap Done Page 40 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Integrated Mobile Editor 3 To use a pre calculated formula in a cell perform the following steps a Tap the F x button The function menu appears Date and Time
28. lides on top Opens the Slide Sorter which is a panel that shows thumbnails of each slide In the slide sorter navigation bar tap on a slide thumbnail to jump to viewing that particular slide Tap and hold to select it you can then drag it up or down through the sequence to re order it Presentation Switches the view to full screen mode for presentations Mode from the view menu kiteworks Mobile App User s Guide Windows Phone 8 1 Page 43 Using kiteworks Windows Mobile App Integrated Mobile Editor Table 10 Mobile Editor Icons for PowerPoint Icon Button Description Delete Slide a Tap and hold a slide to bring up a dialog box In this box you can select Delete Slide or Copy Slide which adds the copied slide to the end of the slide deck E Copy Slide For a complete list of icons and their meanings refer to Appendix B Icons and Symbols The text in PowerPoint slides can be edited if the slide uses the master style If it is not possible to edit a slide this is usually because of the way it was originally created Formatting Text When you highlight a selection a formatting action bar appears above the highlighted area in a tablet or a formatting action bar appears at the bottom of the screen in a phone Using this menu or action bar you can perform the following functions e Bold italicize and underline e Change font and size color of the text e Change alignment of the line of text Ob
29. lor and line thickness adjustments by scrolling through the menus 3 When you are satisfied with your line tap the checkmark The line is now affixed to the file 4 To discard your line tap the x 5 To add a comment to your line double tap the annotation A comment field appears 6 Type in your annotation and when complete tap away from the field Comment cI A comment appears as a Callout icon on your PDF file Tap the Add button Drag the Comment icon onto the page A comment ghost appears where you drag When you let go of the ghosted icon it turns yellow Tap in the comment icon An empty comment box appears UU A WwW N F Double tap in the comment box The comment window appears Type your comment When finished tap Done kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Integrated Mobile Editor 6 Tap away from the text box The comment is now affixed to the file and identifies you as the one who wrote it and the time that it was written x B a 00 K Share Securely DBILE END USER TRAINING To view the comment tap the comment icon on the page To close the comment pop up tap away from the comment To delete any annotation select the annotation tap the Cut Paste icon at the top menu EN and tap the Delete icon TER kiteworks Mobile App User s Guide Windows Phone 8 1 Page 51 Using kiteworks Windows Mobile App Integrated Mobile Editor
30. n Description Notes E Activity List All of the activities that have occurred within the currently selected folder and by whom including e Comments made e Tasks assigned e Files downloaded or deleted e New versions of files uploaded e Changes to permissions and people added to access a folder e Folder marked unmarked as a favorite F File Details If a file is selected the information panel includes a thumbnail of the file and other details about the file G File Information Icons When selected each icon shows comments tasks and versions respectively of the selected file Page 12 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Collaborate Collaborate Actions View Details Create New Folder Create New File Add From Photos You can collaborate with others in four distinct ways 1 Manage Folders Sharing folders enables you to collaborate and share files with groups of people inside and outside of your organization The process involves creating a folder adding files to that folder and then adding people to the folder giving them access The extent of their access is determined by you the creator and manager Permissions that you assign to others can range from being managers of those files with the ability to add users upload download lock edit and delete files to only having the ability to view the files that exist in that folder For more detail
31. n downloaded to your device Favorite Marks the folders as Favorite so it they are easily found again using the navigation menu Favorites Filters the list of folders to those folders and files that you have marked as Favorite Folder Changes to the collaboration view for creating adding sharing and viewing files and folders refer to Collaboration View Where You Work kiteworks Mobile App User s Guide Windows Phone 8 1 Page 57 Appendix B Icons and Symbols Table 1 kiteworks Icons and Descriptions Icon Description Notes Folder Shows a Folder that can be shared or have files and folders added to it Help Provides links to online help and User s Guides as well as information and useful links Information Indicates an alert that a file did not upload or download as expected Tap the icon for more information Left Arrow Navigates back in folder hierarchy Light Square Indicates that the file has been downloaded successfully to your device Lock Indicates that a user has locked the file or folder for edits and no one can upload a new version of the file until it is unlocked refer to Locking Files Manage People Allows the user to add delete or change access for others to access the folder refer to Manage People ae Jo er oe Move Tray Opens The Move Tray panel Plus Opens the Create New menu oO Settings Allows you to either sign off or edit your current user settings refer to Set
32. n the file Generally assigned to someone who needs to be able to review and add comments to the files in a folder but not assign tasks or upload new files to that folder Generally assigned to someone who needs full access to the files in a folder but does not need to be able to manage other users access the folder Has the second highest level of control of a folder generally assigned to someone who needs full access to all files within a folder and can control others access to a folder Has the highest level of control of a folder generally only assigned by default to the person who created a folder Refer to Appendix A User Roles for details about the specific roles and duties responsibilities of each role Online Viewer If you have a Viewer role in a folder you cannot download any file from that folder The only way you can view that file without downloading it is to use the Online Viewer To view the file using the Online Viewer tap the thumbnail of the file Blank Presentation pptx Modified Date Jan 08 2015 7 25 58 PM Created By Erica Whitacre Created Date Jan 08 2015 7 25 58 PM a Note You cannot use the Online Viewer on Enterprise Content files this feature is only available for kiteworks files For more information about Enterprise Content refer to Access Enterprise Content Stores License Enabled kiteworks Mobile App User s Guide Windows Phone 8 1 Page 23 Using kiteworks Windows
33. ng steps 1 Open the PDF file using kiteworks mobile editor 2 Onthe top of the screen tap the Add icon The Add menu appears with the three types of annotations highlighting freestyle line or comment The highlighting tool the one on the left is disabled unless text is already selected Confidential This is Header 1 This is Header 2 This page uses the First master page This is Header 3 esse cillum dolore eu fugiat nulla pariatur Excepteur sint occaecat cupidatat non proident sunt in culpa qui officia deserunt mollit anim id est laborum kiteworks Mobile App User s Guide Windows Phone 8 1 Page 49 Using kiteworks Windows Mobile App Integrated Mobile Editor Page 50 Highlighting To highlight text first select the text to highlight then select the highlight button The highlight is in yellow To add a comment to your line double tap the annotation and comment field appears Type in your annotation and when complete tap away from the field Freestyle Line The Freestyle Line allows you to draw a line or shape of your own design You can choose the color and thickness of the line and you can also add a comment to the annotation 1 When you select the Freestyle line icon anew menu appears in the upper left corner of the screen This menu allows you to change the color of the line the thickness of the line and to accept or delete your annotation 2 Draw your line and make the co
34. oc and 2007 13 docx e Microsoft Excel Files 97 2003 xIs and 2007 13 xIsx e Microsoft PowerPoint Files 97 2003 ppt and 2007 13 pptx e Portable Document Format pdf View and Annotate only you cannot create a PDF using the mobile editor To edit documents using the kiteworks mobile editor Download the file to your local device refer to Integrated Mobile Editor Select the file 1 2 3 Tap the icon The action menu appears 4 Select Edit Content The file now opens using the integrated mobile editor without leaving your secure area To create a new document using the kiteworks mobile editor With the folder selected tap the icon From the menu that appears select Create a File The Create a File dialog box appears 1 2 3 Using the radio buttons select the type of the file you wish to create 4 Enter a file name 5 Tap OK The file now opens using the kiteworks mobile editor without leaving your secure area Microsoft Word Files You can work with the document on screen by tapping it with your finger The commonly used gestures are Table 8 Commonly Used Gestures Gesture Usual Function Drag press hold Pan scroll around page or adjust caret position Pinch two fingers Zoom in or out Single tap Place insertion caret or close action bar or menu Double tap Select word kiteworks Mobile App User s Guide Windows Phone 8 1 Page 35 Using kitewo
35. on Notes Left Arrow Navigates back in folder hierarchy Manage People Allows you to invite people and change their roles Tm Actions Opens a menu of actions you can perform on a folder refer to Folder Actions eoo Page 14 kiteworks Mobile App User s Guide Windows Phone 8 1 Table 3 Folder and File Icons Icon LJ 4 For a complete list of icons and their meanings refer to Appendix B Icons and Symbols Description Favorite Folder Dark Light Triangles Light Square Downward Arrow Lock Comments Tasks Versions Information Circled Checkmark Circle Icon The Move Tray Using kiteworks Windows Mobile App Manage Folders Notes Indicates a folder is marked as a Favorite Shows a Folder that can be shared or have files and folders added to it Indicates that the file has been edited on your device and not yet been uploaded The file is out of sync Indicates that the file has been downloaded successfully to your device Indicates that the file is not local has not yet been downloaded to your device Indicates that a user has locked the file or folder for edits and no one can upload a new version of the file until it is unlocked refer to Locking Files When a file is selected tap this icon to see all of the comments associated with the file or to add a comment to the file When a file is selected tap this icon to see all of the tasks associated wi
36. ons to highlight a selection To move the highlighted text to another location drag the hand icon attached to the highlighted section to its new location Enter your email ac zss ancd vordtotovi ick Forgot Password to Selection Handles If you don t have an Accellion account click don de an account yet have an account yet to e Getting Started Guide will provide details on how to share files securely Selection lick Contact Us if you require assistance with your account Grab Handle At the top of the screen tap the keyboard icon Ey to bring up the keyboard Type your edits To delete text with the text highlighted tap the cut paste button EN and select delete TER Formatting Text When you highlight a selection a formatting action bar appears above the highlighted area in a tablet or a formatting action bar appears at the bottom of the screen in a phone Change font size and colors BJU AA Change alignment and lists provides an ov ryiew of the Accellion security features designed to Bold italicize and underline Using this menu or action bar you can perform the following functions e Bold italicize and underline Page 38 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Integrated Mobile Editor e Change font and size color of the text and background color additional popup menus appear Arial Arial B
37. ource is Microsoft OneDrive SharePoint 2013 SharePoint Online or SharePoint 2007 or 2010 Icon indicates that the content source is Windows File Shares CIFS or Distributed File Systems DFS Table 3 Integrated Mobile Editor Icons and Symbols Icon Ed K3 kiteworks Mobile App User s Guide Windows Phone 8 1 Description Accept annotation Add Arrangement Bookmarks Bookmarks Add Notes When placing a freestyle line you must tap this icon to affix the line to the PDF file Brings up a menu to add the following elements e Annotation Add highlighting notes freehand lines and comments to the file e Shapes Lines shapes and callouts not currently supported e Image Images currently saved in your device not currently supported e Photo Opens your camera to take a photo and place that photo directly into the document not currently supported Allows you to set the layers of objects in Microsoft PowerPoint Files Shows the bookmarks that currently exist in a PDF Portable Document Format file Allows you to add bookmarks to a a PDF Portable Document Format file Page 59 Appendix B Icons and Symbols Table 3 Integrated Mobile Editor Icons and Symbols Icon Description Notes Bookmarks Delete Allows you to delete bookmarks from the a PDF Portable Document Format file Cut Paste Brings up a menu to perform the following functions e Delete e Cut e Copy e Paste
38. port accellion net For support on technical issues visit our support portal at http www accellion com support kiteworks Mobile App User s Guide Windows Phone 8 1 Page 53 Using kiteworks Windows Mobile App Resources Page 54 kiteworks Mobile App User s Guide Windows Phone 8 1 Table 1 User Roles and Access Privileges Permission Control View files View Activity Report Download Add Comment Subscribe for notifications View Users Be assigned a task View other s tasks Assign tasks Upload Edit View promote versions Delete versions View users Lock unlock Delete files Delete folders Yes Yes Downloader Yes Yes Yes Yes Yes Yes Yes Appendix A User Roles Collaborator Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes kiteworks Mobile App User s Guide Windows Phone 8 1 Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes View files without downloading the file to a mobile device View activity for a file or folder All file activities appear in the report for the parent folder as well Download a file to the desktop or to a mobile device Add comments to a file or folder Request to receive an email notification any time an action i
39. pp opens Page 8 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Getting Oriented A Guided Tour Two Factor Authentication Two Factor Authentication 2FA is an Admin enabled feature that gives an additional security step when users log in to kiteworks 2FA enhances the regular authentication by adding a possession factor something the user has such as a token SMS based phone or device or email connection with a knowledge factor something the user knows such as a password into the authentication process Two Factor Authentication One Time Password Please enter OTP When you click Sign In the Collaboration View appears see Collaboration View Where You Work Getting Oriented A Guided Tour The kiteworks mobile app shows you the collaboration screen with a navigation bar at the top or the left of the screen depending on the orientation of the screen For a complete list of icons and their meanings refer to Appendix B Icons and Symbols kiteworks Mobile App User s Guide Windows Phone 8 1 Page 9 Using kiteworks Windows Mobile App Getting Oriented A Guided Tour The Navigation Bar The navigation bar appears at the left of your screen It is from this bar that you can navigate through kiteworks The default view is without the navigation bar visible To view it either tap the Ey icon in the upper left of the screen or drag the screen to the right so
40. rk on it Each file can be unlocked only by the user who locks them or by the folder Manager When this option is activated others can download comment on and view files but the files cannot be deleted or updated by anyone other than the user who locked the file 1 Select the file you wish to lock 2 Tap the Actions button and select Lock 3 A lock icon appears on the icon of the page When a file is locked a lock icon appears next to the document s icon A file does not become unlocked when you upload an edited version of the file that you locked When you upload the file you must explicitly unlock it for others to be able to update it To unlock a file perform the same action as above but select Unlock Note Managers can unlock any file that has been locked by another user Page 26 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Manage Files Add Comments Tasks and Versions Those people who have access to a folder in kiteworks can add comments assign tasks or add versions of the files in the folder depending on their user role With the file selected tap the icon to view or add comments tasks or version Blank Presentation pptx Modified Date Jan 08 2015 7 25 58 PM Created By Erica Whitacre Created Date Jan 08 2015 7 25 58 PM Accellion Comments Versions kiteworks Mobile App User s Guide Windows Phone 8 1 Page 27 Using kite
41. rks Windows Mobile App Integrated Mobile Editor You can zoom in or out with a two finger pinch gesture to make the content as big or as small as you like With large text you may like reflow which reformats the text to fit your screen width You can zoom out to make a page of the document smaller than your screen using this you can fit several pages and still edit and work on it You can pan scroll through the pages of the document by dragging your finger up the screen or using the page carousel in the top menu bar Understanding the Screen Page 36 At the top of the screen is the top bar containing global options In the main part of the screen is your document in which you may select fragments or enter new content Options are grayed out if they are not available in your current state Overview More than 1 700 Enterprise corporations and government agencies and 11 million enterprise users have chosen Accelligasfer socmsolusshadas floc and cola barstiog ith oc osssRastaers and vendors across organizational curity is a top priority for corporations a gt J 2cure Mobile File Sharing solution in ou This document provides an overview of the Accellion security features designed to ensure protection of your enterprise data End to End Security One of the best ways to understand the multiple levels of security of the Accellion Secure Mobile File Sharing solution is to follow the path of a
42. s about roles refer to Roles You can perform the following actions on and folders e View Details e Create New Folder e Create New File e Add from Photos e Manage People using the people icon 2 e Mark as Favorite using the favorites icon E Manage Files Files in the kiteworks system are filed in the folders you specify The actions you Actions can perform on a file depends on whether the file has been downloaded to your device Download You can perform the following actions on files e Download Upload e Delete Local File Delete Local File Upload File e Edit Content or Annotate PDF depending on the file type using the Integrated Mobile Editor e Locking Files Unlock Files e Add to The Move Tray e Delete From Server Annotate PDF Add To Move Tray Delete From Server Add Comments Tasks and Versions Those people who have access to a shared folder in kiteworks can add a comment to the folder Owners Managers and Collaborators can also assign tasks to other users based on the contents of a folder These actions are performed by using the comments tasks and versions icons Access Enterprise Content Stores License Enabled With the Enterprise Connect feature enabled kiteworks provides access to remote file shares and cloud storage solutions such as SharePoint CIFS Box Google Drive and Dropbox Access to enterprise content stores is managed by your Accellion Administrator
43. s are laid out vertically rather than horizontally e Find Brings up a search dialog box Brings up a menu to add the following elements e Shapes Lines shapes and callouts not currently supported e Image Images currently saved in your device e Photo Opens your camera to take a photo and place that photo directly into the document Brings up the keyboard so you can type in the document Tap the button again to hide the keyboard After making a change to your document you can undo and later re do the action Shows thumbnails of each page in your document in a carousel format Pan left or right to select any page to view normally or return to the previous one by tapping the Pages icon again For a complete list of icons and their meanings refer to Appendix B Icons and Symbols kiteworks Mobile App User s Guide Windows Phone 8 1 Page 37 Using kiteworks Windows Mobile App Integrated Mobile Editor Editing Text Place a red insertion caret by tapping anywhere in the document allowing you to type new text If the caret does not appear quite where you expected it touch and hold your finger on the insertion point The screen zooms to help you drag it to the position you wish Double tap the area that you want to edit The word you tap becomes highlighted and a formatting action bar appears above the selection on a tablet or at the bottom of the screen on a phone To select a string of words drag the round ic
44. s performed on a folder View others who have access to the folder Users with Viewer privileges cannot do anything with tasks View tasks that have been assigned to other users Add a task to a file set a due date and assign the task to a user Upload to a folder Edit files using the integrated mobile editor See previous versions of the file and promote a previous version the latest version Delete a previous version of the file permanently View the users and their roles in a folder Lock Unlock a file so it cannot be edited Delete a file deleted files remain on the system for a set number of days before being permanently deleted Delete a folder deleted folders remain on the system for a set number of days before being permanently deleted Page 55 Appendix A User Roles Table 1 User Roles and Access Privileges Permission Control Manage users Manage deleted files Create nested folders Rename folders Permanently delete Enable disable sync Delete edit others tasks Delete edit others comments Page 56 Downloader Collaborator Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Add a user to a folder and set that user s role within the folder remove a user from access to a folder Restore deleted files or remove deleted files permanently from the server Create a nested folder under an existing folder
45. ssible View Brings up a menu to perform the following functions e Reflow Normally pages are laid out as they would be printed When you reflow the file font sizes are scaled to be readable images are scaled to be no bigger than the screen and objects such as tables are laid out vertically rather than horizontally e Find Brings up a search dialog box kiteworks Mobile App User s Guide Windows Phone 8 1 Page 61 Appendix B Icons and Symbols Page 62 kiteworks Mobile App User s Guide Windows Phone 8 1
46. t of previous versions of a file tap the versions icon A list of versions of the file appears Blank Presentation pptx Modified Date Jan 09 2015 7 55 31 PM Created By Erica Whitacre Created Date Jan 08 2015 7 25 58 PM Accellion hri a Versions Erica Whitacre Jan 08 2015 7 25 58 PM Blank Presentation pptx Erica Whitacre Jan 09 2015 7 55 31 PM Blank Presentation pptx To add a new version of a file perform the following steps This procedure assumes that you have already downloaded the file made your changes and are ready to upload the new version to the server 1 Select and tap a file The file information appears 2 Tap the Action button in the upper right hand corner of the screen A list of actions that you can perform on the file appears 3 Tap Upload File The file uploads to the server The new version of the file is now listed with the previous versions of the file under Version kiteworks Mobile App User s Guide Windows Phone 8 1 Page 31 Using kiteworks Windows Mobile App Access Enterprise Content Stores License Enabled Access Enterprise Content Stores License Enabled With the Enterprise Connect feature enabled kiteworks provides access to file share data when remote interface access is enabled Access to enterprise content stores is managed by your Accellion Administrator and you have access to the enterprise content stores based on your Active Directory privile
47. tatus Defined Assigned by Erica Whitacre Created on 09 Jan 2015 at 19 19 39 To assign a task perform the following steps 1 Select and tap a file The file information appears 2 Atthe bottom of the file information screen tap the Task icon kiteworks Mobile App User s Guide Windows Phone 8 1 Page 29 Using kiteworks Windows Mobile App Manage Files 3 Tap Add new task Blank Presentation pptx Modified Date Jan 08 2015 7 25 58 PM Created By Erica Whitacre Created Date Jan 08 2015 7 25 58 PM Accellion g x a Tasks Add new task ah Please review Tasks F jer m ni Assigned to Elaine Benes Due 12 January 2015 Status Defined Assigned by Erica Whitacre i Created on 09 Jan 2015 at 19 1 C 1 9 2015 Pe Add new task a Tap the area indicated by the A above and type the content of the camp b Tap the date B and a calendar roll appears from which you can select the due date for the task c Tap the person icon C A list of people who have access to the folder appear select the person to whom the task is assigned 4 Tap Submit The person to whom you have assigned the task receives an email with the details about the task Page 30 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Manage Files Versions To view the lis
48. th the file or to add a task to the file When a file is selected tap this icon to see the version history of the file or to add a new version of the file Indicates an alert that a file did not upload or download as expected Tap the icon for more information Indicates that the file is selected in The Move Tray Move Tray for managing the locations of files and folders refer to The Move Tray The Move Tray is a staging area for moving files and folders within the kiteworks interface You cannot drag and drop files directly from one folder to another but you can put a file into the tray and from the tray move the file to its new location Note The contents of the Move Tray goes across the web interface and the mobile interface Those files that you have put into the Move Tray from the web interface will also appear in the move tray on your device and vice versa kiteworks Mobile App User s Guide Windows Phone 8 1 Page 15 Using kiteworks Windows Mobile App Manage Folders To manage files using the Move Tray perform the following steps 1 Select the file that you would like to copy or move 2 Inthe upper right of the screen tap the Action button A menu of actions appear Actions Download Lock Add To Move Tray Delete From Server 3 Tap Add To Move Tray The file is added to the Move Tray 4 Tap the move tray icon lol at the navigation bar The Move Tray panel appears with the files that
49. tings B Shared Folders Filters the list of folders to those folders that you have shared with other users Show Navigation Bar Shows the Navigation bar when the default view has the navigation bar hidden Tasks When a file is selected tap this icon to see all of the tasks associated with the file Mg Three bars When using The Move Tray this button shows you the actions you can perform on the files when selecting the move copy location Page 58 kiteworks Mobile App User s Guide Windows Phone 8 1 Table 2 Enterprise Sources identifier Description Box Connector Documentum Content Dropbox Google Drive Content Home Share OpenText Content SharePoint or Microsoft OneDrive Content Windows File Shares Content Appendix B Icons and Symbols Notes Icon indicates that the content source is from Box Note End users cannot add a new Box connector To add a new Box connector contact your Administrator Icon indicates that the content source is from Documentum Icon indicates that the content source is from Dropbox Icon indicates that the content source is a Google Drive Note End users cannot add a new Google Drive To add a new Google Drive contact your Administrator Icon indicates that the content source is the home directory of your operating system To add your Home Directory contact your Administrator Icon indicates that the content source is from OpenText Icon indicates that the content s
50. tive dashboard If a mobile device is lost or stolen the administrator can immediately disable access to kiteworks and remotely wipe the device Admins can also disable mobile access if business needs change As with all Accellion solutions the administrator can access the folder activity logs to ensure that only authenticated users have access to secure folders The administrator can also set an expiration date for files being accessed by mobile devices Files saved on a mobile device are encrypted at rest until they are opened Accellion supports the kiteworks Mobile App on Windows phone 8 1 and above Audience This documentation is intended for users of the kiteworks solution by Accellion What s New Each release of the documentation tracks with the current version of the software kiteworks Mobile App User s Guide Windows Phone 8 1 Page v Preface What s New kiteworks Version 2015 Initial Release February 2015 Page vi kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Getting Started The kiteworks Mobile app requires an authorized account on kiteworks If you have not received a Welcome email with a Service URL and login information contact your kiteworks system administrator Download and Install the Mobile App The kiteworks Mobile App is available at the Microsoft App Store When installed tap the kiteworks icon on your mobile device to launch the app Sign
51. u downloaded files in My Folder Erica Whitacre Jan 08 2015 5 06 11 PM You downloaded files in My Folder Table 4 Actions on Content in a Folder Icon Description Notes Manage People Allows the user to add delete or change access for others to access the folder refer to e Manage People Favorite Marks the folder as a Favorite so it is easily found again using the navigation menu For a complete list of icons and their meanings refer to Appendix B Icons and Symbols kiteworks Mobile App User s Guide Windows Phone 8 1 Page 19 Using kiteworks Windows Mobile App Manage Folders Manage People Using this action you can control who and at what level of access other collaborators have to the folder and inviting new users to have access to that folder or share the folder This button appears when you select to view the Folder Details When you tap this button the following screen appears Manage People User Access Role Erica Whitacre Owner Elaine Benes Manager Art Vandeley Downloader Note Users who have personalized their kiteworks settings to include a friendly name instead of an email address will have their friendly name listed as above If they have not personalized their kiteworks settings their email address or username listed To add a new user to collaborate on the content of a folder perform the following steps 1 Tap in the Add New User field at the bottom o
52. works Windows Mobile App Manage Files Comments To view all comments tap the comments button The comments that have been made on this file appear below Blank Presentation pptx Modified Date Jan 08 2015 7 25 58 PM Created By Erica Whitacre Created Date Jan 08 2015 7 25 58 PM Accellion E a Comments Add new comment Erica Whitacre Jan 09 2015 7 10 46 PM Comment comment comment To add a comment perform the following steps 1 Select and tap a file The file information appears 2 Atthe bottom of the file information screen tap the Comments button 3 Tap Add a comment and type in your comment 4 Tap Submit The comment has now been added to the file To reply to a comment perform the following steps 1 Tap on the comment to which you would like to reply The Reply icon appears 2 Tap the Reply icon 3 Type in your reply and tap Submit Your reply is now attached to the comment you selected Page 28 kiteworks Mobile App User s Guide Windows Phone 8 1 Using kiteworks Windows Mobile App Manage Files Tasks To view all tasks tap the tasks button The tasks that have been assigned on this file appear below Blank Presentation pptx Modified Date Jan 08 2015 7 25 58 PM Created By Erica Whitacre Created Date Jan 08 2015 7 25 58 PM Accellion w Add new task Please review Assigned to Elaine Benes Due 12 January 2015 S
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