Workflow Recommendations

This guide covers suggested approaches for sharing files and structuring workflows. For more visual stepwise guides on everything you see on this page, please go to our collaboration, accounts or Tenancy Management topics.

#Create a space to receive files

Receiving content is easy! You just need to create a space for your contact(s) to upload files to.

1. Create a folder and name it (you can also upload a folder)
2. Select the folder
3. Share it with your contact(s) and grant them Download + upload permission

#Share files that support a signature request

Need to send files that support an approval? This can be managed using folders.

1. Create a folder
2. Upload the document that needs to be signed and set up the signature request
3. Upload the files that support the request
4. Share the folder with whoever needs access (make sure you include the signer!)

#Set up a new collaborative document

Looking for a way to co-author a file from scratch? You can do this without external tools like Word!

1. Create a New file and name it
2. Add anything you need to the file before it gets sent
3. Share the file with your collaborators and grant them Full permissions

#Share a file with a group of people that can’t see each other

Need to “BCC” a file share? This can be managed using Hub visibility. Users who are External can’t see each other in the Hub contact list in Core Hubs, even if common files are shared with them. Files for a group of externals should therefore be shared by a Team Member.

If the users are already in the Core Hub:

1. Make sure the users’ visibility type is External member using the Hub management view or Tenancy Manager

   Note: if you can’t access user management, ask the Hub or Tenancy admin to check user visibility

2. Upload the file(s) and share them with the users, granting an appropriate permission

If the users aren’t in the Hub:

1. Upload the files, select them, and press Share

2. Add the email addresses of the users that need access

   Users that are new to the Hub will be marked with (New to this Hub)

3. Set all users to External member and then press Share.

   

#Share files with everyone in a Core Hub

Have some files that need to be shared with your entire Core Hub’s contact list? The “Mass share” feature can do this quickly and easily.

1. Upload the files, select them, and press Share
2. Switch to the Mass share tab and select everyone using the All users option
3. Grant an appropriate permission and then press Share

#Share files with an unregistered user

Sharing with someone who doesn’t have a DekkoSecure account! The share-and-invite feature makes this easy - no separate invites required.

1. Upload the files, select them, and press Share

2. Add the email addresses of the users that need access

   Users that are new to DekkoSecure (and new to the Hub) will be marked with (New to this Hub)

3. Set the appropriate access permission and user type (Team or External) and then press Share. Your invitee will be able to access shared files after they create an account using their invite.

#Can I pause an upload/download and return to it later?

Yes. DekkoCORE supports upload and download interruption and automatic resumption. If you lose your network connection or move away from the page, your upload or download will pause and automatically resume when your connection is re-established.

Be aware that Chrome and Edge may put DekkoCORE to sleep if you switch to another tab during an upload or download. Keep the DekkoCORE tab in the foreground until the transfer completes to avoid this.