In this quick start guide on how to use Primeshare, you'll learn the essential features of Primeshare’s secure drive and secure client portal. This user guide will explain everything you need to know to get started.

Contents

Getting Started with Primeshare

Store and Organize Your Files and Folders on Primeshare Secure Drive

Create a Folder on Secure Drive

Upload Files to a Folder on Secure Drive

Sharing a Single File or Folder

Sharing Multiple Files or Folders

Copy/Move Files or Folders to Another Folder
    Copy or Move a Single File/Folder
    Copy or Move Multiple Files/Folders

Manage Your Secure Client Portal

Create Your Client Portal

Customize Client Portal and Add Your Own Logo

Add/Invite Users to Your Client Portal

Getting Started with Primeshare

Primeshare is a secure and simple file sharing platform for businesses and individuals.  Primeshare's Secure Client Portal provides a holistic and flexible platform that includes a Secure Drive, Customized Portal for clients, Secure Email, and Secure File Request. 

Primeshare is the only file sharing platform that allows you to create your own client portal in minutes. It provides best-in class security and allows you to choose where to store files-in the cloud, on premise, or a Hybrid model).   Primeshare requires no software to download or install, reducing the hassle for all end users. It is simple, intuitive and effective, and supports all major Operating Systems including Windows, MacOS, IOS, Android and Linux.

Primeshare also makes it easy to securely share files with clients, colleagues and family members.  In addition to secure file sharing, you also have full control over your shared files.   You can organize all your files in one place and link authorized users and collaborators to the files you want them to have access to.  Primeshare’s file access features can be controlled by location, password, or expiration date.  You can define who can see or download your files.  Primeshare generates activity reports on all files and you can choose to receive email alerts and notifications when your recipients view shared files.

Furthermore, with Primeshare’s Secure File Request feature, you can initiate file requests to your clients or colleagues which helps enable them to send requested files securely and on time.   Primeshare also gives you the option to automatically send text and email reminders to your clients until the requested files are uploaded.

Finally, Primeshare’s platform is designed to provide you with access policies for when, where and how users can access your content. Clients and collaborators do not need a Primeshare account to securely send or receive files.

Store and Organize Files and Folders on Primeshare Secure Drive

Store and access your files in one secure place.  Primeshare's Secure Drive is a platform where you can store and organize all your files in one place and link authorized users and collaborators to the files you want them to have access to.

Create a Folder(s) on Secure Drive

1. Go to www.primeshare.net and login with your Primeshare account.
   
   
2. From the menu options where your user ID is displayed, Select “Admin Apps”.
    
   
   
3. Click “Manage Files”.
    
   
   
4. Select where you want to store your folder.
    
   
   
5. Click “Create Item → Create Folder”.
    
6. Set Folder Name and/or Create Sub Folder 
   
   
7. Click “Create Folder”.

Upload Files to a Folder on Secure Drive

1. Go to www.primeshare.net and login with your Primeshare account.
   
   
2. From the menu options where your user ID is displayed, Select “Admin Apps”.
   
   

3. Click “Manage Files”.
   

    
4. On Secure Drive, select the folder where you want to store or upload your file.
    
   
   
5. Click “Upload Files”
    

6. Select “Upload Files” or “Upload Folders and Files From Zip File”
   

   • Upload Files option uploads any file in the folder.
   • Upload Folders and Files From Zip File option extracts the files and folders from a compressed file and uploads it onto your Primeshare Secure Drive.

    

   Sample Scenario:

   If you upload training.zip using the “Upload Files” option, the training.zip file will not be extracted and will be uploaded onto your Secure Drive “as is”.  However, if you choose the “Upload Folders and Files From Zip File” option to upload your training.zip file, all files and folders in the training.zip file will be extracted and will be uploaded onto your Secure Drive.

Sharing a Single File or Folder

1. Go to www.primeshare.net and login with your Primeshare account.
   
   
2. From the menu options where your user ID is displayed, Select “Admin Apps”.
   
   
3. Click “Manage Files”.
   
   
4. On Secure Drive, locate and select file or folder you want to share.
   
   
5. On the item you want to share, click “Get Item Link” icon.
6. Define Access Policy on the item to be shared.
   1. Set the Destination Portal
      
      • Public Link(Default) means when the recipient clicks on the shared link, Primeshare will not ask for a portal login. They will be able to access and view the shared file directly. (example: clients that don’t need a Primeshare account but that are sending you sensitive files)
        
        Sample Scenario:
        If you share Primeshare Demo folder and chose the Public Link option in the Destination Portal, the recipient will be able to access and view the shared file directly when the recipient clicks on the Share Link.
        
        Hence, the recipient does not need to sign up for a Primeshare account or enter login information.
        
        
        
        
        
        
        
      • Is a Client Portal is selected, then only the added users in the selected portal can access and view the shared file.  The portal users are still required to login.  Learn how to setup your client portal in Secure Client Portal section of this guide.
         
      • 
        Sample Scenario:
        If you want to share Primeshare Demo folder to all the users added in a specific client portal, select or enter the name of the client portal in the Destination Portal.
        
        In the image, we have a client portal called psdemo11 entered in the Destination Portal.  With this, all the users added in the psdemo11 portal will have access to the shared file.
        
        Hence, when these users click on the Share Link, they will be required to enter their portal login information to view and access the shared file.
        
        
        
        
        
        
   2. Set Link Expiry Days.
      Establish when the Share Link will expire — after the set number of days the link will no longer be available.
      
      
   3. Set Geo Restriction
      Allow Share Link to only be opened from specific geographic locations.
      
      
   4. Set a Password that the recipient will need to provide to access the shared file.
      
      
   5. Disable/Enable Identify User
      If this feature is enabled, when the recipient clicks on the Share Link to view the shared file, the recipient is required to provide his/her email address.
      
      This feature is available only when Destination Portal  is set to Public Link .
      
      
   6. Set Permissions.
      Enable/Disable the following functions:
      
7. Click “Submit”.
   
   

8. Primeshare generates Share Link.
   

   1. Send via E-mail directs you to a popup box where you can compose an email.
      

   2. Copy to Clipboard copies the link of the Share Link so that you can paste it into a text message or another email interface should that be your preference.

Sharing Multiple Files or Folders

1. Go to www.primeshare.net and login with your Primeshare account.
   
   
2. From the menu options where your user ID is displayed, Select “Admin Apps”.
   
   
3. Click “Manage Files”.
   
   
4. On Secure Drive, locate, select and click on the checkbox of the files or folders you want to share.
   
   
5. Click “Share Selected Items” icon.
   
   
   
6. Define Access Policy on the items to be shared.
   1. Select Share Method
      • Secure Email – Provide the recipient’s email address and a secure email that contains the Share Link will be sent to the recipient.
      • Text Message – Provide the recipient’s Cell Phone Number and a text message that contains the Share Link will be sent to recipient.
      • Get Public Link – A Share Link will be generated, copy the link and send it to the recipient using any channel (e.g. Skype)
        
        
   2. Set Permissions.
      Enable/Disable the following functions:
      • Comments 
      • Downloads  
      • Edit  
      • Copy  
      • Move  
      • Forward Sharing  
      • Delete  
        
        
        
        OPTIONAL POLICES:
   3. Set a Password that the recipient will need to provide to access the shared items. (OPTIONAL)
      
      
   4. To Allow Shared Items to be accessible ONLY by specific IP Addresses. (OPTIONAL)
      
      
   5. To Allow Shared Items to be accessible ONLY during a set period of time. (OPTIONAL)
      
   6. Set Link Expiry Days.
      Share Link will expire after the set number of days from sharing date.
      
      
   7. Provide a Message.
      
      
   8. Set Restrict Portal Access.
      If check box is checked, ONLY the users in the selected portal can access and view the shared items. The portal users are still required to login.
      
      
      In the image above, the client portal psdemo11 was checked.  Hence, all the users added on psdemo11 portal will have access to the shared items.  These users will be required to enter their portal login information to view and access the shared items.  Learn how to setup your client portal in Secure Client Portal section of this guide.
      
      
      
7. Click “Share Item”.

Copy/Move Files or Folders to Another Folder

1. Go to www.primeshare.net and login with your Primeshare account.
   
   
2. From the menu options where your user ID is displayed, Select “Admin Apps”.
   
   
   
3. Click “Manage Files”.
   
   
   
4. On your Secure Drive, select the file(s) or folder(s) you want to copy or move.
   
   

5. Copy or Move a Single File/Folder 

   1. On the item you want to Copy or Move,
      Click “Copy Item” to copy or “Move Item” to move the file or folder.
      
   2. Select and Click the Destination Folder.
      
      • For Copy: The Destination Folder is the new location where you want to store the copy version of the file or folder. 
      • For Move: The Destination Folder is the new location where you want to move the file or folder.
        
        

6. Copy or Move Multiple Files/Folders

   1. Select multiple items you want to Copy or Move,
      Click “Copy Selected Items”  to copy or “Move Selected Items”  to move the selected files and folders.
      

      
      

   2. Select and Click the Destination Folder.
      
      • For Copy: The Destination Folder is the new location where you want to store the copy version of the selected files and folders. 
      • For Move: The Destination Folder is the new location where you want to move the selected files and folders.
        
        
7. Lastly, You have an option to cancel Copy or Move operation by clicking on “X” icon.
   

Manage Your Secure Client Portal

Primeshare's Secure Client Portal provides a secure interface for sharing or receiving business documents.  The portal you create will include a public-facing URL for all visitors (Portal Website) and a Secure Area for authenticated users.

Authenticated users will only see their assigned folders and their ability to delete, move, copy, or upload files and folders is determined by the permissions you define for each user. You create accounts for users by inviting them to join the portal or by allowing them to sign up on their own.

Create Your Client Portal

1. Go to www.primeshare.net and login with your Primeshare account.
    
2. You will be directed to the Client Portal Administration page.
   
   
3. Click “Create New Portal”.
   
   
   
4. Enter a name for your portal with the following considerations in mind:  
   (Your portal name will be appended to the end of the Primeshare domain as https://www.primeshare.net/<yourPortalName>.)
   • Your portal name must be unique within Primeshare.  
      (If someone has already used your portal name you will see an error that the name is not unique.  If this occurs, choose another name.)
   • Your portal name cannot contain any special characters.
   • Your portal URL cannot be modified after creating it without deleting the portal. 
   • Your portal URL should include your company name or company acronym
     
     
5. Click "Create".
   
   
   

Customize Client Portal and Add Your Own Logo

1. In the Client Portal Administration page, click “Manage Portal”.
   
   
   
2. Locate Default Logo(Web Logo and App Logo) to change the portal logo into your company logo.
   • Web Logo is for the Primeshare web interface 
   • App Logo is for the Primeshare Mobile Application (Android and iOS)
     
     
     
3. “Click to Change”, browse your device's file manager and select your company logo image file.

Add/Invite Users to Your Client Portal

1. To invite users to your Primeshare Client Portal: 
   1. In the Client Portal Administration page, click “Manage Portal”.
      
      
      
   2. Go to ”Actions → Add Users”.
      
      
      
   3. Fill in user information: Last Name, First Name
      Add user’s Email and set user’s Password to access the portal.
      
      
      To add multiple users at once, click on “[+] New Users“ and add many rows as required.
      
      
      
   4. Select which folder(s) to assign to the user.
      The Assigned Folder(s) are the folders in your portal that the user has access to.
      
      Click +Add More to select folders, on your Secure Drive, to be assigned to client portal users.
      
      
      By default, the user’s assigned folder is located at
      All My Files/Client Access Portals/<yourPortalName>/My Client Portal Users/email
      
      
      
   5. Assign user’s File Request Folder.
      The File Request Folder is the folder in your portal where the user’s requested files are uploaded.
      
      By default, the file request folder for a user that you add is located at
      All My Files/Client Access Portals/<yourPortalName>/Incoming File Uploads/email
      
      
      
   6. Set User’s Role.
      Users can be categorized as:
      • User: This type of user can be Firm Employees who can view and download files shared with them.
      • Contributor: This type of user can be firm employees or representatives from different firm with extra privileges.  Some of the features are delete, move, forward, edit, rename, view sensitive data, and have access to features like mobile app POST support.
      • Client: This type of user can be Firm Clients who has limited access to features. They can only view files shared with them.
        
        Assigning of roles lets you organize between users that are your own employees (Ex: lawyers in a firm for example), or collaborators (ex: representatives from different companies working on a project).
        
        
   7. Click "Submit".
      
      
   8. The newly added or invited users in the client portal will get an email containing the client portal URL and the user’s login information.