Briefcase
	Safe-mail Briefcase provides a secure, convenient repository for your electronic files. Protected by Safe-mail encryption, and daily backups, the Safe-mail Briefcase is the best location for all your important electronic files and documents.

Navigating

Favorites

Mine

• Downloading Files
   

• Managing Files and Folders
   

• Sending Files
   

• Sharing Files and Folders

Other's

New File

New Folder

Preferences

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Navigating

• Quick Access - The upper line of your Briefcase displays the path of your current view (Always with the Top Level at the beginning). To access any folder on the path simply click the folder name in the path.
• Clicking any folder will open it and display it's contents (sub-folders and files).
• Click document icon in the Description line to open the latest version of the document.
• Select a folder from the drop box, which is located above the folder/file list, and click the "Show Folder" button. The selected folder will be displayed.
• Click "Mine" in the main menu to go to the Top Level.

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Favorites

When viewing a list of briefcase entries, you have the option of selecting one or more entries and adding them to your favorites. The favorites will show selections from your own briefcase entries, as well as entries chosen from another user's briefcase.

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Mine

Selecting Mine in the menu to the left will show folders and files that exist in your account at the top level.

New Folder - Creates a new folder at the level that you are viewing your briefcase files.
New File - opens the create file page. Allows you to upload a new file for your briefcase, or create a text file.
Show Folder - opens the briefcase at the level selected from the selection box.

Select the checkbox next to a file and click a button to:

Email File - creates a new email message with the selected file(s) as attachment(s).
Delete - removes the selected file(s).
Move To - moves the selected file(s) to the folder selected in the selection box, to the right.
Show Folder - opens a folder at the level shown in the selection box, to the right.
Settings - change information associated with the selected file.
Add to Favorites - add the file to your favorites page.

Downloading Files

To access the files in your briefcase...

1. Open your briefcase and click the folder that contains the file that you want.
   The files in the folder will be displayed, along with any sub-folders. 
   
2. Access the file by clicking the access icon ( ), or click the file icon - such as: .
   A new window will open and display a download dialog box. 
   
3. Choose to either open or save the file.

Managing Files and Folders

The Safe-mail Briefcase gives users the ability to move and delete files and folders

Moving Files

1. Select any file by selecting its checkbox, which is located to the left of the file's update date.
   
2. Select the destination folder from the drop box, which is located above the file list.
   
3. Click the "Move to Folder" button.

NOTE: More than one file can be selected and moved at the same time.

Deleting Files

1. Select any file by selecting its checkbox, which is located to the left of the file's update date.
   
2. Click the "Delete" button, which is located above the file list.
   
3. More than one file can be deleted at the same time.

NOTE: There is no "undo" operation for files deleted from the briefcase.

Moving Folders

1. Select any folder by selecting its checkbox, which is located to the left of the folder's name.
   
2. Select the destination folder from the drop box, which is located above the folder list.
   
3. Click the "Move to Folder" button.

NOTE: More than one folder can be selected and moved at the same time.

Deleting Folders

1. Select any folder by selecting itse checkbox, which is located to the left of the folder's name.
   
2. Click on the "Delete" button, which is located above the folder list.
   
3. More than one folder can be deleted at the same time.

NOTE: Any sub-folders and files that are located in the deleted folder will also be deleted! There is no "undo" operation.

Sending Files

The Safe-mail platform allows you to send files as e-mail attachments directly from your Briefcase!

To email a file directly from your briefcase...

1. Select the checkbox for each file that you want to send.
   
2. Click the "Email File" button.
   
3. A new e-mail message will be displayed, with the selected file(s) as attachment(s).
   
4. Add the e-mail addresses that should receive the file(s). For multiple accounts, use commas or spaces between addresses
   
5. The subject line will already contain 'Fwd:' and the name of the file (single file) or "Fwd: Briefcase Documents". You may change the subject0 and any other text to the message just like a regular email.
   
6. Click on the "Send" button to send the e-mail message with the selected files as an attachment

Sharing Files and Folders

• Read only - Allows another user to open a folder/file only.
  
• Read and Write - Allows another user to open a folder/file and make changes to the file.

To view who has access permissions to a specific file...

1. Select a file by clicking the checkbox of the file, and and then click the Settings button.
   The settings window for the file will open.
   
2. Scroll down until you see the Read Only and Read and Write sections.

To share a file...

You can setup a file for sharing when uploading/creating a file, or by selecting a file and clicking the Settings button.  

• Read Only
  • All Safe-mail users - All Safe-mail users can only read the file. 
  • Only users listed in the following space or comma separated list
    
• Read and Write
  • All Safe-mail Users
  • Only users listed in the following space or comma separated list

NOTE: When you share a file, all of its versions will be shared.

To share a folder...

NOTE: You cannot share a file that is located in a folder unless you have shared the folder with at least Read Only. However, if you will enable the sharing of any sub-folder and file within the shared folder. For example, sharing the Top Level will give access to all your files and folders.

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Other's

Clicking Other's will allow you to view files and folders that have been shared. You will only be able to see those files and folders in which you have been given sharing permissions. Furthermore, you will also need to know which users have given you sharing permissions. Safe-mail does not allow you to list the users that have granted you sharing permissions, except for those entries that you have included in your favorites.

However, Safe-mail gives users the ability to send automatic notices to users with sharing permissions. When the notice facility is active, any changes made to shared files/folders will generate automatic messages to users named in the permissions list.

To see the files and folders that another user has given you sharing permissions...

1. Click Other's.
   
2. When the 'Show briefcase of' window appears, type the Safe-mail user name of user that has given you sharing permissions.
   The Safe-mail user name is the first part of their email address, without the '@safe-mail.net'. For instance, yourfamily would the account name if Yourfamily's address was yourfamily@safe-mail.net.

3. Click the Go button.
   A window like the following will appear:

Notifications

Setting Notifications

• Access the "Settings" page of a file or a folder.
• Select the notification option according to your preference:
  • Don't notify.
  • All members.
  • The listed addresses.

NOTE: Members are those users that you have specifically specified for sharing. If you have shared file with all Safe-mail users, notifications will not be sent to all Safe-mail users.

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New File

Click the New File link to copy a new file from your computer to your briefcase. You can also create a text file, or an html file, directly from this page.

Add new file
When adding a new file to your briefcase, you will be prompted for the following:

• Create at: If you have one or more folders in your briefcase, you can specify the folder where the new file will be placed.
  
• Description: The description of the file that you are uploading into your briefcase. This description is modifiable when viewing the settings for this entry.
  
• Comments on Version: Information about the particular version of the file being stored. This comment is not modifiable after having been applied.
  
• Upload/Create: You can choose to upload a file, or create a text/html file.
  
• Show documents with Description/Name: You can specify whether to show documents with the description, name, or both.
  
• Save last versions: Allows the briefcase to save multiple versions of the document. Each time that you save a version, you increase the size used by the file in the briefcase. For instance, if you have saved five versions of a file, it will be five times larger.

Read Only
You can specify which users can read the file that you are adding to your briefcase. Your choices are:

• All Safe-mail users - if you want everyone in the Safe-mail community to be able to access this file.
  
• Only users listed in the following… - if you wish to allow only a restricted list of Safe-mail users to access this file. It is only necessary to specify address book names, or the account name part of the Safe-mail address (e.g., john instead of john@safe-mail.net). Users specified here will be considered 'members' of this file, and can be notified when the file is changed.
  

Read and Write
You can specify which users can change the file that you are adding to your briefcase. Your choices are:

• All Safe-mail users - if you want everyone in the Safe-mail community to be able to change this file.
  
• Only users listed in the following… - if you wish to allow only a restricted list of Safe-mail users to access this file. It is only necessary to specify address book names, or the account name part of the Safe-mail address (e.g., john instead of john@safe-mail.net). Users specified here will be considered 'members' of this file, and can be notified when the file is changed.
  

Notifications
When changes are made to the file, you can choose to notify one, or more, Safe-mail users by email. There are three settings:

• Don't notify - (I think that we've figured that one out, right?)
  
• All members - these are the members listed in the Read and Write sections above.
  
• The listed below addresses - specify address book names, or the account name part of the Safe-mail address (e.g., john instead of john@safe-mail.net)

HOW TO

To upload a new file...

1. Click the Folder you would like to store the file into.
2. Click "New File" link in the main menu.
3. A window will be displayed requesting to enter the filer's name and other settings (see "Managing Files and Folders" - above).
4. Select the destination folder at the "Create at" Drop Menu. (The default location is the level from which you pressed the "New Folder" link).
5. Enter the file's subject (optional, can be any text). If this field is left empty then Safe-mail will display the file's name instead.
6. Enter the file's description (optional), which will be displayed next to the file's subject.
7. Enter the current version's comments (optional), which will be displayed in the Detailed Description/Previous Versions window (see "Managing Multiple Versions Of The Same Document" in this document).
8. Select the file that you wish to upload using the "Browse" button.
9. Enable Strict Version Control (optional). For more information on how Safe-mail manages version control in the Safe-mail briefcase, go here.
10. Sharing and Notification Settings (optional). See above for information on Sharing and Notification settings.
11. Click the "Save" button.
12. A new File is set-up and is displayed for the User to access, share or update.

NOTE: You can change the File's initial settings at any time - (see "Managing Files and Folders" - above).

To save e-mail attachments directly to your briefcase...

1. From your mailbox, select the e-mail message that contains the attachment(s).
2. Click the "Save Attachments To My Briefcase" link.
3. The "Save Files To My Briefcase" window will appear.
4. Select the destination folder using the drop down list.
5. Using the checkboxes next to each file, select the files you wish to save to your Briefcase.
6. To every selected file add a Subject, Description and Version Comments. You can leave those fields blank. The default Subject of a file is the file's name.
7. Click the "Save" button.
8. You can now access the saved files directly from your Briefcase!

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New Folder

To Create New Folder...

1. Click on "New Folder" link on the main menu.
2. A window will be displayed requesting you to enter the folder's name and other settings (see Managing Folders on this page).

3. Select the location of the folder at the "Create at" Drop Menu. (The default location is the level from which you pressed the "New Folder" link.
4. Type the folder's name.
5. Type the folder's description, which will be displayed next to the folder's name.
6. Click the "Save" button.
7. A new Folder is set-up and is displayed for the User to add files or create subfolders.

NOTE: You can change the Folder's initial settings at any time - (see "Manage Folders" in this document).

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Preferences

Managing The Folder's Settings

1. Select any folder using the checkbox, which is located to the left of the folder's name.
2. Click the "Settings" button.
3. The Folder's Settings window will appear.

4. Change any relevant information, including Name, Description, Location, Version Control, Sharing and Notifications.
5. Click on the "Update" button to save the changes.

NOTE: Selecting the checkbox "Update all sub folders and files settings" and then pressing the "Update" button will update the settings of all the sub-folders and the files that are located in that folder.

Managing The File's Settings

1. Click the File's Subject.
2. The file's Detailed Description/Previous Versions window will open.
3. Click the "Settings" button.
4. The File's Settings window will appear.
5. Update any relevant parameter, including Name, Description, Location, Version Control, Sharing and Notifications.
6. Click the "Update" button to save the changes.