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Mage Shares User Guide

Spaces, folders and files, share links and Quick Shares, upload requests, approvals, forms, signature requests, organizations, and the admin area.

Getting in

  1. 1 Roles Access works in two layers. 1 min read
  2. 2 Signing in and invitations Accounts are created by invitation, not by registering. 1 min read
  3. 3 What a share link recipient sees Anyone with a share link can use it without an account. 1 min read

The client portal

  1. 4 Portal layout The portal is branded with your agency's logo and colours. 1 min read
  2. 5 Dashboard Action Required. Cards for anything waiting on you: documents to sign (Sign Now), approvals to review (Review), upload requests (Upload) and forms to fill in (Fill Out), each with its space and due da... 1 min read
  3. 6 Files Files opens the space's shared folders. A folder tree on the left and breadcrumbs at the top keep you oriented. Open a folder to see its files. 1 min read
  4. 7 Upload a file to the agency External Customers can send a file to the agency without being asked for it. Click Upload a file on the dashboard, a space card or the Files toolbar. 1 min read
  5. 8 Upload Requests An upload request is the agency asking you for specific files. The list shows each request with its progress, due date and status: Open, Partially Submitted, Submitted, Accepted, Needs Revision or Clo... 1 min read
  6. 9 Approvals An approval is the agency asking you to sign off on something: an image, a PDF, a document, a web page or an article. The list shows each item with its type, due date and status. 1 min read
  7. 10 Forms and Form Requests Form Requests in the sidebar lists forms assigned to you, each with a progress bar of required answers, its due date and a Fill Out or Continue button. 1 min read
  8. 11 Signing documents When you are asked to sign, the dashboard shows Sign Now and you also receive an emailed signing link. The signing page shows the request title, who requested it, the expiry date, any message, the con... 1 min read
  9. 12 Shared with me Quick Share bundles other people have sent to your email address. Each row shows the subject, sender, file count, expiry and when it arrived, with a state chip: New, Opened or Downloaded. Open goes to... 1 min read
  10. 13 Activity, search, profile and organization Activity lists what you have done in the space: files downloaded, items submitted and so on, with times. 1 min read

The admin area

  1. 14 Admin layout and dashboard Team members reach the admin area through Admin Panel in the portal sidebar. 1 min read
  2. 15 Spaces A space is one client's or project's area. Spaces lists them as cards with a star to favourite, an Active or Inactive badge, storage used and creation date, with search and a status filter. 2 min read
  3. 16 Folders and files Folders lists the space's folders. New Folder asks for a name and description; open a folder and use New Folder again for a subfolder. System folders such as Customer Uploads are locked and cannot be... 2 min read
  4. 17 Share links Share links let anyone with the link download one file, without an account. 1 min read
  5. 18 Quick Shares A Quick Share sends a bundle of files to named recipients by email, with tracking. Each recipient gets a unique link. 1 min read
  6. 19 File Requests A file request asks a client for specific files. 1 min read
  7. 20 Approval Items An approval item asks reviewers to approve, reject or request changes. 1 min read
  8. 21 Forms and Form Requests Forms are questionnaires published to a set of people. Build one with a title, description and fields: for each, a label, a type (short text, long text, email, phone, dropdown, radio, checkbox or file... 1 min read
  9. 22 Signature Requests A signature request collects electronic signatures on a contract. 1 min read
  10. 23 Templates Templates save setup work. Four kinds share one page: 1 min read
  11. 24 People: Users, Space Users and Organizations Users lists everyone in the service with their account role, or "External / Space User" for clients. Open a user to see their space memberships, change their account role (Tenant Owners) or Remove Use... 1 min read
  12. 25 Owner settings: Audit Log, Settings, Branding Audit Log records every event across the service with the time, user, event, space and item, filterable by event type and date. 1 min read
  13. 26 Reference File limits. Uploads by your team and to upload requests accept files up to 750 MB. The client drop-box accepts files up to 50 MB. Executables and scripts are always blocked, and nothing can be downlo... 1 min read