Sending a package in FileRunner is as straightforward as composing an email. To begin, navigate to the ‘Share’ tab in FileRunner as illustrated below.
Create your Package
Now, let's ensure your package includes essential details. Each package must have a unique name and at least one recipient. You can also add a personalised touch with an optional message.
Recipient Types in FileRunner
Verified User
These users have an existing FileRunner account and will be able to receive packages by logging in to their inbox
Unverified User
No FileRunner account? No problem! Unverified users can receive packages using just their email address. Keep in mind; they can't send packages themselves.
Depending on your Project settings, sending packages to unverified users may be restricted for security reasons. If you're the Project Administrator and want to enable this feature, refer to our guide on Managing Your Project for step-by-step instructions.
Adding Recipients to a Package
There are three different methods for adding users to a package:
Search and Select users
Clicking on the Recipients field will bring up a dropdown list of existing verified users , listed by Group, and any unverifed users you have previously sent packages to.
By default, as you type in the Input field, results in the dropdown will be filtered to matching Users. If you want to change this so the search results are filtered to matching Groups, select the button with the user icon at the head of the Input field and select “Search by Group” from the dropdown menu.
Click the input area and either select from the scrollable list of saved recipients or type to filter the results
Adding users by email
You can type or copy and paste a string of email addresses into the Recipients field to easily add multiple recipients to a package; this can include both existing users or new unverified users. We will parse out any valid email from the string entered so the list may be copied from your mail client or from a .csv file.
If you choose to copy a list of emails from a different location, please ensure the email addresses are properly spaced with either a space, comma, semicolon or colon in between each email address as this will help us to ensure every email is entered correctly.
Adding a user without a FileRunner account (an unverified user) to a package
Adding multiple recipients to a package
Adding by Group
To add an entire group of users, select the search by Group option, type your desired Group name and then click the blue “add group” button next to your desired selection.
Adding a group to a package
PIN Verification
PIN Verification is a security feature akin to two-factor authentication. To unlock a package of this type, PIN verified packages require the entry of a 6-digit code that is sent to the user's mobile phone via SMS text. This feature can be enabled for all users or unverified users only.
Enabling PIN verification
To activate PIN verification for a package, switch on the feature using the toggle button as demonstrated and choose whether it applies to all or only unverified users.
Checking Recipients' Mobile Numbers
After adding users to the Recipient list, check if they have a saved mobile number for PIN verification. Users will be listed in red and you will be prevented from sending a package until all relevant users have a number added - this will either be all users or all unverifed users depending on your selection above. Clicking the number allows editing. If a number is missing, use the 'add' button to include it before sending.
Editing Mobile Numbers for Verified Users
Editing a verified user's number is possible for the specific package only, serving as an override. Only the numbers added at the time of sharing a package can be used to unlock it - this is essential for maintaining the package security . Updating a user's phone number in their profile after sending the package will only apply to subsequent packages. Contact our support team to update a user's number for PIN verification post-package delivery.
Again, dependent on your Project settings, PIN verification may be enforced for all packages on your Project. If this is the case you will not be able to turn off PIN verification. However, if it is only enforced for unverified users you can decide to additionally add it to verified package recipients. If you are a Project Admin and want to know more about how to enforce this feature see Managing your Project.
Access Period
By default, packages are accessible to recipients immediately after upload and for a 10-day duration. However, files are stored for a total of 15 days and users have the flexibility to customize the access period within this 15-day window.
To set a specific access period different from the default, click the calendar button. Choose the desired start and end times and dates for the package.
Recipients will not be notified about the package until the access period begins. This feature is particularly useful for handling embargoed content or managing your workflow. For instance, you can complete your upload at a convenient time and delay discussions with end clients or colleagues until a later date.
In the event, that users do not download the package within their allotted time, senders have the option to enable a 3-day extension. This extension can be activated within the last 24 hours before the package expires. Please note that this extension feature is a global setting for your project and is currently managed within our Internal management tools.
Attaching files to your Package
After specifying the package name, recipients, and an optional message, it's time to add files to your package. You can select individual files or folders using the respective buttons located towards the top right of the package file list. Alternatively you can also drag and drop files and/or folders into the drag and drop field. If selecting a folder, your file directory structure will be maintained upon package delivery.
Package size limits
FileRunner packages have no limits on the number of files or overall package size (Bytes). Users commonly send packages as large as one terabyte. However, depending on your connectivity during upload, consider splitting very large packages into 150GB-250GB sizes to minimize the risk of interruptions. This is not essential but may be practical.
Uploading your package
Once your package is ready, click the red 'Send Package' button in the top right corner. Ensure you have followed the steps correctly— you need a package name, at least one recipient, and one attached file. For PIN verification, ensure all users have a phone number added. The button will be disabled until this is fully complete.
When your upload starts the upload drawer will open on the right-hand side of the screen. It may take a moment for the upload to get going. Once in progress, you’ll get an update on the overall percentage of progress, an estimated time remaining based on the average speed of upload and overall package size, the current speed, number of files uploaded and the number of bytes uploaded. The speed can fluctuate a bit and is most accurate in the middle of the upload as there is a little overhead in our processing at both the beginning and end of the upload.
You will have options to both Cancel and Pause the upload. Cancelling aborts the upload process entirely whereas pausing will temporarily pause your upload. Note this will pause the progress of your entire queue should you have more than one package waiting to upload. Pausing can be resumed so long as the browser session is not ended. This is therefore only for use when you intentionally need to pause the connection for example if you are moving networks or you need to free up bandwidth for another use case.
During the upload, you may minimise the upload drawer at any time allowing you to queue up further packages for upload or review other pages in the site. The minimised bar will remain at the right side of the screen with a smaller version of the progress bar. Clicking the minimised bar will reopen it. If the bar changes colour at any point this is because we are warning you of either a potential issue or notifying you that the package is in an error state.
Once the upload is complete, close the upload drawer by clicking the 'x' at the top (when open) or at the bottom of the minimized bar.
After the Upload
You don't need to wait for large uploads. After your files reach FileRunner servers, a short build process finalizes the package for recipients. You'll receive an email notification when the transfer and build process is complete. Check your Sent package list if you don't receive the email immediately. If the package isn't there after a short wait, contact our support team.
If the Access period is set to start immediately following upload, recipients will also receive an email. Refer to our guides on downloading FileRunner packages for more details. If recipients don't receive emails, consult our troubleshooting guide on email notifications.