File Sharing Integration in Dash SaaS

Verification Flow Explanation

• When you first access the File Sharing page, you will see a verification notice indicating that you need to complete verification before you can create or manage files. Under that note if you click on the verification, you will be navigated to the verification page. On the verification page you will see a create button, if you click on the button, the verification form will open.
• Here you need to upload your required file. Once you submit your verification request, it will show an “Applied Date”, “Particular Attachment” and have a “Pending” status.
• The super administrator will review your submitted documents and either approve or reject your verification request. You can check the status of your verification in the File Share Verification section. Once the super admin approves your request, you will receive an “Action Date” and your status will change to “Approved.”
• Only after your verification is approved can you access the Files section and start creating, uploading, and sharing files. Until then, the file creation features will remain blocked with the verification notice displayed. You can also delete the request if you want, but if you delete it all the data related to that file will be removed, you can also regain the file if you want.

Files Management

To upload and share a new file, click the “Add” button located at the top of the files page. This will open the file upload form where you need to complete several sections.

Start with the Attachment field (required) by clicking “Browse” or “Choose File” to select the file you want to upload from your computer. Once selected, you’ll see the file name and size displayed.

Next, choose your sharing method from the “Select a method for sharing the file” options. You can either select “Assign Email” which allows you to add specific email addresses where the file will be sent directly, or choose “Shared Link” which generates a downloadable link that you can share with anyone.

If you want the file to be automatically deleted after the first download, enable the “Auto Destroy” toggle switch. This is useful for temporary files or sensitive documents that shouldn’t remain accessible indefinitely.

For additional security, you can use the “Secure the upload with a password” option. When enabled, recipients will need to enter the password you set before they can download the file. This field is optional but recommended for confidential documents.

In the Users field, you can select multiple users from your company who should have access to the file. This connects to your User management system, allowing you to choose from your existing contacts or user database.

Finally, add a Description to explain what the file contains or provide instructions for recipients. This helps users understand the file’s purpose before downloading.

The list page shows all your uploaded files in a table format. The columns display File Name, File Size, Filesharing Type (Email or Link), Users who have access, Total Downloads count, Is Pass Enable (password protection indicator), Auto Destroy settings, and File Status (Available or Not Available).

Use the Search button to find specific files by name or other criteria. The Filter button allows you to filter files by File Status, Filesharing Type, and Users. The List/Grid Toggle button switches the view from table format to a visual grid layout showing file thumbnails and detailed information cards. The Per Page Selector lets you control how many files are displayed per page.

Available actions in the Actions column include:

-Download to get the original file (only for available files)

-Preview to view images or documents directly in the browser

-Copy Link to get a ready-to-share encrypted link with file name and size information

-Edit to modify file settings

-Delete to remove files (moves to trash)

Activity Management

The Activity section provides comprehensive tracking of all download activities for your shared files. This helps you monitor who is accessing your files and when.

The list page displays detailed download information with columns showing File Name (which specific files were accessed), IP Address of the downloader, Date timestamp, Country where the download occurred (based on IP geolocation), Device Type used, and OS Name (operating system information).

Use the **Search** button to find specific download activities by file name, IP address, or date. The **Filter** button provides advanced filtering options. The **Per Page Selector** controls the number of activities displayed per page.

Click the **Show** button to view detailed information about specific download activities. This detailed view provides comprehensive tracking data including download history, user patterns, browser information, and access logs stored for security monitoring and usage analysis.

Trash Management

When you delete files, they don’t disappear immediately but move to the Trash section, giving you a chance to recover them if needed.

The trash list page displays all deleted files with columns showing File Name, File Size, File Status, Auto Destroy settings, Filesharing Type, Users who had access, and Deleted At timestamp when the file was removed.

Use the **Search** button to find specific deleted files, the **Filter** button for advanced filtering options, and the **Per Page Selector** to control display count.

Available actions include:

– Restore to bring files back to active status (they will reappear in your main Files list)

– Delete to permanently remove files from the system (this action cannot be undone and removes the physical file)

For filtering deleted files, use the same filtering options as the main Files module including File Status, Filesharing Type, and Users filters.