- Installing and Launching FileVault
- Uploading Files
- One-Click Upload
- Offsite Backup
- Upload Log
Installing and Launching FileVault
The first step will be logging in to Firm Portal. For instructions on how to do this please click here.
Once you are logged into the Portal, click the “Secure File Exchange” button.
Click the “More” button.
Click the “Download Windows Application” button.
Click “download now” button.
Save the file onto your computer.
Locate where you saved the file and click “FileVaultSetup.msi”. Follow the onscreen instructions to install.
When the installation is complete click “Start”, “All Programs” and then “FileVault”.
Locate the FileVault icon at the bottom right of your task bar.
Right click the icon and select “Settings“ to begin configuration.
The “Upload” tab allows you to upload multiple files at once, directly to your client’s folders.
First click on “Add file(s)” and select the file(s) to upload from your computer.
Once you have selected the files to upload they show up in the “Files to send” window. Now click the “Browse” button.
When the “Browse” button window opens select where you would like to upload the files. You can either upload them to your personal “My Documents” folder in The Vault or you can upload the file(s) directly to one of your client’s folders.
Click “OK” when you have selected the folder you would like to upload to.
Click the “Upload Now” button and wait for your files to upload.
The time it takes to upload your files varies greatly depending on the size and amount of files you choose to upload as well as your local internet providers’ upload rate. The file will not show up online right away; the files are stored in a queue and will be pushed out the online system between 11:00 and 12:00 PM, Eastern Time.
If you checked off “One-click Upload” under the “Settings“ tab you can simply right-click on any file and select “Send To FileVault” and it will automatically send that file to the Vault and into the “My Documents” folder associated with the account listed in the “Settings“ tab.
You can use the “Backup” tab to backup multiple files to your personal “My Documents” folder within The Vault. Please note, you can only backup individual files and not entire folders.
Click on “Add File To List”.
When the “Add File” pop up opens, click on the “Browse” button and locate the file you would like to backup.
Please note, at this time you can only backup files to your “My Documents” Vault folder and any sub-folders located within it.
Once you have selected the individual files to Backup, choose when you would like the backups to occur and then click “Backup Now”.
A progress bar will appear indicating the upload is processing.
The time it takes to upload your files varies greatly depending on the size and amount of files you choose to upload as well as your local internet providers’ upload rate.
For “FileVault Username” and “FileVault Password” put in the same information you used to login to the Portal with. You may click the “Verify Credentials” button to test to see if the username and password were entered correctly.
Checking “Run at Windows Startup” causes FileVault to start automatically when you turn your computer on.
Check “One Click Upload“ if you would like the ability to right click on a single file in your computer and send it directly to your “My Documents” File Vault folder.
Under “Upload Settings” you can either choose to always overwrite a file with the same name or to keep multiple versions of the file available on The Vault.
Under “Connection” leave the default setting of “Use Internet Explorer proxy settings”.
The “Log” tab will show you the status of backups that have taken place.
To uninstall FileVault click on the “Start Menu”, and go to “Control Panel”, then “Add or Remove Programs”. Find “FileVault”, select it, and click “Remove”. Follow the on-screen instructions to uninstall the program.