the setup process – adding usersnextiva drive – application mobility & storage option 12...

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Nextiva Drive – The Setup Process Mobility & Storage Option 1 The Setup Process – Adding Users 1. Login to your account and click on the Account icon at the top of the page (this is only visible to the administrator). 2. Click Create New User 3. Enter the name and email address of the person being invited to the account. 4. If desired, set reserved area, if you chose to set "0 GB" available space will be allocated dynamically among all users. 5. Set the user’s permissions. This will determine whether the user is able to write or upload to the root folder. 6. Click Save. The person that you just added will now receive an email with an invitation to the account from you. The email contains a link to complete registration. Upon registration, the user only needs to enter a username, a password and a secret question. After clicking Save, a list of users is shown and allows you to see the status of those you have invited, for example if they have completed their registration or not.

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Page 1: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

Nextiva Drive – The Setup Process Mobility & Storage Option

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The Setup Process – Adding Users 1. Login to your account and click on the Account icon at the top of the page (this is only visible to the

administrator).

2. Click Create New User

3. Enter the name and email address of the person being invited to the account.

4. If desired, set reserved area, if you chose to set "0 GB" available space will be allocated dynamically among all users.

5. Set the user’s permissions. This will determine whether the user is able to write or upload to the root folder.

6. Click Save. The person that you just added will now receive an email with an invitation to the account from you. The email contains a link to complete registration. Upon registration, the user only needs to enter a username, a password and a secret question. After clicking Save, a list of users is shown and allows you to see the status of those you have invited, for example if they have completed their registration or not.

Page 2: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

Nextiva Drive – The Setup Process Mobility & Storage Option

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The Setup Process – Editing Users 1. Click the Account icon

2. Click the first name of the user you wish to edit (or select the checkbox before the name, then select Edit

from the Manage menu)

3. You can now change the reserved area or permissions for the user.

4. Select Save when finished.

Page 3: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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The Setup Process – Creating Groups 1. Click the Account icon, then Groups in the left column.

2. Select Create new group

3. Enter a group name and click Save.

Page 4: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

Nextiva Drive – The Setup Process Mobility & Storage Option

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The Setup Process – Adding Users to Groups 1. Click the Account icon.

2. Select users from the list that you want to add to a group.

3. Select the group to which users should be added from the Add to group menu above.

The Setup Process – Uploading Files 1. Login to your account and click on the My files icon at the top of the page.

2. Click the Store button (next to Manage). This will open another window. Drag and drop the files you wish to

upload onto this window. Alternately, you may click on the … or use our basic uploader link at the bottom of the page to search for the file , then click Open.

Page 5: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Nextiva Drive – The Setup Process Mobility & Storage Option

The Setup Process – Downloading Files 1. Login to your account and click on the My files icon at the top of the page.

2. Click on the filename of the stored file you wish to download. This will automatically download the file to

your computer.

The Setup Process – Deleting Files 1. Login to your account and click on the My files icon at the top of the page.

2. Select the checkbox next to the file you wish to delete. You can select multiple files to be deleted.

3. Then, select Delete from the Manage menu.

4. A dialogue box will appear. Click Ok to move the selected files to the Recycle bin.

Page 6: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Nextiva Drive – The Setup Process Mobility & Storage Option

4. Then, select Restore from the Manage menu.

5. The files will then be placed in the folder they were initially deleted from.

The Setup Process – Restoring Deleted Files 1. Login to your account and click on the My files icon at the top of the page.

2. Click on Recycle bin in the left column.

3. Select the checkbox next to the file you wish to restore. You can select multiple files to be restored.

Page 7: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Nextiva Drive – The Setup Process Mobility & Storage Option

The Setup Process – Permanently Deleting Files 1. Login to your account and click on the My files icon at the top of the page.

2. Click on Recycle bin in the left column.

3. Select the checkbox next to the file you wish to permanently delete. You can select multiple files to be

permanently deleted.

4. Then, select Permanently delete selected from the Manage menu.

5. A dialogue box will appear. Click Ok to permanently delete the selected files.

Page 8: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Nextiva Drive – The Setup Process Mobility & Storage Option

The Setup Process – Creating Folders 1. Login to your account and click on the My files icon at the top of the page.

2. Then, select Create New Folder from the Manage menu.

3. Name your folder and click Save.

Page 9: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Nextiva Drive – The Setup Process Mobility & Storage Option

The Setup Process – Moving Files to Folders 1. Login to your account and click on the My files icon at the top of the page.

2. Select the checkbox next to the file (or files) you wish to move.

3. Then, select Move from the Manage menu.

4. A pop up will appear prompting you to select the folder you wish to move the file to. Select the folder then click Ok.

Page 10: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Nextiva Drive – The Setup Process Mobility & Storage Option

The Setup Process – Sharing Files/Folders 1. Login to your account and click on the My files icon at the top of the page.

2. Select the checkbox next to the files or folders you wish to share.

3. Then, select Share from the Share menu.

4. A pop up will appear prompting you to select how you wish to share your content. In this popup you will be provided with a direct link to your content as well as the option to send the link to an email address. You can also set up a password for your shared content.

5. Click Ok when done .

Page 11: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Nextiva Drive – The Setup Process Mobility & Storage Option

The Setup Process – Removing Shares 1. Login to your account and click on the My files icon at the top of the page.

2. Select the checkbox next to the files or folders you wish to un-share.

3. Then, select Remove Share from the Share menu.

4. A dialogue box will appear. Click Ok to delete the selected shares.

4. A dialogue box will appear. Click Ok to delete the selected shares.

Page 12: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Desktop Client – Download & Install 1. Login to your account and click on the Downloads link at the top of the page.

2. Click on the link under Nextiva Drive appropriate to your operating system. This will download the

executable installation file.

3. Open the file. Follow the prompts on the screen to allow for the installation.

4. When the installation completes, select the checkbox to launch the program and click Finish.

Desktop Client – Setup 1. Launch the program.

2. Click Next on the Setup screen.

3. Enter your Username and Password on the following screen and click Next.

4. The next screen will prompt you to name your Backup. Click Ok.

5. You will then be prompted to select the files/folders you wish to back up. Do so, and click Ok.

6. Choose you settings for locally deleted files then click Ok.

7. A quick tour of Nextiva Drive will then start. Click Next until you reach the The installation is complete

screen. Click Finish on this screen.

Page 13: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Desktop Client – Status Screen At the Status screen, you will see the most recent uploaded and downloaded files along with the time the backup/recoveries occurred. This screen also displays the remaining time left on an active backup. 1. This indicates when your next backup is scheduled to occur.

2. Click here to force a back up.

3. Click here to view your backup online.

4. Click here to restore a backup.

5. Here is a list of your most recent backups.

Page 14: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Desktop Client – Edit Screen At the Edit screen, you many change which folders and files to include in your automatic backup. 1. Select general folders you wish to back up here.

2. Click here to select specific files and folders to back up

3. Click here to view your backup online.

4. Click here to restore a backup.

Page 15: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Desktop Client – Settings Screen In the Settings screen, you can change how often and when a backup takes place and whether or not you’d like to be notified when a backup is complete. You may also choose to have the application start when Windows starts. 1. Your log in credentials are stored here.

2. Alter the application’s preferences here.

3. Select the intervals at which backups to occur.

4. Designate the amount of bandwidth the Nextiva Drive uses while backing up your files.

Page 16: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

Nextiva Sync – Application Mobility & Storage Option

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Desktop Client – Download & Install 1. Login to your account and click on the Downloads link at the top of the page.

2. Click on the link under Nextiva Sync appropriate to your operating system. This will download the executable

installation file.

3. Open the file. Follow the prompts on the screen to allow for the installation.

4. When the installation completes, select the checkbox to launch the program and click Finish.

Desktop Client – Setup 1. Launch the program.

2. Click Next on the Nextiva Sync Installer screen.

3. Enter your Username and Password on the following screen. Your computer name will automatically

populate into the appropriate field. Click Next.

4. A quick tour of Nextiva Drive will then start. Click Next until you reach the You are ready to start! screen. Click Leave Tour on this screen.

Page 17: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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iPhone & iPad Client – Download and Install 1. Download and install the Nextiva Drive app from the App Store.

2. Launch the app.

3. Enter your Username and Password in their respective fields then click Login.

Page 18: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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iPhone & iPad Client – Nextiva Drive Screen

1. Upon logging in, you will, by default, arrive at the Nextiva Drive screen of the app. From this screen you can:

• View your recently uploaded images and documents.

• Access all of your stored files.

• View your Computer Backups.

• Access files in your Common folder.

• Access your Favorites.

• Access your Shared files.

• Search for a particular file.

• Activate auto upload for camera (automatically uploads any pictures taken with your mobile device.

• Navigate to other screens within the app

Page 19: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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2. You can specify which folder within your Nextiva Drive you would like the uploaded content to be saved to by tapping the Choose folder button.

3. Once you select where you would like the files uploaded to, you will be taken to Photo folders on your phone. Select the photos you wish to upload and tap the Upload button in the upper right corner.

iPhone & iPad Client – Upload Screen 1. The Upload button is located to the right of the Nextiva Drive button. From this screen you can upload

photos right from your mobile device.

Page 20: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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iPhone & iPad Client – Settings Screen

1. The Settings button is located to the right of the Upload button. From this screen you can view and change your Nextiva Drive settings. These include:

• Your Nextiva Drive Username.

• Whether you’d like the app to remember your Username.

• The size of your drive and the amount of space free on it.

• The option to log out of the app.

• Whether or not the pictures on your mobile device get automatically backed up to the Nextiva Drive.

• File browser settings.

• Whether the app resumes at the screen where it left off when it was shut down..

• Help articles

• App software version

Page 21: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Mobile Client – Android 1. Download and install the Nextiva Drive app from the Google Play Store.

Page 22: The Setup Process – Adding UsersNextiva Drive – Application Mobility & Storage Option 12 Desktop Client – Download & Install 1. Login to your account and click on the Downloads

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Mobile Client – Windows Phone 1. Enter instructions here.