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General Customization

Customization is available on FileCloud Standard and Enterprise. Learn more.


FileCloud allows some customization of the options on the User Portal and responses to user requests.


For any UI feature customizations to be effective, you must enable the first one, Enable UI Customizations.
To authorize Admin users to perform customizations, enable Customization settings for their roles. See Managing Admin Users for more information.

To customize the log-in experience, see Customize the User Login Screen.

You can enable or disable the following options to customize how users interact with the portal.

UI Features

To change the options a user will see:

  1. Login to Administration portal.

  2. On the left navigation menu panel, click Customization.

  3. Click the General tab, and then below it click the UI Features tab.

  4. Use the checkboxes to enable or disable any of the options described in the following table.

  5. To apply the change, click Save.

UI Feature Option

Description

Show Document Preview

This enables FileCloud to display the preview option for text-based document files in the user portal. Requires setting up document preview. Enabled by default.

Enable additional email templates

This enables users to view email templates for specific user types as well as default email templates on the Email Templates tab.

Show Single File Share Full Preview

This enables or disables single file shares to open in a full preview mode (if applicable).
This is useful for PDF file shares.
Beginning with FileCloud version 20.2, enabled by default.

Show New Document Creation Option

Enabling this will allow the users to create new Office, text, and markdown documents. Enabled by default. Also see New Document Creation via Web Browser.
FCCreateDocs.png

Show Edit in Desktop Option

Enabling this option will allow documents to be edited using the local system's Office program and automatically save

back to FileCloud.

Show Online Edit Option

Enabling this option will allow documents to be edited online. (Requires "Web Edit" configured)

Disable Music Playback

Show or disable Music Player in User Portal

Disable News Feed

Show or disable news feed in User Portal (Shown below the left side navigation panel)

Disable Folder Download

Disable "Downloading" of full folders or multiple items as zip files

Show Email Preview Dialog

Options:

Send email and show email preview dialog (default)

Send email and hide preview dialog: Share Email Notification Dialog will not pop up, but automatically the email will be sent to the user.

Do not send email when sharing: Share Email Notification Dialog will not pop up, and no email will be sent to the user.

Disable Getting Started Admin Dialog

(Added in FileCloud 20.1)  

This only disables the features overview for new administrators. In versions prior to 20.1, it disabled the features overview for new administrators and the tutorial and welcome message for new users.

Disable New User Tutorial

Disables Get started with FileCloud tutorial from opening when a new user logs in.

You can enable or disable the following options to add links to the user's Account menu.

To change the user's Account menu options:

  1. Login to Administration portal.

  2. On the left navigation menu panel, click Customization.

  3. Click the General tab, and then below it click the Account Menu tab.

  4. Use the checkboxes to enable or disable any of the options described in the following table.

  5. To apply the change, click Save.

Account Menu Option

Description

Show Install Desktop Apps

This will show or hide the "Install Desktop Apps" menu item in the "Account" drop-down menu in User portal

Show Install Mobile Apps

This will show or hide the "Install Mobile Apps" menu item in the "Account" drop-down menu in User portal

image2018-1-12_14-39-3.png Customize how files are listed

You can enable or disable the following options to change how files are listed on the User Portal.


To change the way a user's files are listed:

  1. Login to Administration portal.

  2. On the left navigation menu panel, click Customization.

  3. Click the General tab, and then below it click the Listing tab.

  4. Use the checkboxes to enable or disable any of the options described in the following table.

  5. To apply the change, click Save.


File Listing Option

Description

Default file selection

Auto Select of a file when a user logs in

File List Multi Select

This option will allow you to enable or disable multi-select feature in file list view

Default sort by

The sorting of file listing shown in the web browser can be selected to be based on either Name or Data or Size.

Default sort direction

The sorting of file listing shown in the web browser can be set to ascending or descending order.

Allow Sort Override

Default is Allowed. Allow or disallow users to override sorting defaults.
CustomizeListing.png

You can add custom header and footer content to the user portal by entering it on the Custom Header and Custom Footer tabs. 

To add a custom header or footer:

  1. Click Custom Header or Custom Footer.

  2. In the Custom Header or Custom Footer field, enter your text. 
    You can include HTML tags to format your content.

    CustomHeader.png

  3. Click Save.

    If you include a custom header, it appears at the top of the user portal screen:

    customHeadermsg.png



    If you include a custom footer, it appears at the bottom of the user portal screen:

    Footer.png