• Quickly access to your most important files and folders.
• Bookmark, favorite, or save your files for easy access later.
• Works on both mobile and the web.

In this article:

• How do I star a file or folder?
• How do I access my starred files?
• How do I un-star a file?

How do I star a file or folder?

You can star a file from the Sync.com web panel, and your phone or tablet.

Star a file or folder from the Sync.com web panel:

1. Sign in to the web panel.
2. From the Files or Vault tab click the (star) icon beside any file or folder. On smaller screens, first click the (ellipsis) icon, and then select Add to starred.

Once starred, you can access your starred files directly from the web panel Starred tab.

Star a file or folder from your phone or tablet:

1. Install the Sync mobile app on your mobile device.
2. Open the Sync mobile app.
3. Tap the (ellipsis) icon beside any file or folder, to open the menu.
4. Tap Add to starred.

How do I access my starred files?

From the Sync.com web panel:

1. Sign in to the web panel.
2. Click the Starred tab on the top menu bar.
3. Your starred files are listed here, ordered by your most recently starred files.

From your phone or tablet:

1. Install the Sync mobile app on your mobile device.
2. Open the Sync mobile app.
3. Android: Tap the menu icon at the top of the screen, and tap Starred.
4. iOS: Tap Starred on the menu bar at the bottom of the screen.

How do I un-star a file?

Note: this action simply un-stars the file. The file remains in Sync, and is not deleted.

From the Sync.com web panel:

1. Sign in to the web panel.
2. Click the (ellipsis) icon beside any starred file or folder, to open the menu.
3. Select Remove from starred.

From your phone or tablet:

1. Open the Sync mobile app.
2. Android: Tap the menu icon at the top of the screen, and tap Starred.
3. iOS: Tap Starred on the menu bar at the bottom of the screen.
4. Tap the (ellipsis) icon beside any starred file or folder, to open the menu.
5. Tap Remove from starred.

The post How to use Starred files first appeared on Sync.com - Help Desk.

• It’s easy to access and share large files and folders full of files
• Clients get their own secure login
• Clients do not have to create a Sync account or install software
• Files and folders in the portal can the synchronized to your desktop, keeping things more organized and productive
• You get instant email notifications when files are accessed
• With Sync Solo Professional and Sync Teams Unlimited, you can optionally customize the file portal with your own company logo and brand colors for a more professional, trusted experience

Creating a client file portal with Sync:

1. Sign in to the web panel.
2. Create a brand new folder by clicking New Folder on the right side of the Sync web panel. You should create a separate folder for each client.
3. Create a link to the folder by hovering your mouse over the folder and clicking the Share button, and selecting the Share as link option.
4. Click the blue Link Settings button.
5. Under Link Settings set a Password. Your client will use this password to access the file portal.
6. Under Link Settings enable Uploads Permissions. This will allow your client to upload / send you documents and files.
7. Under Link Settings enable Email Notifications. You will be notified whenever there is activity in the file portal.

Giving your clients access to their own file portal:

1. Follow the steps above to create a separate folder for each client.
2. While you are still signed in to the web panel, click the Files menu option on the blue menu bar at the top of the screen.
3. Hover your mouse over the client folder you created previously, and click the Share button.
4. Select the Manage link option.
5. Click the Copy button to copy the link to your clipboard. You can then paste it into an email (Gmail, Outlook, Office 365, Apple Mail etc.), into a message, onto a website, or wherever you want people to access it.

Adding your logo and branding to the portal

This feature is available on Solo Professional and Pro Teams Unlimited plans.

1. Sign in to the web panel.
2. Click your email address (or display name) on the top right corner of the blue menu bar.
3. Select Settings.
4. Click Edit beside Custom Branding.
5. Click the Browse button and choose a logo file from your computer or device.
6. Click the Save button to save your changes.

The post Setting up a secure client file portal with Sync first appeared on Sync.com - Help Desk.

In this article:

• Install the Sync app into your Slack workspace
• Connect Slack to your Sync account
• Make folders in your Sync account accessible from Slack
• Share files in Slack channels and messages
• Set passwords, expiry dates and revoke access to files shared on Slack
• Disconnect Slack from your Sync account

Install the Sync app into your Slack workspace

As a Slack Admin you first need to install the Sync app into your Slack workspace.

Connect Slack to your Sync account

To connect Slack to your Sync account:

1. Add the Sync app to your Slack workspace.
2. From your Slack workspace, under Apps, click the Sync.com app.
3. Click the Connect button.
4. Click the Login button, to sign into your Sync account.
5. You will be redirected the Sync web panel sign in. If you’re already signed in click Continue, otherwise sign in with your Sync account credentials.
6. Review the Slack app permissions and click the Allow button.

Your Sync account is now connected to Slack. Proceed to the make folders in your Sync account accessible from Slack step to connect a folder.

Make folders in your Sync account accessible from Slack

Once you have connected Slack to your Sync account, you can select which folders and files are accessible from Slack. This gives you granular control over file access through Slack.

To make a folder accessible from Slack:

1. Sign in to the Sync web panel.
2. Hover your mouse over the folder you want to connect and click the blue Share button.
3. Select the Connect apps option (or Manage apps option if the folder has already been connected).
4. Click the Slack checkbox, and then click the Connect apps button.
5. The status of the Slack app will change to connected. Click the Close button.

The folder you selected is now accessible from Slack. Proceed to the share files in Slack channels and messages step to make the magic happen.

Share files in Slack channels and messages

Once you have connected Slack to your Sync account and connected a folder, you can share your files in Slack channels and messages.

To share files in Slack:

1. Sign in to Slack.
2. Use the /sync command in any channel or message.
3. Type /sync and press enter or return.
4. Navigate to the file you want to share.
5. Click the (ellipsis) icon beside any file, and choose Share as link.
6. Click the Share button.

Set passwords, expiry dates and revoke access to files shared on Slack

Files are shared on Slack with Sync links, allowing you to control access or revoke access, per file, anytime, via link permissions.

Disconnect Slack from your Sync account

1. Sign in to the web panel.
2. Click your email address (or display name) on the top right corner of the blue menu bar.
3. Select Settings.
4. Click the Apps tab.
5. Click Slack.
6. Click the Revoke access button.

The post How to use Slack with Sync first appeared on Sync.com - Help Desk.

To add your company logo:

1. Sign in to the web panel.
   (On a Teams plan, this feature is managed exclusively by the Pro Teams Administrator.)
2. Click your email address (or display name) on the top right corner of the blue menu bar.
3. Select Settings.
4. Click Edit beside Custom Branding.
5. Click the Browse button and choose a logo file from your computer or device.
6. Click the Save button to save your changes.

Your company logo and color settings will replace the Sync logo and colors displayed on links and file requests shared by any user added to your Sync Pro Teams Unlimited account.

Logo format and size:

PNG, JPG, GIF and TIF formats are supported (with transparency). For best visibility we recommend uploading a horizontal logo layout sized at approximately 400 x 150 pixels, with a maximum file size of 5 MB.

Color settings:

You can modify various elements on the link page to better match your company colors and branding, including buttons, link text, and the header bar.

Resetting to defaults:

Click the Reset to Sync button to restore defaults.

The post Customizing Sync branding with your own logo first appeared on Sync.com - Help Desk.

In this article:

• Open and edit from the Sync web panel with Office 365
• Open and edit from your phone or tablet
• Open and edit directly on your Windows or Mac desktop
• Document preview preferences for Office

Open and edit from the Sync web panel with Office 365

Sync Pro Solo and Pro Teams customers can open and edit Office documents stored in Sync, using the Microsoft Office 365 online web-based editor.

To open or edit Office documents:

1. Sign in to the web panel.
2. Click on a .docx, .xlsx or .pptx document (older .doc, .xls, or .ppt formats are not supported).
3. From the preview screen, click View in Office or Edit in Office (editing requires an Office 365 license).
4. When you are finished editing, click Back to Sync from the Office 365 editor (located on the title bar at the top of the editor window), to save your edits back to Sync.

Note: Personal and Free Sync customers also have the Edit in Office option, but do not have the View in Office option. The maximum file sizes supported for web-based editing are 50 MB for .docx, 5 MB for .xlsx and 300 MB for .pptx. If your files are larger you’ll need to edit with the Office desktop or Office mobile apps.

Open and edit from your phone or tablet

Microsoft provides a full suite of mobile apps for iPhone, iPad and Android devices, including Word, Excel and Powerpoint. All Sync customers can open and edit documents and files stored in Sync, directly from these apps (editing requires an Office 365 subscription).

See the using the Microsoft Office mobile apps for iOS and Android with Sync article for step-by-step instructions.

Open and edit directly on your Windows or Mac desktop

When you install Sync on your Windows or Mac computer, the Sync app will create a special Sync folder. The Sync folder works just like any other folder on your computer, allowing you to open and edit your documents and files, using virtually any application installed on your computer, including Microsoft Word, Excel and Powerpoint.

To open and edit Office documents stored in your Sync account, directly on your computer, you’ll need to have the Sync desktop app installed, and Microsoft Office installed (editing requires an Office license). All Sync customers can install the Sync desktop app.

To open or edit Office documents:

1. Install the Sync desktop app on your computer.
2. With the Sync desktop is installed, navigate to the Sync folder.
3. Double click on any Office document in your Sync folder to open it (you’ll need to have Microsoft Office installed on your computer).
4. Save your edits. The Sync app will automatically synchronize your edits to the cloud.

Document preview preferences for Office

The Sync.com web panel includes a built-in previewer, that makes it easy to view Office documents without downloading them first.

Sync Pro Solo and Pro Teams customers can choose whether to use Sync’s built-in previewer or use the Microsoft Office Online previewer, which provides more accurate rendering and better performance for larger documents. Document previews are not available to Sync free or Personal customers.

To change your previewer preferences:

1. Sign in to the web panel.
2. Click your email address (or display name) on the top right corner of the blue menu bar.
3. Select Settings.
4. Under the Account tab click Edit beside Previewer preferences.
5. Select Office Online or Sync, and click Save settings.

Notes:

With Office Online selected (or when editing with Office 365), the encrypted document data is downloaded directly into the browser, decrypted in real-time, and then re-encrypted and streamed through an automated Microsoft-hosted helper server. With Sync selected, the encrypted document data is downloaded directly into the browser, decrypted in real-time, and then re-encrypted and streamed through an automated Sync-hosted helper server.

See the previewing documents and photos, from the web panel article for more information.

The post Microsoft Office for Sync getting started guide first appeared on Sync.com - Help Desk.

• Easily access your files using any web browser.
• Share files and folders with shared links and team share folders.
• Access file version history and deleted file recovery.
• Change security settings.
• Manage account settings and billing.

In this article:

• • Accessing the web panel
  • Web panel overview
  • Uploading (adding) files and folders to Sync, using the web panel
  • Downloading files and folders from the web panel
  • Moving files and folders using the web panel
  • Web panel file and folder menu options
  • Previewing documents and photos
  • Streaming video
  • File version history
  • Restore deleted files or folders

Accessing the web panel

The web panel is compatible with Internet Explorer 10+, Microsoft Edge, Safari 7+, Firefox, and Chrome web browsers on both desktop computers and mobile devices.

Sign in to the web panel directly:

1. Click the sign in link https://cp.sync.com, or click Sign in from the top right corner of any page on the Sync.com website.
2. Enter your email address (username) and password.
3. Click Sign in.

Sign in from the Sync desktop app:

If you’ve installed the Sync desktop app on your computer, you can sign in directly from the desktop app as follows:

1. Click the Sync icon on the Windows system tray or the Mac menu bar.
2. Click the Cloud icon on the top blue bar.

The desktop app signs you in automatically using secure single sign on (SSO).

Web panel overview

The web panel provides quick access to your cloud storage space, sharing, and other features.

Files – Click the Files tab to see the files and folders stored in your Sync folder. When you install the Sync desktop app, a special Sync folder is created on your computer, and the contents of the Sync folder will automatically be synchronized and available from the files tab.

• Learn how to add files and folders
• Learn how to restore deleted files and folders

Vault – Click the Vault tab to see all of the files and folders stored in Vault. The Vault is a cloud-only storage space that does not automatically synchronize to your computer when you install the Sync app.

• Learn more about Vault
• Learn how to add files and folders to Vault

Sharing – Click the Sharing tab and select either Team shares or Links to manage files and folders that you have shared.

• Learn how to request files from people who don’t have a Sync account
• Learn how to use team shared folder collaboration
• Learn how to share files view-only with links

Events – Click the Events tab to view an audit log of all file changes and account activity associated with your Sync account.

Users – Business Pro and Business Pro Advanced customers have access to the User admin panel, which makes managing Sync accounts for multiple team members (employees) easy.

• Learn more about Business Pro

Account and security settings – Click your Email address or display name at the top right corner of the blue navigation bar, and select Account settings to manage your email address, security settings billing profile and invoices.

• Learn how to change the email address (username) associated with your account
• Learn how to enable two-factor authentication

Help – Click the Help tab to contact Sync support directly.

Uploading (adding) files and folders to Sync, using the web panel

To upload files:

Show on Windows    Show on Mac

1. Sign in to the web panel.
2. Navigate to the folder you want to upload files to, and click Upload from the file menu.
3. Click Choose files + and select as many files as you’d like from the computer file browser.
4. Click Add or Open once you have selected a file.
5. The file will be added to the transfer window, and a checkmark will appear when uploading is complete. Click Close to exit the transfer window, and go back to your files.

To drag and drop upload folders (or files):

Drag and drop requires Microsoft Edge, Firefox, or Google Chrome.

Show on Windows    Show on Mac

1. Sign in to the web panel.
2. Navigate to the folder you want to upload files to, and click Upload from the file menu.
3. Drag and drop the folder you want to upload, from your computer to the upload box.

Note: to transfer large folders, uploading via the Sync desktop app is recommended.

Upload from the Sync desktop or mobile apps:

You can also upload files and folders using the Sync desktop and mobile apps.

Downloading files and folders from the web panel

To download files:

1. Sign in to the web panel.
2. Click the (ellipsis) icon beside any file to open the file menu.
3. Select Download or Compat download to download the file to your computer or device.

What is the difference between Download and Compat Download?

The default Download option provides both SSL encryption and an additional layer of end-to-end encryption in transit.

Compat download only provides SSL encryption in transit. Sync includes a compatibility option because Firefox, Safari, and Internet Explorer do not fully support local decryption when downloading files larger than 500 MB. This feature may also be beneficial if you are using mobile Safari.

To download multiple files:

1. Sign in to the web panel.
2. Check the files you wish to download.
3. Click Download from the file menu.

Downloading folders:

To download folders you can install the Sync desktop app on your computer, which will download your folders automatically. Additionally you can create a link to a folder, access the link, and then use the Download all link feature.

Moving files and folders using the web panel

To move files and folders:

1. Sign in to the web panel.
2. Click the (ellipsis) icon beside any file or folder, to open the file menu.
3. From the file menu select a Move.
4. Under the Move to section, navigate to the location in your Sync folder or Vault, where you want to move the file or folder.
5. Check the destination folder checkbox.
6. Click the Move button.

Note: Keep the web browser window open until the move is complete.

Web panel file and folder menu options

The Sync.com web panel includes file and folder tools to help you stay organized.

Accessing the file menu:

1. Sign in to the web panel.
2. Click the (ellipsis) icon beside any file or folder, to open the file menu.
3. From the file menu select a file action.

Files and folders have different options.

Menu actions:

Create link (or Manage link)
Share file or folder as a link. Learn more.

Share as team share (or Manage team share)
Create a shared folder, and give other team members access to view or edit the contents of the folder. Learn more.

Preview
Preview a document without downloading it. Learn more.

Download (and Compat download)
Download a file to your computer or device. Learn more.

Version history
Preview or restore a previous versions of a file. Learn more.

Rename
Rename a file or folder in your Sync folder or Vault.

Copy
Copy a file or folder to a new location in the Sync folder or Vault.

Duplicate
Duplicate a file into the same folder.

Move
Move a file or folder to a new location in the Sync folder or Vault.

Delete
Delete a file or folder in the Sync folder or Vault. Deleted files can be restored or purged.

Previewing documents and photos, from the web panel

The Sync.com web panel includes a built-in previewer, that makes it easy to view documents without downloading them first.

Previewing also extends to sharing, allowing you to restrict the ability to download, when sharing files with links.

To preview a file:

1. Sign in to the web panel.
2. Click the file name you want to preview.

The previewer will open if the file type is supported. If a file cannot be previewed you can download it and open it in an external application for viewing.

What file types are previewable?

Free and Personal customers can preview the following file types:

• JPG, GIF, PNG, TXT and a few other text-based formats.

Pro Solo and Business Pro Teams customers can preview the following file types:

• Document formats (including Microsoft Office): PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, VSD, VSDX, RTF, CSV, PDF, ODT, ODS, ODP, HTML, TXT and many older file formats.
• Image formats: DGN, DWG, DXF, DCM (DICOM), TIFF, JPG, JP2, GIF, PNG, RAS, CAL, DIB, BMP, PSD, PCT, PCX, PCD, WMF, EMF, TGA and more.

The maximum file size for previewable documents and images is 40 MB. Larger documents must be downloaded first, and viewed directly from your computer or device.

Most media formats, such as video and music files, can be viewed directly by Sync, using a web browser or Sync mobile app provided they are encoded in a web friendly format (eg. MP3, MP4). Media files must otherwise be downloaded first, and viewed directly from your computer or device. Sync does not otherwise transcode or re-encode your videos.

How do document previews work? For pictures and images, the Sync apps generate and encrypt a separate preview file locally when you upload the file. When you are browsing the Web Panel, the encrypted preview file is downloaded and decrypted locally in your web browser. For PDF documents, the encrypted file data is downloaded directly into the browser and decrypted in real-time, locally in your web browser. For Microsoft Office document formats the encrypted file data is downloaded directly into the browser and decrypted in real-time, then re-encrypted and streamed through an automated Sync helper server to generate an SVG preview. Sync does not store this data.

Streaming video, from the web panel

The Sync.com web panel supports video streaming via a built-in video player or your web browser player, which makes it easy to view videos without downloading them first.

To play a video:

1. Sign in to the web panel.
2. Click the (ellipsis) icon beside the video you would like to stream.
3. Click Open file.

The video will open in the browser-based player if the file type is supported. If a video cannot be streamed you can download it and open it in an external application for viewing.

What file types can be played?

Browser-based streaming utilizes the HTML5 video specification, which means the following formats can be played:

• MP4 (H.264 + AAC or MP3)

Note: Sync does not transcode or re-encode your videos. Videos play at maximum resolution and bitrate.

File version history

Sync keeps a copy of all changes made to your files in Sync, allowing you to recover older versions of files, restore deleted files, or roll back your entire account to a snapshot of a previous date.

To preview and recover older versions of your files:

1. Sign in to the web panel.
2. Click the (ellipsis) icon beside the file you would like to see version history.
3. Select Version history.
4. Click the file name of any previous version to download or preview it.
5. Click Restore to restore a previous version.

The recovered version will become current and automatically sync.

Does version history count against my storage quota?

No, version history does not use your storage quota. Yay!

Can I recover multiple files, all at once?

You can restore previous versions of individual files from the web panel. Our customer service team may be able to help you roll back and restore multiple files or folders simultaneously. Contact us.

Restore deleted files or folders

Sync keeps a copy of all deleted files, allowing you to restore deleted files and folders easily.

To restore deleted files or folders:

1. Sign in to the web panel.
2. Navigate to the location of the deleted files and click Show deleted files from the file menu. For example, if you were missing a file in a particular folder, you would navigate to the folder first.
3. Click the (ellipsis) icon beside the deleted file or folder.
4. Select Restore.
5. Click Restore to confirm.
6. Click Hide deleted files to show active files – the file or folder you restored should now be an active file, and will automatically sync.

To restore multiple files or folders all at once:

Follow the steps as outlined above, however on step three check multiple deleted files or folders, or click the down arrow to select all.

Do deleted files count against my storage quota?

No, deleted files do not use your storage quota. Yay!

Can I restore many files and folders spanning multiple locations, all at once?

You can restore multiple deleted files and folders from the web panel. Our customer service team may be able to help you roll back and restore large-scale deletes or complex folder structures. Contact us.

What if I don’t see my deleted files?

• The file or folder may be purged.
• The file or folder may be part of a shared folder that you are no longer part of. Try rejoining the shared folder.
• The file may have been in a folder that was renamed. Try restoring the old folder name.
• The file may not have been uploaded to Sync. Verify with events.

The post What is the Sync.com web panel? first appeared on Sync.com - Help Desk.

How to upload a profile picture

1. Sign in to the web panel.
2. Click on your email address in the top right corner. This will open a dropdown menu. Click Settings to go into your account settings.
3. On the Account tab and in the Display Avatar line, you’ll see the default avatar is your first initial in a grey circle. Click Edit.
4. You’ll be prompted to upload an image from your device. Click Browse to open your device files.
5. Once an image is selected and uploaded, click Save.
6. You’ll see the profile picture change in the settings.
7. You can revert back to the default avatar at any time by clicking Edit again and then Reset to Default.

Note: square and centered images are best to avoid parts of the picture being cut off in the circle.

The post How to add a profile picture to your Sync account first appeared on Sync.com - Help Desk.