Requesting Customer to Upload Files to A3 Platform

In this tutorial, we will walk you through sharing and uploading files. In order to complete this tutorial, you must have A3 Platform installed on your computer. The following project and users will be used throughout this tutorial.

1. Project: Sample Project
2. Users:
   1. Peter (Project Manager)
   2. John (Programmer)

If you already have a running installation of A3 Platform, you may use your own project and users for this tutorial. Otherwise, please read the tutorial Download and Installation of A3 Platform to learn how to install A3 Platform and set up users and projects needed.

File Sharing

In this section, we will upload a file to A3 Platform and share it with the customer.

1. Login as Peter.
   
2. Open the Files page where you can upload, share and manage files in A3 Platform.
   
3. Let's create a folder. Click on the root folder Sample Project File System in the list on the left hand side.
   
4. Click on New Folder.
   
5. When prompted, enter the name of the folder and click OK: Give Customer
   
6. Click on the link Attach a file.
   
7. Click on the Browse button and select a file in your system to upload to A3 Platform. The file will be listed in the page after uploading.
   
8. Let's grant the customer permission to download the file. Select the uploaded file.
   
9. Click Share.
   
10. In the Share window, you may set the from date, which is the date when the sharing begins, and the to date, which is the date when the sharing stops. To avoid the file being downloaded by any anonymous user, you may set a password. Click Generate Password to generate a random password.
    
11. Click OK.
12. Next to the shared file, there should be an icon. Click on it.
    
13. Click the checkbox With password to show the password.
    
14. Now, you can copy the hyperlink and send it to the customer. Press Ctrl-C to perform copying. The content in the text box will be copied.
15. Open a text editor (e.g. Notepad) and paste the copied text.
16. Open another Web browser. Let yourself be the customer.
17. Visit the URL copied. You will be asked for password. Enter the copied password and click Login.
    
18. The shared file is listed in the page. Click on its name to download it. If there are multiple files for the customer to download, click on Download multiple items to proceed with downloading.
    
19. Save and open the file.
    

File Uploading

1. Close this Web browser and go back to the one with Peter logged in.
2. Let's create a folder for the customer to upload to. Click on the root folder Sample Project File System in the list on the left hand side.
   
3. Click on New Folder. Name the folder Customer Upload.
   
4. Select the root folder again.
5. On the right hand side, the folders under the root folder are listed. We want to allow customer upload files to the Customer Upload folder. Select it, and click Share.
   
6. In the Share window, make sure the option Allow Upload is checked (default: checked). Click Generate Password. Click OK.
   
7. Click on the icon next to the folder name. Copy the URL and password.
   
8. Open a text editor (e.g. Notepad) and paste the copied text.
9. Open another Web browser. Let yourself be the customer.
10. Visit the URL copied. You will be asked for password. Enter the copied password and click Login.
    
11. Click on the Attach a file link.
    
12. Click on the Browse button and select any file in your system to upload to A3 Platform. The uploaded file is listed in the page.
    
13. Go back to the original Web browser. Open the folder Customer Upload. The file uploaded by the customer should be listed.
    
14. To download it, just click on it.