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Navigating Folder Tree in Thru Explorer

Thru Add-In for Outlook User Guide » Using Thru Explorer » Navigating Folder Tree in Thru Explorer

The tree view can be used to navigate Thru Explorer. The tree view is displayed by default on the left hand side of the Thru Explorer window and can be toggled on or off by clicking Folders in the action bar. Display the contents of the folder by clicking on…

Accessing the Sent Thru Folder

Thru Connector for Outlook User Guide » Using Thru Explorer » Accessing the Sent Thru Folder

All Thru emails that you have sent are kept in the Sent Items folder that is native to Outlook. This will store the message that you have typed into the regular mail window. If you want to see the details of the Thru email such as which files were attached and its…

Creating a Folder

Thru Web User Guide » Tools Menu » Creating a Folder

The Add Folder button allows you add additional folders to your existing folder tree. To add a folder inside a folder: 1. Click the folder in the folder tree to select it. Click Add Folder in the User Tools bar. The Add Folder window displays. In the Name…

Accessing Thru Folder

Thru Desktop Sync User Guide » Accessing Thru Folder

To access your synchronized files, navigate to the Thru folder that is located in the Favorites section of your desktop file system. Any actions made to content within these folders will automatically be synced for anyone that shares these folders on the Thru Server.…

Sent Thru Folder Tab

Thru Add-In for Outlook User Guide » Using Thru Explorer » Thru Explorer Options » Sent Thru Folder Tab

1. Click the Sent Thru Folder tab to determine how often you want to refresh the Sent Thru folder. The default is five minutes. Note: The more frequent you set the refresh rate, the more your bandwidth will be used.

Create New Folder

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Create New Folder

To create new folders and subfolders within Thru Side Panel: Right-click within a folder and select Create New Folder. The Create New Folder window opens. Fill in the name and description of the folder you want to create and click OK.

Sent Thru Folder

Thru Add-In for IBM Notes User Guide » Thru Explorer » Access Thru Explorer Options » Sent Thru Folder

Click on the Sent Thru Folder tab to access the settings. Set the frequency of Sent Thru folder refresh. The default is 5 minutes and it can be changed to 5 min increments. Note: faster updates consume more bandwidth

File and Folder Actions

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions

This section explains multiple actions you can perform within the Your Files tab of Thru Side Panel. Download Files/Folders Upload Files/Folders Send Files/Folders Move Files/Folders Create New Folder Rename Files/Folders View Properties and Transactions Refresh…

File and Folder Details Tabs

Thru Web User Guide » File and Folder Details Tabs

File and Folder Details Tabs provide additional information and functionality for a selected folder or file. The location of these tabs varies due to the responsive user interface. On larger screens or when the folder tree is minimized, the details tabs are found…

Notifications – View & Modify Folder Notifications

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » Notifications – View & Modify Folder Notifications

This section explains how to use the Notifications feature. Notifications allows users to receive email notifications for multiple types of transactions that take place within a selected folder. This feature is ideal to use when a folder is being shared among…

Viewing File and Folder Properties

Thru Add-In for IBM Notes User Guide » Thru Explorer » Viewing File and Folder Properties

To view file and folder properties, right-click on a file or folder and click on the Properties selection at the bottom of the dropdown menu. Here users can add descriptions to files and folders and see access permissions. File Properties: Folder…

Editing File and Folder Properties

Thru Connector for Outlook User Guide » Using Thru Explorer » Editing File and Folder Properties

To view the properties of the File or Folder: 1. Right-click the file and then select Properties. The Properties window displays. 2. To edit general properties: a. Edit any of the following information: Name of the file. Description (this is optional and it…

Navigating Files and Folders in Thru Explorer

Thru Add-In for IBM Notes User Guide » Thru Explorer » Navigating Files and Folders in Thru Explorer

The tree view can be used to navigate the Thru Explorer. The tree view is displayed by default on the left hand side of Thru Explorer window and can be toggled on or off by a click on the Folders icon in the action bar. To display the contents of the folder in the…

Navigating Files and Folders – Thru for Android

Thru Mobile Apps » Using Thru for Android » Navigating Files and Folders – Thru for Android

To navigate files and folders within Thru for Android: Touch folders and subfolders to open them and view contents. The folder path will be listed above the folder tree as you navigate through the file system. To go back to a previous folder you can do any…

Navigating Files and Folders – Thru for iOS

Thru Mobile Apps » Using Thru for iPhone and iPad » Navigating Files and Folders – Thru for iOS

To navigate through your files and folders: Touch folders and subfolders to open them and view their contents. To go back to the previous folder, touch the up arrow in the top left corner. To browse the entire folder path for a specific location, touch…

3 – Viewing Audit Activity

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity

The Thru Audit-Activity Log provides you with an overview of all of the actions on Thru Emails that have taken place. It is also a good for viewing which customers have downloaded documents without having to go one by one through each contact’s Salesforce Activity…

Installing the Thru Add-In (Connector) for Outlook.

Thru Add-In for Outlook User Guide » Installing the Thru Add-In (Connector) for Outlook.

Follow the instructions below to install the Thru Add-In (Connector) for Outlook. Locate and run the setup.exe file. *The setup.exe file is the ThruOutlook file you downloaded from Thru’s website. If you have not yet downloaded the Thru Add-In for Outook file,…

Delete Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Delete Files/Folders

To delete files/folders from Thru Side Panel: Right-click a file/folder and click Delete. Warning: All files/folders deleted from within folders in Thru Side Panel will be permanently deleted from the Thru server. You will be asked if you want to permanently delete…

Changing the Expiration Date

Thru Connector for Outlook User Guide » Using Thru Explorer » Accessing the Sent Thru Folder » Changing the Expiration Date

You can change the expiration date of a Thru email from the Sent Thru folder. Select the Thru email you wish to edit, and then click Modify. The Edit Thru message window opens. Click on the arrow to the right of the date and select the new date on which you…

Upgrading the Software

Thru Add-In for IBM Notes User Guide » Introduction » Upgrading the Software

Users are able to upgrade their installation of the Thru Add-In when a newer version is released or to repair the existing installation if problems occur with the current application. This can be accomplished either by manually running the Thru Add-In Setup file…

Installing the Software

Thru Add-In for IBM Notes User Guide » Introduction » Installing the Software

This section describes the steps required to install the Thru Add-In for IBM Notes desktop application. Follow these procedures for initial setup. Begin by launching the Thru Connector Setup file. The following Welcome Screen is displayed below. The Installer…

Uninstalling the Software

Thru Add-In for IBM Notes User Guide » Introduction » Uninstalling the Software

Removal of the Thru Add-In for IBM Notes can be accomplished via Windows Control Panel or by downloading the Thru Add-In for IBM Notes again. If you attempt to execute the installer on an already existing installation, the setup will automatically detect the prior…

3.1 – Accessing the Audit Activity Log

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.1 – Accessing the Audit Activity Log

Select from the following Salesforce menus to access the Audit Activity Log: 1. Accounts 2. Contacts 3. Cases 4. Leads 5. Opportunities 6. Select an Account, Contact, Case, Lead, or Opportunity 7. Click Thru Audit.

3.2 – Operations in the Audit-Activity Log

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.2 – Operations in the Audit-Activity Log

The Operation heading tells what kind of operation was performed and the associated time. All of these operations can be found both in the Activity History and in the Audit-Activity Log. Four common Operations are defined below: Secure Message: a Thru Email has…

3.3 – Searching the Audit Activity Log

Thru Add-In for Salesforce User Guide » 3 – Viewing Audit Activity » 3.3 – Searching the Audit Activity Log

To search using the Audit-Activity Log for any of the six ways, you simply enter your search terms in the correct field and click Go. The following explains each in depth. Thru Tracking Number A Thru Tracking Number is associated with every Thru Email that you send.…

Getting Started with the Thru Web Portal

Thru Web User Guide » Getting Started with the Thru Web Portal

Welcome to Thru. This chapter includes some of the basics for using Thru Web. Take a quick look at our video showcasing all the possibilities with Thru. Logging In Recovering Credentials Select Language

Publishing a file via the Thru Web Portal

Thru Web User Guide » File and Folder Details Tabs » View Summary of Content » Publishing a file via the Thru Web Portal

To make a file available for download via Publishing (creating a link to the file) you must be a user in the Publishing Users group. Once you have submitted your file for publishing, a user belonging to the Publishing Administrators group will need to published a…

Tools Menu

Thru Web User Guide » Tools Menu

The Tools Menu lets you manage files and folders when navigating through the folder system. When navigating anywhere in the folder tree, the toolbar shown below is always located above the files and folders panel. This section will explain how to use each of these…

Getting Started with Thru iOS Mobile App

Thru Mobile Apps » Using Thru for iPhone and iPad » Getting Started with Thru iOS Mobile App

This section will show you how to get started with the Thru iOS mobile app: Logging In After opening the application, touch Sign In to go to the Sign In page. Type in the name of your Thru server URL (companyname.thruinc.net), and your registered…

Using Thru for Android

Thru Mobile Apps » Using Thru for Android

Welcome to the Thru for Android user guide. This guide will show you how to use various features within Thru’s Android mobile app such as sending files, navigating the folder tree, and more. To download the latest version of Thru’s Android mobile app, go to the…

Using Thru for iPhone and iPad

Thru Mobile Apps » Using Thru for iPhone and iPad

Welcome to the Thru for iPhone and iPad user guide. This guide describes how to use Thru’s iOS application for the iPhone and iPad. To download the latest Thru iOS app, go to the Apple App Store. Getting Started with Thru’s iOS app Navigating the Folder…

Folders – Access & Navigate Files and Folders

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » Folders – Access & Navigate Files and Folders

To access and navigate your files and folders in Thru, use the folder tree to the left of the screen to browse your folder hierarchy and use the dashboard on the right to view the contents of folders. Navigating the Folder Tree The folder tree in Thru Web is…

Uploading/Downloading Files and Folders

Thru Connector for Outlook User Guide » Using Thru Explorer » Uploading/Downloading Files and Folders

Uploading Files/Folders To upload files/folders to Thru Explorer: 1. Navigate to the folder to which you wish to upload by either using the tree view on the left, or by using the file view to the right. 2. Drag and drop the file into the file view of Thru…

Getting Started with Thru Android Mobile App

Thru Mobile Apps » Using Thru for Android » Getting Started with Thru Android Mobile App

This section will show you how to get started with the Thru for Android mobile app. Logging In To log in to Thru for Android: Open the application and touch Sign In to go to the Sign In page. Type in the name of your Thru server URL…

Move Files/Folders in Side Panel

Thru Add-In for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Move Files/Folders in Side Panel

To move files/folders to a different folder within Thru Side Panel: Right-click a file/folder and click Move to Folder. The Move Folders and Files window opens. Navigate the folder tree and select the new location you want to move files/folders to. After…

Using “Your Files” Tab

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab

The second tab within Thru Side Panel, Your Files, is where you can access and manage all files you have stored in Thru. Navigate within your file system by double-clicking on folders and by using the folder path located above the folder tree. Right-click on any…

Favorites – Viewing Favorited Files & Folders

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » Favorites – Viewing Favorited Files & Folders

The Favorites folder stores your files and folders that you have added to your favorites for easy retrieval. Files and folders are added to this section from the folder tree or from the Clipboard section. Files and folders in this section may be downloaded, added to…

Uploading Files/Folders

Thru Add-In for IBM Notes User Guide » Thru Explorer » Uploading Files/Folders

There are two ways to upload files/folders to Thru Explorer: 1. Drag and Drop OR 2. Menu Selection. Prior to upload, a user should navigate to the target folder using the tree view in the left panel or using the file view in the right panel.

Dashboard and Navigation Menu

Thru Web User Guide » Dashboard and Navigation Menu

This section will explain all of the features of the Thru Dashboard and Navigation Menu. Once the user is logged in to the Thru Web, the follow dashboard will appear as shown below. The main home page displays all information about the user’s web portal such as…

Using Thru Explorer

Thru Add-In for Outlook User Guide » Using Thru Explorer

This section of the Thru Add-In for Outlook User Guide will show you how to use the Thru Explorer desktop application. Thru Explorer lets you access, send, and manage your files and folders stored in Thru without using a web browser. To locate and open Thru Explorer,…

View and Modify Access to Content

Thru Web User Guide » File and Folder Details Tabs » View and Modify Access to Content

The Access tab displays who has access to the folder and what functions they can perform. The Access tab does not appear when viewing files, only folders. Only users with Manage rights can click Modify to edit the access settings. Note : Access rights also apply…

Downloading Files

Thru Web User Guide » Tools Menu » Downloading Files

The Download button allows you to download files and folders that are already uploaded to your Thru server. Use the Folder Tree on the left to navigate to the files or folders you want to download. You cannot access disabled folders; they are grayed-out to…

Adding Tags to Files and Folders

Thru Web User Guide » File and Folder Details Tabs » Adding Tags to Files and Folders

Tags allow you to associate keywords to a folder or file. These words are then used in Search and Advanced Search functions. To add a word(s) to a folder or file: 1. Select the folder or file from the list and then select the Tags tab. 2. Click Modify. 3. Type…

Download Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Download Files/Folders

To download files/folders from your Thru folders, there are three options: 1. Open: Double-clicking individual files from Thru Side Panel will automatically download and open files in the appropriate application on your desktop. Another way to download and open files…

Move or Copy Files/Folders in Thru Web

Thru Web User Guide » Tools Menu » Move or Copy Files/Folders in Thru Web

To move or copy files or folders within Thru Web, use the Clipboard tool. To move or copy a file or folder: 1. Navigate to the folder where the file or folder that you want to move or copy is located. 2. Select the checkbox next to the files and/or…

3.1.2 – Basic Detail

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.1 – Accessing the Audit Activity Log » 3.1.2 – Basic Detail

Basic Detail displays the attachments as the user creates them. For example, if a folder is attached, the folder will be all that is displayed.

Moving Files/Folders in Thru Explorer

Thru Add-In for Outlook User Guide » Using Thru Explorer » Moving Files/Folders in Thru Explorer

You can move files to a different folder within Thru Explorer. Thru Explorer does not support copy and paste functions. 1. Select the file or folder you want to move, and then click Move to Folder. Optionally, you can go to Edit > Move to Folder. 2 The Move…

Moving Files/Folders – Thru Explorer

Thru Add-In for IBM Notes User Guide » Thru Explorer » Moving Files/Folders – Thru Explorer

Files and folders can be moved to destination folders on Thru site within the Thru Explorer. Thru Explorer does not implement Copy and Paste functions: Move to Folder operation should be used. Move to Folder menu is available in three ways: in Thru Explorer toolbar,…

Drag and Drop

Thru Add-In for IBM Notes User Guide » Thru Explorer » Uploading Files/Folders » Drag and Drop

To upload the files or folders to Thru Explorer, drag and drop the file or folder into the right panel or on top of folder name in the left panel. Transfer Manager will start and upload the file.

3.1.3 – Full Detail

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.1 – Accessing the Audit Activity Log » 3.1.3 – Full Detail

Full Detail expands all items, instead of simply listing the items as the user created them. In the example above, the detail only shows the folder that is attached. In below image of this layout, you will see the names of all the files that are in the folder, as well…

Download via toolbar menu

Thru Add-In for IBM Notes User Guide » Thru Explorer » Downloading Files or Folders » Download via toolbar menu

Select the file to download and click Download button on Thru Explorer toolbar. Browse dialog box appears to select target folder location. Select the target folder and click OK to start download. Transfer Manager will open and download the file or folder to the…

Opening Files in Thru Explorer

Thru Add-In for IBM Notes User Guide » Thru Explorer » Opening Files in Thru Explorer

Select a file and choose Open in the right-click menu. File will be downloaded to Downloads folder of the current user and opened by the associated software:

View Properties and Transactions

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » View Properties and Transactions

To view the properties and transaction details of files/folders: Right-click the file/folder and click either Properties or Transactions. A window opens that has two tabs for properties (General) and transaction details (Transaction log). Properties The General tab…

Add Files/Folders To Favorites

Thru Web User Guide » Tools Menu » Add Files/Folders To Favorites

The Favorites folder stores files and folders that are used often for easy retrieval. Files and folders are added to this section by selecting the check box next to files/folders and then clicking Add to Favorites from the Tools Menu. To remove a file or folder…

Add Thumbnails to Files

Thru Web User Guide » File and Folder Details Tabs » Add Thumbnails to Files

Thumbnail view is available from the View options when listing files. Thumbnails are reference graphics which are created automatically for many graphic files. If the file is not one of the supported image formats, you can upload a custom image to be the image…

Add to Notifications

Thru Web User Guide » Tools Menu » Add to Notifications

Setting notifications are only for folders, not files. Any folder can be checked and added to the Notifications sections of Thru Web. The Notifications section is found on the main dashboard menu located at the top of the web portal. When a folder is selected to…

Rename Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Rename Files/Folders

To rename files/folders in Thru Side Panel: Right-click a file/folder and click Rename. Type in the new name and then press Enter.

Thru Explorer Options

Thru Add-In for Outlook User Guide » Using Thru Explorer » Thru Explorer Options

To access Thru Explorer Options: Select Tools > Options. From here, you can modify the following Settings: Connecting to Thru Server Sent Thru Folder Proxy Settings

View Sync Warnings

Thru Desktop Sync User Guide » View Sync Status and Synchronization Changes » View Sync Warnings

The Warnings view contains the list of items for which a user’s changes were not applied due to any reason. The cases can be the following: A conflict occurred User deleted a folder which contains a sub-folder which is not synced Note: Contact your Thru…

View Sync Errors

Thru Desktop Sync User Guide » View Sync Status and Synchronization Changes » View Sync Errors

The Errors section displays any issues preventing files/folders from being synchronized with the Thru server. The following reasons can prevent syncing: File is locked locally by some application. User cannot create items in current folder (not enough permission or…

Removing Recipients from a Sent Thru Email

Thru Connector for Outlook User Guide » Using Thru Explorer » Accessing the Sent Thru Folder » Removing Recipients from a Sent Thru Email

One can also remove the recipient to a Thru email after delivery. If you remove a recipient from the Thru email, however, they will be prohibited from downloading any further. If they have already downloaded their files they just will not be able to download them…

Locate Outlook Email Attachments Sent With Thru

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » Locate Outlook Email Attachments Sent With Thru

Whenever you send file attachments via the Thru Plugin for Outlook, the file attachments are automatically stored in your Outbox folder and are organized by the date they were sent. Your Outbox folder can be located directly from the side panel of the Outlook Plugin.…

Download via Right-click Menu

Thru Add-In for IBM Notes User Guide » Thru Explorer » Downloading Files or Folders » Download via Right-click Menu

To download files or folders by the right-click menu, right-click the selected files or folders to display the dropdown menu. Click Save to save to the Downloads folder for the current user, or click Save As to display target folder selection dialog. If a user…

Upload via Right-click Menu

Thru Add-In for IBM Notes User Guide » Thru Explorer » Uploading Files/Folders » Upload via Right-click Menu

Once a file or a folder is selected, click the Open button to start the upload. This will start the Transfer Manager and perform the upload as shown below:

Filter Results

Thru Desktop Sync User Guide » View Sync Status and Synchronization Changes » View Synchronized Changes » Filter Results

To filter your synchronized changes, use the filter tools at the top of the window to search for sync results based on user, date, file or folder name, and operation performed.

Alerts

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » Alerts

This folder will show any alerts that the Retention system has generated. You may also receive email reminders stating that you have alerts that need your attention. Click on the Alerts option to view the alerts.

Choose Folders to Sync to Your Desktop

Thru Desktop Sync User Guide » Choose Folders to Sync to Your Desktop

After installing Thru Sync to your desktop, you will be prompted to setup your Thru account. Enter your Thru Server URL, Username and Password. After successfully logging in, you will be able to choose Thru folders from your account to sync with your computer.…

Upload Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Upload Files/Folders

To add Outlook emails, files or folders to Thru Side Panel, there are multiple options: Drag and Drop To drag and drop Outlook emails, files or folders to your Thru file system using Thru Side Panel: Select the files, folders or emails you want to upload to Thru…

Transaction Log – Audit

Thru Add-In for IBM Notes User Guide » Thru Explorer » Transaction Log – Audit

User can view transaction log of any file and folder where he has access by using Right-click – Transactions menu as shown below. Transaction log displays user account, operation, timestamp and IP address of the client that performed the…

Download / Upload

Thru Add-In for IBM Notes User Guide » Thru Explorer » Access Thru Explorer Options » Download / Upload

Click on the Download tab to access the settings. Behavior When Files Already Exist in the target location while uploading or downloading: Select the action of the Thru Add-In if the file with the same name exists in the target folder. Example: If a file named Car…

Sending Files – Thru Web

Thru Web User Guide » Tools Menu » Sending Files – Thru Web

The Send button allows you to send files and folders located in the file system to recipients. To send a file or folder, check the boxes next to the files or folders you wish to send, and click the Send button. Once you click on the Send button, the email form…

Navigation Menu

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu

The Navigation Menu contains different options that help you manage your file and folder system as well as contacts. This section will explain how to use each category: Folders New Emails Sent…

Java Upload

Thru Web User Guide » Tools Menu » Uploading Files » Java Upload

To upload files or folders to a selected folder, click the Upload button found on the User Tools bar. In this view you can either drag and drop files and folders or click on the Add button to browse for the files or folders Once the files are queued, click the…

View Summary of Content

Thru Web User Guide » File and Folder Details Tabs » View Summary of Content

The Summary tab allows you to view and edit the item’s name and description. It also displays the name of the User who originally uploaded the item and who last modified the file along with the modification date. The Inquire link opens a new email composition…

View Activity Stream

Thru Web User Guide » File and Folder Details Tabs » View Activity Stream

This tab allows you to view all transactions for a file or folder. The list displays the user name, email address, transaction type, date/time, and IP address of who performed the action. To save a copy of the Activity Stream, click Export to save the records in an…

Access Thru Explorer Options

Thru Add-In for IBM Notes User Guide » Thru Explorer » Access Thru Explorer Options

If Thru Explorer has been opened for the first time or in case connection settings were not set in the Thru Add-In, prior to the launch of Thru Explorer, the following Preferences dialog box will be displayed. Preferences are also available via menu…

Contacts – Create & Manage

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » Contacts – Create & Manage

You can store contacts in Thru to make it easier and faster to send new Thru emails. This is an address book of email addresses and email lists which can be used when emails are sent via Thru web portal only. Each Thru user has own set of Contacts and Contact lists.…

Clipboard

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » Clipboard

The clipboard is the temporary holder for files that you are in process of moving within the Thru file system. Files and folders in this section have the options of being Downloaded, Added to Favorites and Notifications, sent in an email. To remove files and…

View Retention Policies

Thru Web User Guide » File and Folder Details Tabs » View Retention Policies

Retention shows you the deletion policies that are set on the folder or file. The Retention Administrator sets policies that govern how long a file can be saved in the Thru system. Retention policies can be set to delete files after a period of inactivity, a fixed…

Viewing and Modifying Sent Messages

Thru Web User Guide » Tools Menu » Sending Files – Thru Web » Viewing and Modifying Sent Messages

To view or modify Thru messages that you have already sent with the Thru web application, go to Sent Emails from the top menu. Sent Emails contains all Thru emails that are sent using Thru Web, Thru Add-Ins, or any application that uses the Thru file transfer system.…

Sent Emails – Viewing & Modifying Sent Messages

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » Sent Emails – Viewing & Modifying Sent Messages

To view or modify Thru messages that you have already sent with the Thru web application, go to Sent Emails from the top menu. Sent Emails contains all Thru emails that are sent using Thru Web, Thru Add-Ins, or any application that uses the Thru file transfer system.…

Opening Files – Thru for iOS

Thru Mobile Apps » Using Thru for iPhone and iPad » Opening Files – Thru for iOS

To open your files within the Thru iOS application: Navigate to the folder and touch the file that you want to open. The file opens within the Thru mobile application. Opening a File in a Third Party Application To open files within a third party…

Message Policies Tab

Thru Add-In for IBM Notes User Guide » Thru Preferences » Message Policies Tab

This tab allows selection of a folder to upload local files and folders attached to Thru emails, and to Auto Bcc setting. To automatically send yourself or other recipient a Bcc copy of all outgoing Thru emails, insert the email address into Auto BCC Addresses. This…

View and Manage File Versions

Thru Web User Guide » Tools Menu » View and Manage File Versions

When you overwrite a file within a Thru folder, Thru records a timeline of all previous versions of the file within the “Versions” tab. The timeline records who created a version, what time it was made, the size of the file, and the file’s owner. The…

Creating Versions

Thru Web User Guide » Tools Menu » View and Manage File Versions » Creating Versions

← View and Manage File Versions To create versions for files within Thru: Upload a file to a folder and choose to “overwrite” an existing file that has the same file extension. *To have the option to overwrite the file, the name of the file being…

1.1.3 – Add Attachment

Thru Connector for Salesforce User Guide » 1 – Getting Started with Thru Connector for Salesforce » 1.1 – Creating a Thru Email » 1.1.3 – Add Attachment

Click Add Attachments to select which files you would like to send to the recipients. An Add Attachments window will appear. Files and Folders stored in Salesforce or in the Thru Server can be attached using this dialog box. Files or folders located on your C: drive…

Downloading From A Link That Requires Login

Thru Web User Guide » Tools Menu » Downloading Files » Downloading From A Link That Requires Login

This section goes over how to access files that were sent to you and require you to login. After clicking the download link, you will be taken to the Secure Message Login page Asking you to register a new user account or to log in with a previously registered user…

Search Bar

Thru Web User Guide » Dashboard and Navigation Menu » Search Bar

The Search Bar allows users to quickly locate file(s) and folder(s) within Thru Web. 1. Type your search parameters. 2. Click Search. Perform searches of the files that you have within your Thru server. You can also use Wild Card searches within this…

Requesting Login (Registered Deliveries)

Thru Add-In for Outlook User Guide » Sending Files and Folders – Thru Add-In for Outlook » Requesting Login (Registered Deliveries)

Before sending a Thru message, you have the option of using the Request Login feature that requires recipients to register before they are allowed to download the file or folder you have sent them. With this feature enabled, the recipient cannot download any contents…

Setting Thru Preferences

Thru Connector for Outlook User Guide » Setting Thru Preferences

You can access Thru Preferences in Outlook’s menu by selecting File > Thru Settings Connection Connection allows you to set the Thru Server URL. Enter the following information: Your company’s Thru URL: (i.e. https://companyname.thruinc.net) Your username:…

Getting Started with Thru EFSS

Getting Started with Thru EFSS

Thru is a secure file sharing and collaboration platform designed specifically for businesses. It allows business users to easily share large files and collaborate securely with internal employees as well as your customers and partners. With Thru, you can access,…

Searching for Files and Folders

Thru Add-In for IBM Notes User Guide » Thru Explorer » Searching for Files and Folders

Search Field Thru Explorer search field implements search function for the files and folders in Thru site. Type in search term in the Search field, and then press Enter key or click on the magnifying glass button to start search. Search field allows use of…

Uploading Files Using Thru Dropbox™

Thru Web User Guide » Using Thru Dropbox™ » Uploading Files Using Thru Dropbox™

A Thru Dropbox is assigned to each Thru user account that has been enabled with a HOME folder. Follow these instructions to use Thru Dropbox™. Type the Thru user’s email address in the To: field. This is the email address of the person that has a user…

Sending Files and Folders – Thru for Android

Thru Mobile Apps » Using Thru for Android » Sending Files and Folders – Thru for Android

To send files and folders with Thru for Android: Navigate to the file or folder you want to send and touch the checkbox to its left. After the box is checked, touch the mail icon on the bottom of the screen. After you touch the mail button, you are taken to the…

Create and Save Office Files to Thru

Thru Add-In for Office 365 User Guide » Create and Save Office Files to Thru

This section of the Thru Add-In for Office 365 guide will show you how to create new Office files (from Word, Excel or PowerPoint) and save them to your Thru site. Follow the steps below to get started: First, open up the Office app that you would like to use (Word,…

Add Thru Dropbox™ Link to Email Signature

Thru Add-In for Outlook User Guide » Sending Files and Folders – Thru Add-In for Outlook » Add Thru Dropbox™ Link to Email Signature

Any Thru user with a Home folder can create a Thru Dropbox™ link to include in an Outlook email signature. This link allows non-Thru users to securely send large files and sensitive information directly to a user’s Thru Dropbox. All of this mail goes directly…

Sending Files and Folders – Thru for iOS

Thru Mobile Apps » Using Thru for iPhone and iPad » Sending Files and Folders – Thru for iOS

To send files and folders within the Thru iOS application: Navigate to the file or folder you want to send and touch the checkbox to its left. After the box is checked, touch the mail icon on the bottom left of the screen to begin creating your Thru…

1.1 – Sending Files and Folders – Thru Add-In for Salesforce

Thru Add-In for Salesforce User Guide » 1 – Getting Started » 1.1 – Sending Files and Folders – Thru Add-In for Salesforce

Thru Email can be accessed from the following Salesforce menus: Accounts Contacts Cases Leads Opportunities To create a new Thru Email: 1. Select a Thru-enabled Salesforce menu. 2. Select an individual Contact, Case, Lead, or Opportunity to…

Browser Upload

Thru Web User Guide » Tools Menu » Uploading Files » Browser Upload

Selecting Browser Upload displays the window shown below when using a browser that supports HTML5. 1. Click Select files and a dialogue box will open for you to navigate to the file you wish to upload. 2. Click Open to select the file and it will appear it the…

2 – Viewing Activity History

Thru Connector for Salesforce User Guide » 2 – Viewing Activity History

In Salesforce, all of your Thru Emails will automatically be recorded in the database. This chapter will explain how you can track a Thru Email’s activity in the Activity History. To view activity history: Select one of the following…

Installing

Thru Desktop Sync User Guide » Installing

Follow the instructions below to install Thru Desktop Sync. 1. Locate and run the setup.exe file. The Thru Sync Setup window opens. Click Next to begin the installation steps. 2. The Thru installer will verify that your system can run Thru Sync and that you have…

Sending Files and Folders – Thru Add-In for Outlook

Thru Add-In for Outlook User Guide » Sending Files and Folders – Thru Add-In for Outlook

Follow the instructions below to send a Thru email using the Thru Add-In for Microsoft Outlook. 1. Click New Email in the Outlook toolbar. A new message window opens. 2. Click Send with Thru under the Outlook Message tab or under the Thru tab. 3. Click Attach…

Publishing a File

Thru Add-In for Outlook User Guide » Using Thru Explorer » Publishing a File

To make a file available for download via Publishing (creating a link to the file) you must be a user in the Publishing Users group. Once you have submitted your file for publishing, a user belonging to the Publishing Administrators group will need to publish a file.…

Thru Explorer

Thru Add-In for IBM Notes User Guide » Thru Explorer

Thru Explorer can be launched using the shortcut on the desktop or at the start menu or by search in the Start menu of Windows desktop.

Open Thru Side Panel

Thru Connector for Outlook User Guide » Using Thru Side Panel » Open Thru Side Panel

To open Thru Side Panel: Navigate to the Thru section of the Outlook toolbar and click View Side Panel. The side panel automatically displays on the right side of the Outlook window.

Setting Expiration Dates

Thru Add-In for Outlook User Guide » Sending Files and Folders » Setting Expiration Dates

To prevent recipients from downloading files or folders indefinitely, follow the instructions below to define expiration dates for files sent with the Thru Add-In for Outlook: 1. Click Expiration Date on the toolbar. The Select Date window opens. 2. Select the…

View Attachment Details

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Sent Items” Tab » Edit Sent Items » View Attachment Details

To view the attachment details of a Thru message, right-click any attachment from the Edit Thru message window and click Show Attachment Details. The Attachment Details window opens. From here, you can view the file name, location, full path on the Thru Server, and…

Viewing Activity Stream of Versions

Thru Web User Guide » Tools Menu » View and Manage File Versions » Viewing Activity Stream of Versions

← Restoring Versions To view the Activity Stream of a file’s versions: Select a file and go to Versions. Click on Activity Stream next to each version to view the transaction history of that particular version. The Activity Stream lists the name of…

Android Options Menu

Thru Mobile Apps » Using Thru for Android » Android Options Menu

By swiping from the left, the Options menu appears Giving you access to Folders, Favorites, Sent Emails and Transfers Also Settings and the ability to Logout

1.1.2 – Subject

Thru Connector for Salesforce User Guide » 1 – Getting Started with Thru Connector for Salesforce » 1.1 – Creating a Thru Email » 1.1.2 – Subject

Type in the subject of the Thru message. This field will automatically be populated with the case number when you open a new Thru Email through a case.

3.1.1 – Summary Layout

Thru Connector for Salesforce User Guide » 3 – Viewing Audit Activity » 3.1 – Accessing the Audit Activity Log » 3.1.1 – Summary Layout

This layout simply shows the Time, Operation, and basic information. This does not display attachment or message information other than the subject of the Thru Email.

Sending Files – Thru Add-In for SharePoint

Thru Add-In for SharePoint User Guide » Sending and Tracking Files via Thru Add-In for SharePoint » Sending Files – Thru Add-In for SharePoint

To begin sending files with the Thru Add-In, first select the specific SharePoint document(s) you wish to send by clicking on the check. To do this from the Home tab, first go to the Document Center. Select Documents and find the document(s) that you wish to send.…

View Synchronized Changes

Thru Desktop Sync User Guide » View Sync Status and Synchronization Changes » View Synchronized Changes

To view the list of synchronized changes, click the View full list button on the bottom right corner of the dashboard. A window will open showing all synchronized changes to content like deletions, additions, renames, etc.

Immediately Expire Attached Files

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Sent Items” Tab » Edit Sent Items » Immediately Expire Attached Files

To immediately expire sent files from being downloaded by recipients, you have two options. The first option is to click the Now button within Edit Thru message. After expiring files, click Save Thru and Close at the top of the window. The other option is to…

Proxy Settings

Thru Add-In for IBM Notes User Guide » Thru Explorer » Access Thru Explorer Options » Proxy Settings

Click on the Proxy Settings tab to access these options. Settings here are exactly the same as in the Thru Add-In Click OK to save the settings that you have edited.

1.1.4 – Require Recipient Login

Thru Connector for Salesforce User Guide » 1 – Getting Started with Thru Connector for Salesforce » 1.1 – Creating a Thru Email » 1.1.4 – Require Recipient Login

Add an extra layer of security to the Thru Email and its attachments by adding the requirement to log in with a password for the recipient to access the attachments. With this feature enabled, the recipient cannot download the file until they register by verifying…

Select Language

Thru Web User Guide » Getting Started with the Thru Web Application » Select Language

Thru’s multilingual support feature allows users to navigate Thru Web in their preferred language. The language drop-down menu is accessed on the Thru Web user dashboard and is located by finding the green globe icon as show below. Simply click on the globe icon…

1.1.6 – Email Body

Thru Connector for Salesforce User Guide » 1 – Getting Started with Thru Connector for Salesforce » 1.1 – Creating a Thru Email » 1.1.6 – Email Body

Public Message Tab – This is the body of the email where you can enter text that will be seen by all recipients of the message with the same format and security as a regular email. Private Message Tab – If the body of your email also contains sensitive…

Thru Power Upload

Thru Web User Guide » Tools Menu » Uploading Files » Thru Power Upload

The first time you select Power Upload you must download the Thru Power Upload component. The browser section under the address bar will display a message prompting you to install the ActiveX Control. Click on the message and select Install ActiveX Control. Once…

Change Expiration Date

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using Sent Items Tab » Edit Sent Items » Change Expiration Date

All files and folders sent with Thru have a download expiration date that can be modified at any time. When sent files are expired, they are no longer able to be downloaded by recipients. To change the expiration date of files and folders: Click the drop-down arrow…

Receiving a Thru Message

Thru Connector for Outlook User Guide » Sending Thru Email » Receiving a Thru Message

When a user sends a message with Thru, the recipient of the message will receive an email notification that looks like the following image: The email notification contains custom branding and messaging that can be set by a company’s Thru Administrators. To access…

User Drop-Down Menu

Thru Web User Guide » Dashboard and Navigation Menu » User Drop-Down Menu

The user drop-down menu is located at the top right corner next to the Advanced Search button. The menu is accessed by clicking on the button that displays the user’s name. The selections found in this drop-down menu are listed below. Administration This…

Features and Functions

Thru Add-In for SharePoint User Guide » Sending and Tracking Files via Thru Add-In for SharePoint » Features and Functions

The following sections explain each of the features and functional capabilities of sending files via Thru Email. Adding Recipients A. [To]: To: This is a required field that must contain at least one email address. You can browse or search the directory to add any…

Getting Started with Thru Add-In for IBM Notes

Thru Add-In for IBM Notes User Guide » Getting Started with Thru Add-In for IBM Notes

To start Thru Add-In (Connector) for IBM Notes for the first time and create a bookmark (tab) in Notes, please start IBM Notes using the shortcut created on the desktop by the Thru Add-In installer that is marked by the icon below: Notes will start and the…

IBM Notes Add-In for Thru based on treeMailS Technology- User Guide

Thru Add-In for IBM Notes User Guide » IBM Notes Add-In for Thru based on treeMailS Technology- User Guide

This section will show you how to send files with the Thru IBM Notes Add-In for treeMailS. The add-in is a feature of the treeMailS email signature manager for IBM Notes that allows users to quickly send files of any size without blocking the email client. It is…

Selecting Thru Upload Options

Thru Web User Guide » Using Thru Dropbox™ » Selecting Thru Upload Options

Thru offers three types of upload methods: ActiveX, Java, and Browser when using Internet Explorer 11. The following table describes the different features for each method. Power Upload (ActiveX/Java) Power Upload refers to using the ActiveX upload or Java…

Connecting to Thru Server

Thru Connector for Outlook User Guide » Using Thru Explorer » Thru Explorer Options » Connecting to Thru Server

Connection allows you to set the Thru Server URL. Enter the following information: Your company’s Thru URL: (i.e. https://demo.thruinc.net) Your username: (i.e. Demo User) Your password: The password that you entered during initial account…

Considerations when downloading using Java

Thru Web User Guide » Tools Menu » Downloading Files » Considerations when downloading using Java

People that receive Thru download links requiring Java will need to install and configure Java on their computer and in their browser. The recommended location to get the Java software is Java Download. Install the 32-bit version of Java if you are using 32-bit…

Download and Install

Thru Add-In for Office 365 User Guide » Download and Install

This section of the Thru Add-In for Office 365 guide will show you how to download and install the add-in. Downloading the Add-In To download the latest version of the Thru Add-In for Office 365, go here:…

View Sync Status and Synchronization Changes

Thru Desktop Sync User Guide » View Sync Status and Synchronization Changes

To view the sync status of folders on your desktop, locate and click on the Thru icon in your desktop’s system tray.

Removing Thru Add-In for Outlook

Thru Add-In for Outlook User Guide » Installing the Thru Add-In (Connector) for Outlook. » Removing Thru Add-In for Outlook

Removing the Thru Add-In for Outlook can be performed in two ways listed below: Thru Installer – using the same Thru provided installation application for removal. Run the “setup” file again but this time choose the remove option, and follow the on-screen…

Creating and Deleting Folders

Thru Add-In for Outlook User Guide » Using Thru Explorer » Creating and Deleting Folders

This section will show you how to create and delete folders within the Thru Explorer desktop application. Watch the video below for a brief demo.

Refresh Sent Items

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Sent Items” Tab » Refresh Sent Items

To ensure that the Sent Items list has the latest updates and changes: Right-click on any message and click Refresh Sent Thru List.

Remove Attachments

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Sent Items” Tab » Edit Sent Items » Remove Attachments

To remove sent attachments, right-click on any attachment from the Edit Thru message window and click Remove. This will prevent recipients from accessing and downloading the sent attachments. After removing attachments, click Save Thru and Close at the top of the…

Connection Tab

Thru Add-In for IBM Notes User Guide » Thru Explorer » Access Thru Explorer Options » Connection Tab

This tab is used to connect the Thru Add-In for IBM Notes to a Thru server. The following information must be entered to connect to the Thru server as in the image below: URL to Thru site: For example https://demo.thruinc.net Username: Name used for account in Thru…

Download Thru Add-In for IBM Notes

Thru Add-In for IBM Notes User Guide » Download Thru Add-In for IBM Notes

To download the latest version of Thru Add-In for IBM Notes, CLICK HERE

Using “Sent Items” Tab

Thru Add-In for Outlook User Guide » Using Thru Side Panel » Using “Sent Items” Tab

After sending files or folders using the Thru Add-In for Outlook, you can view the message details within the first tab of Thru Side Panel, Sent Items. From here users can view: the email subject line, recipient email address, date and time of the transaction, and…

Deleting Files/Folders

Thru Web User Guide » Tools Menu » Deleting Files/Folders

The Delete button will let you delete files or folders. Use the checkbox to select the files and folders, and then click the Delete button. Deleted files can be restored by the administrator during a period this is typically set to 72 hours. Some sites have…

Opening Files in Third Party Apps

Thru Mobile Apps » Using Thru for Android » Opening Files in Third Party Apps

To open files stored in Thru within other apps on your Android device: Navigate to the file you want to open and touch it to select it. Once it is selected, touch the green Open In button and select the application you want to open the file with. Also in…

Download Thru Add-In for SharePoint

Thru Add-In for SharePoint User Guide » Download Thru Add-In for SharePoint

To download the latest version of Thru Add-In for Microsoft SharePoint, CLICK HERE

Search Bar

Thru Connector for Outlook User Guide » Using Thru Side Panel » Search Bar

To search for sent messages or files/folders within Thru Side Panel: Locate the search bar at the top of Thru Side Panel from either the Sent Items of Your Files tabs. Type in your search in the search bar and press Enter. Thru Side Panel will display your search…

Disconnect Sync

Thru Desktop Sync User Guide » Disconnect Sync

To disconnect Thru Sync from syncing files to your desktop, right click on the Thru system tray icon and click on Settings. The Settings window opens. Click on the dropdown arrow located in the top right corner. Select Disconnect Sync to disconnect Thru Desktop…

Proxy Settings Tab

Thru Add-In for IBM Notes User Guide » Thru Preferences » Proxy Settings Tab

Proxy settings define the proxy server and proxy authorization information used to connect to Thru site. A. Always use IE proxy settings (not configured): “Use IE settings” (default value) B. Direct connection: Direct connection mode allows communication with…

Thru Add-In for IBM Notes User Guide

Thru Add-In for IBM Notes User Guide

THIS THRU USER GUIDE DESCRIBES AND SUMMARIZES THE OPERATIONS OF THE THRU ADD-IN (CONNECTOR) FOR IBM NOTES (REFERENCED AS “THRU CONNECTOR FOR IBM NOTES” IN THE SOFTWARE AND SHORTENED AS “THRU ADD-IN” IN THIS DOCUMENT). THIS DOCUMENT HAS BEEN PREPARED SOLELY FOR…

Sending Files with Thru Add-In for IBM Notes

Thru Add-In for IBM Notes User Guide » Getting Started with Thru Add-In for IBM Notes » Sending Files with Thru Add-In for IBM Notes

Thru Add-In (Connector) for IBM Notes allows a user to create an email and attach local files/folders and files/folders stored in Thru Cloud of any size for a secure delivery. To create a new Thru email, click on Send Thru button on Thru Emails tab. On first use,…

Thru for iOS Options Menu

Thru Mobile Apps » Using Thru for iPhone and iPad » Thru for iOS Options Menu

To access the main menu of the Thru iOS application, swipe to the right of your screen. From here you can access the following: Files – Go here to access your Thru file system. Emails – This is where you access any messages that you have sent with Thru.…

New Emails

Thru Web User Guide » Dashboard and Navigation Menu » Navigation Menu » New Emails

New simplified email sending workflow is implemented, users can navigate directly to Thru web mail via New Email button, attach local files and send. See the section Sending Files for a detailed description of the functions

Forgot Password/Username

Thru Web User Guide » Getting Started » Forgot Password/Username

To retrieve your password, click Forgot Password. A new window displays to input the email address used to create your account. Click Send to receive an email with further instructions on how to reset your password. To retrieve your username, click Forgot…

Thru Add-In for SharePoint User Guide

Thru Add-In for SharePoint User Guide

THIS THRU USER GUIDE DESCRIBES AND SUMMARIZES THE OPERATIONS OF THRU CONNECTOR FOR SHAREPOINT (REFERENCED AS “THRU CONNECTOR FOR SHAREPOINT” IN THE SOFTWARE AND SHORTENED AS “THRU ADD-IN” IN THIS DOCUMENT).THIS DOCUMENT HAS BEEN PREPARED SOLELY FOR…

Checking currently installed Java version

Thru Web User Guide » Tools Menu » Downloading Files » Considerations when downloading using Java » Checking currently installed Java version

Start Java from the Control Panel in Windows Double click the Java icon Click on the select About A popup will display current Java version used to run applet. Current version as of 19th of May 2017 is Version 8 Update 131 (build…

Sending Files in Thru Explorer

Thru Add-In for Outlook User Guide » Using Thru Explorer » Sending Files in Thru Explorer

This section will show you how to send files in Thru Explorer. Watch the video below for a brief demo.

Restoring Versions

Thru Web User Guide » Tools Menu » View and Manage File Versions » Restoring Versions

← Creating Versions To replace the current version of a file with a different version: Select a file and go to Versions. If you need to view a version’s content before restoring it, click on the download button next to the version’s file name. After…

Using Action Bar Buttons

Thru Add-In for Outlook User Guide » Using Thru Explorer » Using Action Bar Buttons

In this section you can view the definition of each action bar button in the Thru Explorer desktop app. These actions are the primary operations within Thru Explorer to navigate and manage files. Included in this section is also a video that provides a brief demo of…

Desktop Access to Thru Server

Thru Desktop Sync User Guide » Desktop Access to Thru Server

To access your Thru account directly from your desktop, right click on the Thru system tray icon and click Go to Thru server. This will direct you to the Thru Web application. To learn more about using Thru Web, refer to the Thru Web User Guide

Thru Desktop Sync User Guide

Thru Desktop Sync User Guide

THIS THRU USER GUIDE DESCRIBES AND SUMMARIZES THE USE OF THRU DESKTOP SYNC. THIS DOCUMENT HAS BEEN PREPARED SOLELY FOR INFORMATIONAL PURPOSES AND IS BEING FURNISHED FOR USE BY CUSTOMERS. DISTRIBUTION OF THIS DOCUMENT IS LIMITED TO CUSTOMERS. THE THRU USER GUIDE AND…

Self-Service User Account Creation

Thru Web User Guide » Getting Started with the Thru Web Application » Self-Service User Account Creation

Before a Thru web portal is created, Thru customers can choose to enable self-service account requests to allow anyone to request an account on their portal. This feature places a “Request Account” button on the sign-in page of the Thru portal and lets designated…

Create a Link to Your Thru Dropbox™

Thru Web User Guide » Using Thru Dropbox™ » Create a Link to Your Thru Dropbox™

To securely receive large files with Thru from non-registered users, you can create a link to your Thru Dropbox™. This lets non-Thru users securely send files directly into a Thru user’s Thru Dropbox. The URL link format is:…

1.1.1 – Recipients

Thru Connector for Salesforce User Guide » 1 – Getting Started with Thru Connector for Salesforce » 1.1 – Creating a Thru Email » 1.1.1 – Recipients

To – You need to have at least one recipient in the email. If you have selected a Contact, Lead, or Opportunity, this field will automatically be populated with the email address of that contact. It will not automatically be filled when you have an account or a…

Thru Mobile Apps

Thru Mobile Apps

This section of the Thru User Guide includes instructions on how to use Thru’s mobile apps for iOS and Android. These apps allow Thru account holders to access, send and manage their files stored in Thru from their iOS and Android smartphones and tablets. User…

Thru Add-In for Salesforce User Guide

Thru Add-In for Salesforce User Guide

THIS THRU INSTALLATION GUIDE DESCRIBES AND SUMMARIZES THE INSTALLATION AND CONFIGURATION OF THRU ADD-IN (CONNECTOR) FOR SALESFORCE (REFERENCED AS “THRU CONNECTOR FOR SALESFORCE” IN THE SOFTWARE AND SHORTENED AS “THRU ADD-IN” IN THIS DOCUMENT) THIS DOCUMENT HAS…

Thru Web User Guide

Thru Web User Guide

This Thru user guide describes and summarizes the use of Thru Web. This document has been prepared solely for informational purposes and is being furnished for use by customers. Distribution of this document is limited to customers. The Thru user guide and all…

Open and Edit Office Files

Thru Add-In for Office 365 User Guide » Open and Edit Office Files

This section of the Thru Add-In for Office 365 guide will show you how to open and edit Office files that are stored in your Thru site from your desktop’s Office applications (Word, Excel, PowerPoint). Follow the steps below to get started: First, open up the…

Thru Add-In for Outlook User Guide

Thru Add-In for Outlook User Guide

THIS THRU USER GUIDE DESCRIBES AND SUMMARIZES THE USE OF THRU ADD-IN (CONNECTOR) FOR MICROSOFT OUTLOOK (REFERENCED AS “THRU CONNECTOR FOR MICROSOFT OUTLOOK” IN THE SOFTWARE AND SHORTENED AS “THRU ADD-IN” IN THIS DOCUMENT). THIS DOCUMENT HAS BEEN PREPARED SOLELY…

Thru Java Application download

Thru Web User Guide » Tools Menu » Downloading Files » Thru Java Application download

Thru’s external download page’s now offers download options via a Java web start For the browsers that do not support traditional Java applets any longer such as Chrome, Firefox and Edge Please download and run .JNLP file with Thru Java Application to…

Considerations when enabling Java

Considerations when enabling Java

People that receive Thru download links that require Java will need to install and configure Java to work with their browser. Windows Following are the steps to activate Java in Microsoft Explorer and Mozilla Firefox on Microsoft Windows. Open Control Panel Open…

Sending Files via Thru Add-In for SharePoint

Thru Add-In for SharePoint User Guide » Sending Files via Thru Add-In for SharePoint

Microsoft SharePoint® facilitates collaboration by allowing users to set up web portals, manage documents, and publish reports in a collaborative manner. Thru Add-In (Connector) for Microsoft SharePoint extends the document and content management portals and…

Uploading Files

Thru Web User Guide » Tools Menu » Uploading Files

Here is a short video showing how uploads work in Thru Note : A comparison of the upload methods is displayed below.

Thru Explorer Proxy Settings

Thru Connector for Outlook User Guide » Using Thru Explorer » Thru Explorer Options » Thru Explorer Proxy Settings

Click on the Proxy Setting tab to access these options. These options should be left as default to ensure proper functionality.

Sync Dashboard

Thru Desktop Sync User Guide » View Sync Status and Synchronization Changes » Sync Dashboard

A dashboard will open and show the status of your synced Thru folders. This dashboard will also notify you of sync errors and warnings. When syncing is finished, a popup notification will appear in the system tray to notify you that actions have been made in…

Delete Thru Message from Sent Items

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Sent Items” Tab » Edit Sent Items » Delete Thru Message from Sent Items

To delete Thru messages from Sent Items: Right-click on a message and click Delete. Warning: Deleting a message from Sent Items will permanently delete the message and all attachments from the Thru server. This will cause all files to not be downloadable by…

System Requirements – Add-In for IBM Notes

Thru Add-In for IBM Notes User Guide » Introduction » System Requirements – Add-In for IBM Notes

In order for proper operation of the Thru Add-In for IBM Notes, the following software and hardware requirements must be met: Operating Systems Windows 7 Windows 8 Windows 8.1 Microsoft .NET Framework 3.5 or above Windows Administrator Access Email…

Using Thru Side Panel

Thru Add-In for Outlook User Guide » Using Thru Side Panel

Thru Side Panel is a tool within the Thru Add-In for Outlook for users to add, manage and download content from their Thru file system without leaving Outlook. Note: This feature is only available in Outlook 2013. The side panel contains two tabs, Sent Items and…

Send Files/Folders

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Your Files” Tab » File and Folder Actions » Send Files/Folders

To send files/folders from Thru Side Panel: Right-click files/folders and click Send. Outlook will automatically compose a Thru Email with your selected attachments. Fill in the additional details of your email and click the send button. To learn more about sending…

Logging In

Thru Web User Guide » Getting Started » Logging In

Thru Web provides users with access to Thru services from a web browser. To log into Thru Web: A short video overview of the Thru Web portal Login page. To log into Thru Web: Navigate to your company’s Thru site. (e.g. company.thruinc.net). Type in your…

System Requirements – Add-In for SharePoint

Thru Add-In for SharePoint User Guide » System Requirements – Add-In for SharePoint

There are no additional system requirements other than having Microsoft SharePoint 2013 installed in the environment. SharePoint 2013 works best with Internet Explorer browsers. Thru Add-In for SharePoint works in Picture, Video and Asset libraries in addition to the…

Thru Add-In for Office 365 User Guide

Thru Add-In for Office 365 User Guide

This guide will explain how to use the Thru Add-In for Office 365. This add-in allows you to create, open, edit and save files directly to your Thru site directly from Microsoft Office applications like Word, PowerPoint and Excel. Use the sections below to get…

Thru Preferences

Thru Add-In for IBM Notes User Guide » Thru Preferences

Preferences button in Thru – Emails tab allows users to modify the settings of Thru Connector, including connection and proxy settings. A dialog box is displayed to modify Connection, Distribution, and Proxy Settings.

Download Thru Add-In for Outlook

Thru Add-In for Outlook User Guide » Download Thru Add-In for Outlook

To download the latest version of Thru Add-In for Microsoft Outlook, CLICK HERE More in this section: System Requirements Installing Thru Add-In for Outlook Sending Files and Folders Setting Thru Preferences Using Thru Side Panel Using Thru…

Edit Sent Items

Thru Connector for Outlook User Guide » Using Thru Side Panel » Using “Sent Items” Tab » Edit Sent Items

To edit a Thru message from the Sent Items tab: Double-click any message; the “Edit Thru message” window opens. You can also right-click any message and click Open. This window shows additional details of a Thru message like the tracking number, expiration…

Pausing File Uploads and Downloads

Thru Web User Guide » Tools Menu » Pausing File Uploads and Downloads

Thru supports pause/resume for large file uploads and downloads with a checkpoint restart feature. To use checkpoint restart for file uploads, you can use either Browser or Java. ActiveX (Power Upload) does not support checkpoint restart. Using checkpoint restart…

1.1.5 – Expiration

Thru Connector for Salesforce User Guide » 1 – Getting Started with Thru Connector for Salesforce » 1.1 – Creating a Thru Email » 1.1.5 – Expiration

This function allows you to set an expiration date that removes the file from download availability. This can be very helpful for time sensitive data or to keep files from being able to be downloaded indefinitely.

System Requirements – Add-In for Outlook

Thru Add-In for Outlook User Guide » System Requirements – Add-In for Outlook

In order for proper operation of the Thru Add-In for Outlook, the following software and hardware requirements must be met: Operating Systems Windows 7 (both 32-bit and 64-bit versions) Windows 8 (both 32-bit and 64-bit versions) Windows 10 (both 32-bit and…

Signing In to Thru – Office 365 Add-In

Thru Add-In for Office 365 User Guide » Signing In to Thru – Office 365 Add-In

In order to open or save files using the Thru Add-In for Office 365, you will first be prompted to log in to your Thru site. There are two forms of login you can choose from: Password-based or Single Sign On (SSO). Password-based Login For password-based login,…

Introduction

Thru Add-In for IBM Notes User Guide » Introduction

The Thru Add-In (Connector) for IBM Notes allows companies to expand their email messaging environment and provides endpoint message protection without file size limitations. It seamlessly adds expiration and password-protection functionality that enables users to…

Connection to Thru Server

Thru Add-In for IBM Notes User Guide » Thru Preferences » Connection to Thru Server

A. Thru Server URL: URL to Thru site. Information should be provided by administrator. B. Username: User name to connect to Thru site. Information should be provided by administrator. C. Password: Password for the user account at Thru site. Information should be…

Downloading Files or Folders

Thru Add-In for IBM Notes User Guide » Thru Explorer » Downloading Files or Folders

Thru Explorer can be used to download the files and folders stored at Thru site to a local drive. Files and folders can be downloaded using Thru Explorer via two different menus. 1. Download via toolbar menu OR 2. Download via Right-click menu

Intro

Thru Add-In for SharePoint User Guide » Intro

Thru Add-In (Connector) for Microsoft SharePoint® allows companies to expand their document and content management portals and provides a secure platform to exchange files with external partners, customers, and colleagues. Thru lets users exchange files and publish…

1 – Getting Started

Thru Add-In for Salesforce User Guide » 1 – Getting Started

Thru Add-In (Connector) for Salesforce allows users to securely send files or folders of any size stored in Salesforce or in Thru Cloud. Thru users can also require a recipient to authenticate and provide login credentials for file retrieval and delivery confirmation.…