Sending Packages

Sending a new package is like sending an email with attachments. As such, it is a familiar process, and uses a form similar to a compose email form. The "Package Actions" section may appear on the home page and/or the main packages page.

1. To get started, click Send a new package. The New Package page opens.

   

2. Enter the intended recipients, the Subject, and a Note (the note may be optional depending on the organization settings).
   • To - Use the To field to enter an email address for one or more recipients. Separate multiple entries with a comma. As with conventional email, a recipient can be classified as "To", "CC", or "BCC". BCC recipients are "hidden" recipients: only the package sender can see them; none of the recipients can see or reply to any of the BCC recipients. If your administrator has configured it, you may also see the Address Book option for adding recipients. This option lets you click on the "To", "CC", or "BCC", then select an address from a list of contacts. You can add yourself as a recipient.
   • Subject - Enter a description of the package (the subject will usually be included in the 'new package notification' email). It is also used to identify the package in package lists.
   • Note - Enter a note for the recipients. (The note may be optional depending on the organizational settings.)

     Whether the note is required or optional might be labeled to the left.

     In addition, the padlock icon to the left of the Note box is shown either open or locked depending upon the Secure the Note default set by the administrator. (You might have a per package override checkbox in Options below.)

   • If the padlock is locked, this note will appear in the package, but it will not appear as part of a new package notification email.
   • If the padlock is unlocked, the note will be included in the new package notification email.

     Depending on organization settings, you may see a rich text editor where you can type your note. In this editor, buttons above the editing box let you change the font, size, style, alignment, indentation, and even color of the text you enter. You can also enter links and lists.

     You may also have a Check Spelling button available, which will check the spelling of both the package subject and the note. Misspelled words will be highlighted and you may use your left mouse button to select appropriate replacements.

3. Add files. In the Files section, you can select files from your computer and add files up to the limits set by your administrator. If the Upload/Download Wizard is installed and enabled (see My Account), you can use it to upload your files, while making sure they are integrity checked. Otherwise, you can upload your files using the browser's file selection interface, then clicking Upload.

   The files list will show the size of each attached file and the total size for all attached files. If per package quotas have been set by the administrator, the quota for file size per package will also be shown. If the quota for total packages on the server is set, the lower of this quota and the per package quota is shown.

   

   When a file is added to the package, the file is uploaded to the MOVEit Server. If you click Cancel to stop composing the package, the file is removed from the server. If you click Save as draft or Save as template the file remains on the server.

4. Set options for this package. These options will include some or all of the following:
   • Secure the Note - Specifies how the note and subject of the package should be handled: securely (excluding the from the notification email), or openly (by including them in the notification email). The padlock icon to the left of the Note box is shown either open or locked depending upon this setting. The default is set by the administrator.
   • Delivery Receipt(s) - Select this option to receive a notification email when each recipient of your package reads it for the first time, and when a recipient downloads a file.
   • Prevent "Reply All" - Select this option if you do not want the recipients of your package to be able to Reply All to the package. This can be useful for administrators who want to send information to a large group of people, but do not want that group messaging each other.
   • Prevent all replies - Select this option if you do not want the recipients of your package to be able to reply to the package.
   • Limit downloads to nn per file - Sets the maximum number of times recipients can download a given transferred file. The maximum that you can specify is also shown.
   • Package will expire after nn days - Sets the number of days that the package will be available to recipients.

     If an option has been 'locked' by the administrator, the value will be displayed, but you will not be able to change it.

5. Send the package. When you are done composing your package and uploading any attachments, click the Send button to send your package. Once sent, a copy is saved to your Sent mailbox for future reference.

   A 'new package notification' email will be sent to your recipients, to inform them that a package is waiting for them. Recipients can click on the web link in this notification to connect to the site and view the package.

   If you have sent the package to unregistered recipients (recipients that are not MOVEit users), you may be prompted to provide a password, as shown:

   

   Depending on the Organization settings, you may also be asked to send the password manually to unregistered recipients. In this case, you will need to open the sent package to view the password, which you will need to provide to unregistered recipients by sending it as a separate email, a phone call, fax, etc. in accordance with your organization's security policy.