How to create a file transfer
Add files, a folder or library items, then set the title, access choices and link for a file transfer.
A file transfer is the link you send so someone can open the files you chose. You create one in three steps: choose your content, add a title and summary, then set the access choices and create the transfer.
Step 1: Choose your content
Open Transfers in your workspace and start a new transfer.
Make sure Files is selected. It is the first of the three transfer type tiles.
Pick the tab that matches your content: Upload, Folders or Library.
Click Continue when your content is ready.
On Upload, drop files from your computer or click browse. Each file uploads and shows its own progress bar. On Folders, drop a folder or click browse. Each file inside the folder is uploaded and listed on its own. On Library, use the search field to find files that are already in your workspace, and select one or more.
Continue stays unavailable until every file has finished uploading.
The total size of a transfer must stay within your organization's plan limit. Free allows 1 GB per transfer and up to 15 transfers a month. Pro and Agency allow up to 200 GB per transfer and have no monthly transfer limit. See plans and pricing for what each plan includes.
If your organization has no storage left, uploads show this message: "You're out of storage. Delete files or upgrade to Pro to keep uploading."
Step 2: Add a title and summary
Type a Title. It is required, and Tarkle does not move on until you add one.
Optionally type a Summary. It can hold up to 150 characters, and a counter shows how many you have used.
Click Continue.
If the AI assistant is turned on for your organization, a wand icon appears next to Title. Click it to generate a title and summary. The AI assistant is part of Pro and Agency.
Step 3: Set access and create the transfer
Step 3 lists these choices. Tick the ones you need.
Direct link: the file downloads as soon as the link is opened, with no transfer page. See direct download links.
Gated: the recipient submits their details before they can open the transfer.
Password protected: type the password in the field that appears under the choice.
Burn after read: the first download uses up the transfer, and later attempts are refused. See burn after read.
View only: recipients can view the files but cannot download them. See View only file sharing.
Expiration date: tick the box and pick a date in the calendar. The earliest date is tomorrow and the latest is 3 years from today. See file transfer expiration dates.
Choices that cannot be used with the ones you picked are greyed out.
If paid transfers are turned on, a Charge for Download choice also appears. A paid transfer cannot use password protection, burn after read, view only or an expiration date. See How to charge for access to a transfer.
Click Create transfer.
What happens next
After you click Create transfer, a success screen shows the link with a Copy button. To send the link by email, type addresses under Share by email and send them from that screen. Tarkle emails each address separately, and each address that is not yet a contact becomes one.