Send Large Files Directly to a Customer Workspace

Getting Started

Basic Concept

Transfer Files Directly to a Designated Workspace Without a Shared Drive

Business files are created and used in various locations, such as personal PCs, servers, and project environments.

When files are used by another person or in a subsequent task, they may need to be saved in a shared location and then prepared in the required work environment.

Workspace file transfer is a function that directly connects the environment containing the files to the workspace where the actual work takes place, allowing required files to be transferred directly.

By specifying the files to transfer and the target workspace, files can be transferred directly from where they were created to the workspace where they will be used.

This creates a file flow that continues from file creation through reflection in the target workspace and into the next task.

transfer flow

Continue from File Selection to Reflection in the Target Workspace

Workspace file transfer involves checking the files to transfer, selecting the target workspace where the files will be used, and transferring the files to the specified location.

After the transfer is complete, you can check the file reflection status in the target workspace and continue the required work.

① Select Files to Transfer

② Select Target Workspace

③ Check Transfer Conditions

④ Transfer Files

⑤ Reflect Files in Workspace

⑥ Check Results

This flow directly connects the environment containing the files to the required workspace.

Select files from their current location and transfer them to the workspace where the actual work takes place, connecting file preparation and business use in a single flow.

Business Changes

Reduce Repetitive Download and Upload Work

When files created in one work environment are used in another, using a shared location can add file storage and preparation steps.

For example, one person may create a result file on a PC and save it to a shared location, after which another person repeatedly prepares the file in their own workspace.

Workspace file transfer reduces these file management steps by transferring files directly from their current location to the workspace where they will actually be used.

Before and After Transfer

CategoryTraditional File SharingWorkspace File Transfer
File PreparationSave files to a shared locationSelect files to transfer directly
Target SelectionCheck files in the shared locationSelect the target workspace directly
File MovementPerform file storage and preparation stepsTransfer directly to the target location
Start WorkStart work after preparing filesStart work with the reflected files

In this way, workspace file transfer connects the workspace where files will actually be used as the transfer target.

You can quickly select the required files and transfer them to the designated workspace, naturally continuing from file preparation to the next task.

Business Team

Workspace Selection

Select the Workspace Where Files Will Be Used and Transfer Them

When transferring files, first select the workspace where the files will actually be used.

For example, you can send a completed report to the review team's workspace or directly reflect processing results in a workspace for each project.

After checking the files to transfer, select the required workspace and the location where the files will be stored.

The transfer target is the workspace where files will be checked and used in the next task.

Before transferring, you can check the following items.

Item to CheckDetails
Business PurposeConfirm the task that will use the files
WorkspaceSelect the target where files will be used
File LocationCheck the location where files will be used within the workspace
Files to TransferSelect files required for the current task

After selecting the target workspace and files and starting the transfer, the required files can be sent directly to that work environment.

transfer check

Check Whether Files Were Successfully Reflected in the Target Workspace

After starting the file transfer, check the current job progress and the file reflection result in the target workspace.

For an in-progress job, check the transfer status; after the transfer is complete, the files can be used in the target workspace.

The flow from transfer to the next task is as follows.

Start File Transfer

Check Transfer Progress

Reflect in Target Workspace

Check Files

Continue to Next Task

The transfer result provides the following information.

  • Job Status

  • Transfer Progress

  • Transferred File Count

  • Total File Size

  • Transfer Start and Completion Times

  • Target Workspace

After the transfer is complete, check the file reflection status in the target workspace and continue review, modification, or follow-up work based on the files.

IT Engineer

environment configuration

Connect the Source Device and Workspace and Set Access Scope

To configure workspace file transfer, first connect the device containing the files to the target workspace.

On the Source device, configure access to check and read the files to transfer; in the target workspace, configure access so transferred files can be reflected at the specified location.

Prepare the following access scopes for the transfer environment.

CategoryRequired Access Scope
Source DeviceCheck and read files to transfer
Target WorkspaceStore and reflect files
UserCheck and run transfer jobs
OperatorManage the connected environment and transfer settings

After connecting the device and target workspace, set the file path and target location to use for the actual transfer.

This clearly defines which files from which location will be transferred to which workspace.

transfer setup

Define the Files to Send, Target Location, and Execution Conditions

After configuring the environment, set the files to transfer, target location, and conditions that start the job.

In the transfer settings, specify the Source and Target and configure file paths, filters, and execution conditions according to the business workflow.

First, specify the path containing the files to transfer on the Source.

For example, files created under /data/report/daily can be configured as transfer targets.

If necessary, select files to transfer based on file name, extension, or path conditions.

In the Target, specify the workspace and actual location where the files will be reflected.

File transfer jobs can start under various conditions depending on the business workflow.

  • Date/Time: Transfer at the specified date and time

  • After Transfer: Transfer after the previous job is complete

  • Sync: Transfer based on file changes

  • URL Request: Transfer through an external request

By setting the files, target location, and execution conditions, you can configure a single transfer job covering the process from file readiness through reflection in the target workspace.

Flow Configuration

Connect Directly from the Device Containing the Files to the Target Workspace

After completing the transfer settings, connect the Source and Target in Flow to configure the full file transfer path.

The Source provides the files to transfer, Flow processes them according to the configured conditions, and the Target reflects the files at the specified location in the target workspace.

The basic transfer structure is as follows.

text
Source Device
     │
     │ Files
     ▼
Transfer Flow
     │
     ▼
Workspace
     │
     ▼
Target Path

After confirming the required files on the Source, transfer them to the target workspace through the configured Flow and reflect them at the specified location.

Depending on the work environment, you can transfer files from multiple devices to one workspace or branch files from one Source to multiple workspaces.

Automation Connection

Connect Follow-up Tasks and External Services After Transfer Completion

By connecting required tasks after file transfer is complete, you can automatically continue work after files are reflected in the target workspace.

For example, when a result file is reflected in the workspace, you can start the next processing task or configure a completion notification to be sent to the responsible person.

The basic automation flow is as follows.

file transfer

Reflect in Workspace

Confirm Transfer Completion

Run Follow-up Task

Check Result

If necessary, the file transfer result can also be connected to external services.

Integration AreaUsage
Business & CollaborationConnect transfer completion notifications and follow-up tasks
MonitoringCheck transfer status and execution results
SecurityCheck the file transfer environment and related events

For example, you can notify users of transfer completion through a collaboration tool and configure the business management system to start the next task.

You can also connect to a monitoring environment to check transfer status and, when necessary, integrate with a security system to manage the file usage environment.

This configuration creates an automation flow centered on file transfer that connects file preparation → workspace reflection → notification → follow-up work → operational verification.

Check Result

Check Transfer Status and File-Level Processing Results

When a transfer job runs, you can check its current progress and overall processing result in Runs.

In the run list, you can compare the status of multiple transfer jobs and, by selecting a specific job, check the Source and Target, transfer volume, progress, and file-level processing results.

Each Run provides the following information.

Check ItemDetails
SourceDevice and path from which files were transferred
TargetWorkspace and location where files are reflected
Total SizeTotal transfer size
Total FilesNumber of files to process
ProgressCurrent transfer progress
StatusJob completion and progress status
StartedJob start time
CompletedJob completion time

The transfer result lets you check the file reflection status in the target workspace.

For an in-progress job, check its current processing status; if specific files require additional review, check those items through the detailed results.

Incident Response

Check the Transfer Environment and Rerun Required Jobs

When a situation requiring additional review occurs during file transfer, use the Run details to check the job's processing status and where the issue occurred.

Then check the Source and Target connection status, file paths, and access permissions, complete the necessary actions, and rerun the job.

Incident response can proceed as follows.

text
Check Run
    ↓  

View Details
    ↓  

Source check
    ↓  

Target check
    ↓  

Check Path and Permissions
    ↓  

Adjust Environment
    ↓  

Retry
    ↓  

Create New Run
    ↓  

Confirm Reflection in Target Workspace
    ↓  

Completed

When checking the transfer environment, review the following items together.

Check ItemDetailsFollow-up Task
Device ConnectionSource system connection statusCheck connection status
Target ConnectionWorkspace access statusCheck target environment
File PathSource and Target pathsAdjust paths and rerun
Access PermissionsFile read and save permissionsCheck permission settings
File StatusTransfer target file informationCheck file status
Execution RecordRun details and activity historyAdjust execution environment

For example, you can check file information on the Source or adjust the Target storage location and then rerun the job.

After rerunning, use the new Run to verify that the files were successfully reflected in the target workspace.

This process enables step-by-step management of the transfer environment and file processing status and stable operation of the file transfer flow from the Source to the target workspace.