Workspace File Transfer

TeamsIT Engineers

Getting Started

Core Concepts

Transfer files directly to a designated workspace without a shared drive

Business files are created and used in a variety of locations, including personal PCs, servers, and project environments.

When files are needed by another person or for the next task, they may first be stored in a shared location and then prepared in the required work environment.

Workspace file transfer is a capability that directly connects the environment where files are located with the workspace where the actual business work is performed, so required files can be transferred immediately.

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

This lets you build a file flow that continues from file creation through reflection in the destination workspace and into the next task.

Transfer Flow

Continue from file selection through reflection in the destination workspace

Workspace file transfer checks the files to transfer, selects the destination workspace where they will be used, and transfers the files to the specified location.

Once the transfer is complete, review the file reflection status in the destination workspace and continue the required work.

① Select Files to Transfer

② Select Destination Workspace

③ Review Transfer Conditions

④ Transfer Files

⑤ Reflect Files in Workspace

⑥ Review Results

This flow directly connects the environment where files are located with the workspace where they are needed.

You can select files in their current location and transfer them to the workspace where the actual work is performed, connecting file preparation through business use in a single flow.

Business Impact

Reduce repetitive work of downloading and uploading files again

When a file created in one work environment is used in another environment, using a shared location can add steps for storing and preparing the file.

For example, a person may create a result file on a PC, save it to a shared location, and have the next person repeatedly prepare the file in their own workspace.

With workspace file transfer, files can be transferred directly from their current location to the workspace where they will actually be used, reducing this file management process.

Before and After Transfer

CategoryExisting File SharingWorkspace File Transfer
File PreparationSave files to a shared locationSelect files to transfer directly
Destination SelectionReview files in the shared locationSelect the destination workspace directly
File MovementStore and prepare filesTransfer directly to the destination location
Start WorkStart work after preparing filesWork with the reflected files

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

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

Business Teams

Select Workspace

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 immediately reflect processing results in a project-specific workspace.

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

The destination is the workspace where files will be reviewed and used for the next task.

You can review the following items before transferring.

Check ItemDetails
Business PurposeConfirm the work for which the files will be used
WorkspaceSelect the destination where files will be used
File LocationReview the location where files will be used within the workspace
Transfer FilesSelect files needed for the current task

After selecting the destination workspace and files and starting the transfer, you can send the required files directly to that work environment.

Transfer Check

Confirm that files have been properly reflected in the destination workspace

After starting a file transfer, review the current task progress and the file reflection result in the destination workspace.

For tasks in progress, check the transfer status; once the transfer is complete, the files can be used in the destination workspace.

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

Start File Transfer

Check Transfer Progress

Reflect in Destination Workspace

Review Files

Proceed to Next Task

The transfer result provides the following information.

  • Task status

  • Transfer progress

  • Number of transferred files

  • Total file size

  • Transfer start and completion time

  • Destination workspace

After the transfer is complete, review the file reflection status in the destination workspace and continue review, revision, or follow-up work based on those files.

IT Engineers

Environment Setup

Connect the transfer device and workspace and set the access scope

To configure workspace file transfer, first connect the device where the files are located to the destination workspace.

On the Source device, you can review and read the files to transfer; in the destination workspace, configure the access scope so transferred files can be reflected in the specified location.

Prepare the following access scopes in the transfer environment.

CategoryRequired Access Scope
Source DeviceReview and read files to transfer
Destination WorkspaceStore and reflect files
UserReview and run transfer tasks
OperatorManage the connection environment and transfer settings

After connecting the device and destination workspace, configure the file path and destination location used for the actual transfer.

This makes it clear which files from which location will be transferred to which workspace.

Transfer Configuration

Define the files to send, destination location, and execution conditions

Once the environment is configured, set the files to transfer, the destination location, and the conditions that start the task.

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

First, specify the path where the files to transfer are located in Source.

For example, you can configure files created in /data/report/daily as transfer targets.

When needed, select files to transfer based on file name, extension, or path conditions.

In Target, specify the workspace to which the files will be transferred and the actual location where they will be reflected.

File transfer tasks can start under various conditions depending on the business process.

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

  • After Transfer: Transfer after the previous task completes

  • Sync: Transfer based on file changes

  • URL Request: Transfer through an external request

By setting the files, destination location, and execution conditions, you can configure the entire process from when the files are ready through reflection in the destination workspace as a single transfer task.

Flow Configuration

Connect the device containing the files directly to the destination workspace

After configuring the transfer, connect Source and Target in the Flow to build the complete file transfer path.

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

The basic transfer structure is as follows.

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

After reviewing the required files in Source, transfer them to the destination workspace through the configured Flow and reflect them in the specified location.

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

Automation Connection

Connect the next task and external services after transfer completion

After a file transfer is complete, connect the required tasks so the workflow can continue automatically after the files are reflected in the destination workspace.

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

The basic automation flow is as follows.

File Transfer

Workspace Reflection

Confirm Transfer Completion

Run Follow-up Task

Review Results

You can also connect file transfer results to external services when needed.

Integration AreaUse
Business · CollaborationTransfer completion notifications and follow-up task connection
MonitoringReview transfer status and execution results
SecurityReview the file transfer environment and related events

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

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

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

Review Results

Review transfer status and per-file processing results

When a transfer task runs, review the current progress and overall processing result in Runs.

In the execution list, you can compare the status of multiple transfer tasks, and when you select a specific task, review the Source and Target, transfer volume, progress, and per-file 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 target files
ProgressCurrent transfer progress
StatusTask completion and progress status
StartedTask start time
CompletedTask completion time

The transfer result lets you confirm the file reflection status in the destination workspace.

For tasks in progress, review the current processing status; when files require additional review, use the detailed result to inspect the relevant items.

Incident Response

Review the transfer environment and rerun required tasks

When a file transfer requires additional review, use the Run details to identify the task's processing status and where the issue occurred.

Then review the connection status between Source and Target, file paths, access permissions, and take the required action before rerunning the task.

Incident response can follow the flow below.

text
Review Run
    ↓  

View Details
    ↓  

Review Source
    ↓  

Review Target
    ↓  

Review Path and Permissions
    ↓  

Adjust Environment
    ↓  

Retry
    ↓  

Create New Run
    ↓  

Confirm Reflection in Destination Workspace
    ↓  

Completed

Review the following items together when checking the transfer environment.

Check ItemDetailsFollow-up Task
Device ConnectionSource system connection statusCheck connection status
Destination ConnectionWorkspace access statusReview destination environment
File PathSource and Target pathsRun after adjusting paths
Access PermissionsFile read and save permissionsReview permission settings
File StatusInformation about target filesReview file status
Execution HistoryRun details and activity recordsAdjust the execution environment

For example, you can review the Source file information or adjust the Target storage location, then rerun the task.

After rerunning, use the new Run to confirm that the files have been properly reflected in the destination workspace.

Through this process, you can manage the transfer environment and file processing status step by step and operate the file transfer flow from Source to the destination workspace reliably.