Desktop App

Our new Desktop App is out of BETA and now in production. This App replaces our previous desktop app which was deprecated in 2018.

Use this app for an enhanced file management and collaboration experience that integrates your site with your MacOS finder and Windows file explorer. You and your co-workers/collaborators work with and share files in real time the way you prefer, using your OS file systems and folders on your desktops, only now you have the full connectivity, power and protection of the platform managing those folders.

Let’s get started!

Click on Windows or macOS below to download the version for your operating system:

Installation instructions for Windows and MacOS are below.

General information

You can log into the App with more than one user account, even different users from different sites, and each user appears as a mounted drive and provides file permission matching that user.

The app offers two sync modes, Smart Synchronization and Online, (detailed below) that allow you to determine how you manage and store the files you access.

The App allows you to work with your files offline and then sync them back up to the cloud once you are back online.

Normally, no firewall modification is required since the App operates exclusively through the standard HTTPS port 443 for outbound connections.

Each user account that you configure to use the app must have Web, Desktop app, and API protocol access set to Allowed by a site administrator on your site. (if you are not a site admin, and you are not currently able to log in via the web interface, please check with your site admin to request that access.)

Installing the Desktop App

Windows 10 installation

The following procedure describes how to install the Desktop application for Windows 10 users.

  1. In your Downloads directory, double click the Installer application.

  2. Select the Install button to begin installation.

    Note: You will need Administrator privileges to complete the installation.

  3. When the installation is complete the dialog box displays to show successful completion. Select the Restart button to restart your computer.

After your computer has restarted, locate the application in your Start Menu and click to run.

Once running, you will see the icon in your Windows System Tray.

macOS installation

The following procedure describes how to install the Desktop application for Mac OS X users.

  1. In your Downloads directory, double click the Installer zip file. The application is unzipped in your Downloads directory.

  2. Move the application to the Applications folder.

  3. Select and execute the application. A warning dialog box appears. Select Open to continue your installation.

  4. A System Preferences dialog box appears. Enable Finder extensions for the application in the Extensions dialog box.

  5. When the installation is complete, the icon appears in the System Menu bar.

Connect a user account

You can connect an unlimited number of accounts. For each account you would like to use with the app, perform the following steps.

  1. Click the pinwheel icon found in your status bar (Mac) or Windows system tray.

  2. Click the Sign In To Account menu option.

  3. In the newly opened web browser window, enter the login details for the user account with which you would like to connect.

    If the user account you are connecting requires two factor authentication to complete login, your 2FA method will be presented in the browser window just as it is when you are logging into the web interface normally.

    Once your user is successfully logged in, you will see the following message: “Your login was successful and the Desktop Application will be connecting shortly. Once your account is linked, you may close this window”.

    A fly-in desktop notice will inform you that the volume is now mounted.

  4. Close the browser window that was triggered by the desktop app.

Your site is mounted as a volume, and you are ready to begin using the app.

If you would like to mount another volume/connect another user, simply repeat the steps above for as many users as you like.

Setting Preferences

Open your Preferences panel by clicking on the icon (in your system tray on Windows, in your top menu bar on MacOS).

The Windows panel opens with three general preference options that default to “checked”. These options are self-explanatory and are not available on MacOS.

The MacOS panel opens directly to the first of five preference categories.

The five preference categories are:

  • Sync
  • Connection
  • Bandwidth
  • Update
  • Language

Sync offers you two sync modes to manage your files:

Online: Do not synchronize any files to your local computer. You can only access this volume when your user is actively connected to your site. Files are accessed on demand from your site when opened and do not take up any local disk space.

Smart Synchronization: Files opened are made available for later offline access. You can explicitly make files available offline using the context menu (which is described in the Basic File Operations section below).

The app defaults to Smart Synchronization mode, but if you know you will never need to work on your files when offline, you can easily switch to Online mode.

Simply make your selection from the Sync drop-down menu.

Check the box next to Index files if you anticipate working offline often. This will index your files on your site and locally cache metadata to make it easier for you to navigate and work with files if you are offline and using Smart Synchronization mode.

You’ll also notice that you can change the location of the cache file on this preference panel.

Not sure which sync mode to choose? The rule of thumb is:

  • Smart Synchronization mode: if you expect to work with files while offline.

  • Online mode: if you only need to work with files when logged into your site.


Proxies Defaults to use your system settings (recommended). Don’t change this setting unless you are an expert user familiar with your network’s proxy requirements.

Cache Check this box to enable caching of file data for easier offline file usage.

Log Check this box to enable a verbose debugging log. This would only be necessary when troubleshooting complex issues.


This preference pane allows you to throttle your upload and download bandwidth, or leave it at the default of “unlimited”.


Use this pane to check for and download updates to the App.


Use this pane to change the language used in the App interface, or leave it set to your system default.

Basic File Operations

Online and logged in

Whether in Smart Synchronization or Online sync mode, you navigate to and work with your files and folders just as you would in your file explorer in Windows or your finder in MacOS when the app is connected.

Need a folder? Create one as usual. Drag and drop files and folders, open, edit, delete, move. Whenever you make a change, the app will update the cloud.

The only differences you should see with your normal Windows File explorer or MacOS Finder are: file status icons, and right-click/control-click menu options. These are very handy whether online or offline, and are explained below.

Offline (airplane mode or no connection)

If you happen to be in airplane mode or are otherwise offline, you can still work with your files normally with only a few exceptions, and the file status icons mentioned above make this easier.

When in Smart Synchronization mode, files that you have been working with will be fully available even when you are offline. Available files show a green checkmark over a white background. Open and work with that file just as you would any other while online. Save your changes; they are stored locally like any other file in your file system. When you turn off airplane mode or otherwise again have an Internet connection, your saved changes are synced up to the cloud. Smart, right?

You will also see the other files in your folders while offline, but some will be unavailable. These show a cloud icon instead of a green checkmark. This means that you are looking at the file meta data, but the file itself is stored only in the cloud and will not be available until you again have an Internet connection. You can try to click on a file with the cloud icon, but it will open to a blank document. You will not see or be able to work with the file contents.

Once you again have an Internet connection and are back online, click to open that file again, and it will automatically download and open. You’ll also notice that the cloud icon has now changed to a green checkmark, meaning that the file has now joined those files that you’ve been working with and are available offline as well as online.

File status icons summary

Up to Date. The file or the contents of a directory has been opened and downloaded to your computer and therefore currently synced with your site. The file takes disk space on your computer and can always be opened even when you have no connection to the Internet or are not logged into your site. New files in a directory in the cloud will appear as Online Only and are not downloaded automatically.
In Sync. The file or directory is selected to be synced with the cloud to always keep offline. The file takes disk space on your computer and can always be opened even when no connection to cloud is available. New files in a directory on your site will be downloaded automatically when you have a connection and are logged in.
Online Only. The file can only be opened when a connection to your site is active. The file does not take any disk space on your computer. The file is downloaded on demand when you open it.
Sync in Progress. The file or directory is currently being synced with your site.
Sync Error. There was an error updating the file after changes. You are missing permission to write to the file or another problem occured. Please contact your site administrator for assistance, or contact our Customer Success team. To resolve the error, move the file to your local disk and reload the directory.
Ignored. The file is only saved in a local temporary location and never synced to your site.

Context menus

In addition to the file status icons, the other interface difference that you will notice are the context menu items which display when you right-click or control-click on files and folders in your mounted volume.

The three menu options that you will see with the logo are: Copy URL, Open URL, and Sync Options

Copy URL

This menu option copies the URL of the item (folder or file) which you could paste into a browser to access that item if you are logged in via the web to your site.

Open URL This menu option opens the URL of the item in your default web browser. Again, you must be logged into your site in order for that option to successfully navigate to the item.

Sync Options This menu option has two sub-options: Keep Offline on Local Disk and Delete on Local Disk

These sub-options override the behaviors of the “Smart Sync” mode allowing you more granular control of each folder and file item.

Keep Offline on Local Disk when selected will download that item from your site (if it has not already been downloaded to your local disk) and will ensure that you always have a local copy that you can open and work with. When you make changes to that item, they will be synced up to your site whenever you have an Internet connection and are logged in. Changes made by others and uploaded to the cloud will be synced down to your local machine as well. This sub-option takes space on your local disk.

Delete on Local Disk when selected will sync any changes you make to the file or folder up to your site and will then delete the local copy from your disk, leaving the item in Online Only status. You will only be able to access this item when you have an active Internet connection and are logged in. This sub-option saves space on your local disk while providing you connected access to your files and folders.

Custom branding

Now you can have your logo on every one of your user’s desktops! Our Teams Premier plan includes the ability to give the Desktop app your own custom look. The app, the icons, the installer, even the context menus use your graphics to integrate your file storage and transfer experience with your brand.

If you would like to customize the look of the Desktop app, all that we need are the graphic assets listed below:

  • banner.bmp - 493 × 58 bitmap, used for the header of the Windows installer. Please use a white background.

  • welcome.bmp - 163 × 314 bitmap, used as the sidebar of the Windows installer’s first step (not shown with banner.bmp). Please use a white background.

  • application@2x.png - 1024x1024 24-bit PNG, supports transparency; used for the macOS app icon.

  • statusbar@2x.png - 32x32 24-bit PNG, please use white; used as the macOS system menu icon.

  • ConnectionProfile-DiskIcon-128px.tif - 128x128 TIFF; used as the “disk” icon for mounted drives.

  • ConnectionProfile-DiskIcon-64px.tif - 64x64 TIFF; same as the above.

To get started, please download this photoshop file used for the disk icon blank.

Once you have all of your graphics ready, please open a ticket with our Customer Success department to begin the customization process. Note that you can attach your graphics to your support ticket.

Need help?

If you are having any difficulty using the Desktop app, we would like to know. We are constantly working to improve our documentation as well as the app experience. Please contact our Customer Success team for any help that you need. We can be reached by phone at 1-800-286-8372, or through your site interface (if you are logged in as an administrator) by clicking on your username and choosing the Contact support form.