SmartFile acquired SmartFile in 2023. Work is underway to integrate Smartfile into the platform.

To better support all customers, the aging SmartFile platform is being moved to end-of-life status as of May 2024. We intend to migrate all customers from SmartFile to's modern platform.

This transition is free of charge.'s technical and support staff are extremely experienced in upgrading customers to the platform. We've done over 3,000 such upgrades in the past 2 years.

Migration Process

Wherever possible, we've built tools to make the migration process seamless and free from downtime. Due to the complicated nature of certain SmartFile capabilities, however, some customers using advanced features will need to spend some time reconfiguring their automations, permissions, integrations, and settings on

Prior to migration, we will execute a pre-migration step and allow you to see your pre-migrated site on You may access the pre-migrated site to make any required configuration changes prior to final migration.

When the final migration happens, we will perform a final sync of settings, data, and files, and then execute a DNS change that switches your site to the platform.

IP Addresses, Domains, and Hostnames

IP addresses will change. uses a global architecture, while SmartFile's servers were located only in Indiana. If you have previously had to whitelist SmartFile's IP Addresses in any firewall settings, you need to update that list. The new IP addresses to whitelist will depend on whether you have a custom domain.

Your site's subdomain will automatically redirect to Both hostnames will be in the associated SSL Certificate, so SSL should work fine in both FTPS and HTTPS. If you are used to accessing SmartFile using, you will need to bookmark your site's subdomain.

If you had previously used a custom domain with SmartFile, it will be automatically migrated to Unlike on SmartFile, automatically provisions custom SSL certificates for all custom domains (not just for "realm" customers), so your custom domain will work perfectly with FTPS. If you have a custom domain, we will assign you two dedicated IP addresses just for your site. also supports custom SSL certificates. If you were already using a custom SSL certificate with SmartFile, it will be seamlessly migrated to

Platform Differences Between SmartFile and

SmartFile and are superficially similar, but there are some key differences in how each product has developed to meet our customers' needs. is Case-Insensitive is designed for case-insensitive storage of file and folder paths for compatibility with many enterprise software storage integrations. This means that filenames that differ only by uppercase versus lowercase are treated as identical by the platform. This choice was intentional, as most file interchange takes place with systems or applications hosted on other case-insensitive platforms. Displays The Full Parent Path

On a normal SmartFile site (rather than a HyperPrivacy mode site), a home directory for a user is represented to that user as the entire contents of the account. Within, settings allow you to mimic this behavior for FTP connections, but not for the web interface. The web interface automatically detects if a user only has permission to a specific folder and will automatically select that folder upon login, preventing the need to navigate to the folder.

Users will be able to see the full path to any items they can access, even though they will not be able to interact with any files or folders that they do not have permissions to. Upon navigating to a parent folder they cannot access, users will only see folders that contain items they can access.

File Versioning Is Not Supported

All files are seamlessly and automatically migrated to your new site, subject to the following notes.

File versioning is not supported on Files will be imported using the latest version.

The decision to discontinue support for file versioning was based on a review of actual customer usage of the capability, and it seems that this feature is largely unused. We are open to potentially changing our mind on this if file versioning support is required by a critical mass of ideal customers.

If you migrate prior to any implementation of versioning, we will remove any previous stored versions and they will not be recoverable.

File Tags and Attributes Are Partially Supported

In SmartFile, you can define tags and attributes for your files. These are partially supported by Your existing tags and attributes are copied during the migration process, but they are not visible within the web interface. You can use the API to access tags and attributes.

SmartFile automations that relied upon tags and attributes were not used in production by our customers. We do not plan to offer support or migration for tags and attributes within Automations.

Site Administrators Have Full Access To All Files

Users who are designated as site administrators automatically have access to all file storage in your site.

In a SmartFile HyperPrivacy mode site (formerly known as "NextGen" or "Database FS"), users could be assigned a home folder, which granted them read-write access to a private storage space no other user could see. In our experience, this feature causes more confusion and inconvenience than it offers, and so HyperPrivacy Mode is not supported on Most customers currently using HyperPrivacy Mode prefer this approach.

We will create a folder called Home and a folder inside of that for each user named for their username. Their files will be imported into that home folder.

No Shares will be migrated. We recommend you move files out of the Home tree and into a new tree in your site root that is based more on a layout that makes sense for your business.

User and Group Security is More Granular

In, permissions are assigned at the user or group level, much like normal SmartFile sites define access. The permissions model is more flexible and granular than SmartFile.

Because users are not assigned to a home directory that becomes a virtual root, you can assign multiple, unrelated folder permissions to any group or user. This means rather than making someone's home directory the root of your account and then configuring their access to only allow the folders you really want them to access, you can define user and group permissions for just the folders they need to access, no matter where those folders appear in the site.

The base file operation Permissions in are very similar to your previous site. permissionSmartFile equivalentNotes
WriteUploadWhen Write permission is granted, List is automatically granted as well
ReadDownloadWhen Read permission is granted, List is automatically granted as well.
FullDeleteFull permission is required for overwriting existing files with new uploads because it functions as a delete operation.
ListShow Contents

The "Admin" permission grants special, elevated access for a specific folder path, known as folder admin. Users with folder admin access are able to define customized behaviors for the folder, such as rules that limit what can be uploaded, retention rules, special branding options, and more. also supports other advanced user or group permissions that in SmartFile are assigned by roles. The Platform does not support a concept of User Roles, but existing Roles on SmartFile are used during the migration process to determine the permissions of individual users on the platform.

The SmartFile role capability to create links is granted by the "Share" permission in This allows the permission to be associated with specific paths, so a user may have the ability to share files in one folder they can access but not others.

The SmartFile roles can be granted the ability to access the activity section. They can also separately be granted access to the notification section. In, both of these features are accessible when a user or group is assigned the "History" permission. Does Not Support Negative Permissions

SmartFile permissions could be used to "remove" permissions from only portion of a folder by adding a user to a Group or by adding a negative permission record. At, we have found that negative permissions make it way too easy to accidentally leak content where it isn't intended to leak. Negative permissions should be removed from your SmartFile site prior to migration; negative (empty) permissions will not be migrated to user permissions are more flexible and powerful than SmartFile, allowing you to mimic the end result of negative permissions using standard options. All permissions are folder based, and can be made non-recursive, so you can replicate the result by applying multiple permissions to users and groups regardless of your folder structure.

FTP / SFTP Permissions uses a slightly different methodology for granting individual users to FTP and SFTP. SmartFile uses a single flag to grant access to encrypted FTP (FTPS) and SFTP, and another flag to grant access to unencrypted/plaintext FTP. offers a flag that provides access to FTP (regardless of encryption), and another flag that provides access to SFTP.

Site administrators can disable unencrypted (insecure) FTP for your entire site on does not support granting access to unencrypted (insecure) FTP on a per-user basis.

User Quotas Are Not Supported does not support user disk quotas. Instead, we focus on providing visibility into how your storage is being used and allowing you to bring your own storage as needed.


All 3 of these services are supported on and you should expect all 3 to continue to seamlessly work after the migration.

Like SmartFile, custom developed its server software for all 3 services. The implementations, however, support many additional capabilities for logging, security, and customization. allows customers to choose their SSH/SFTP Host Key. By default, your site will be configured to use the same SmartFile SSH/SFTP Host Key that has been used in the past. You can optionally choose to use the default SSH/SFTP Host Key instead.

To the extent that you can easily switch keys away from the SmartFile Host Key, we recommend doing so because does not know the procedure under which the SmartFile host key was generated nor whether it was generated in a secure manner. That key predates our ownership of SmartFile.

Additionally, once on, you will be able to further customize your installations with custom SSL certificates, custom SFTP Host keys, custom MOTD, and more.

The SmartFile platform supports sharing Folders in a non-recursive manner, and this was the default behavior. supports this feature for migrated folder links in order to provide a seamless transition for SmartFile customers. The web interface does not provide access to this option for new Share Links created after migration, although you can enable it via the API.

New Share Links created after migration to your site will be fully recursive by default.

E-Mail Notification Changes

On, Notifications and Automations are separate concepts. E-Mail notifications on SmartFile are triggered by file actions (upload, download, copy, move, and delete) on a Path, by a User, or by a Group, and this behavior is preserved during the migration to If you have selected to only send notifications on specific actions, the limits to those specific actions are preserved on

SmartFile also supported additional triggers for sending E-Mail notifications of non-file activity. These are very rarely used by customers for production workflows and we are taking this opportunity to sunset the availability of these unused triggers. They are: User Login, User Logout, User Create, User Edit, User Removal, Group Create, Group Edit, Group Removal, and Link (Share Link) Read/Access. You will no longer be able to receive an E-Mail notification when these non-file actions occur.

E-Mail notifications on SmartFile may be optionally delayed or batched into certain intervals. only supports the following batch windows: Every 5 minutes, Every 15 minutes, Hourly, and Daily.

System Emails Are Sent From

You may need to update rules for spam filters to ensure you can receive important messages, such as Password Resets, Notifications of Failed Automations, Share Link Invitation Emails and Site Administration Emails

On SmartFile, system email messages came from Once your site is migrated to the new platform, those system emails will be sent from

Move or Copy Automations Are Event-Based does not support a concept of moving or copying a file or folder after a specific amount of time has occurred since its creation or modification. Only 3 customers on SmartFile used this capability in production. We would love to hear from you if this capability is critical to your organization, and are always willing to reconsider this position. does support an equivalent Automation to Move or Copy files or folders after an action has occurred. We will preserve the action triggers as closely as possible to how they are configured on SmartFile.

Retention Automations (also known as Delete Automations)

SmartFile Retention rules map to two different concepts on

For time-based retention rules, the equivalent concept on is the Folder Setting called File Expiration.

For action triggered retention rules, the equivalent concept on is the "Delete File" Automation.

API Authentication

The SmartFile API supports 2 authentication types: API Key and OAuth2. will only support API Key authentication.

API Keys are imported into by the automatic migration, but no support for SmartFile legacy API calls will be built. It appears that the SmartFile API has very little production use from ideal customers. Customers should work with our Success Team to help us understand any needs you may have about continued SmartFile API support. Such support may require an enterprise services contract.


Webhooks are not included in the automatic migration from SmartFile to You will need to re-create your Webhooks within after your migration. Reach out to our Customer Support team for help at any time.

Zapier Integrations supports a Zapier integration. However, SmartFile Zapier integrations are not compatible with Zapier integrations not be automatically migrated and must be manually recreated on the platform.

In many cases, customers using Zapier will be able to use's native features such as Automations to perform required tasks instead.

Our Customer Support team is happy to help rebuild and optimize Zapier integrations, Webhooks, or Automations, as appropriate.

Remote Server Integrations

Certain SmartFile customers make use of SmartFile's ability to directly mount their Dropbox account or Windows Server within SmartFile. SmartFile called these integrations "Virtual Directories." offers a similar functionality called Remote Server Mount. The Remote Server Mount functionality on is much more performant than SmartFile's Virtual Directories. also offers integrations to many more providers, including cloud storage providers and EFSS systems.

Because uses a different organizational identity, it is not possible to provide a seamless migration for your Dropbox or Windows Server connection, so those connections will not be migrated automatically.

Contact support to connect your Dropbox or Windows Server to your new account. We'll be happy to help!

Unsupported SmartFile Features

Some features on SmartFile saw extremely low usage in production, and do not have an equivalent feature available on

E-Signatures and PDF Annotations

These features of SmartFile have very little production use and will not be supported on If your business requires these features, we would like to understand those requirements better.

During the migration, all e-signature and annotation history will be lost.

Automations Relying Upon File Tags and Attributes

SmartFile automations that relied upon tags and attributes were not used in production by our customers. We do not plan to offer support or migration for tags and attributes within Automations.

OAuth2 API Authentication

OAuth2 has extremely low adoption by SmartFile customers, and does not support OAuth2 API authentication. If you are one of the impacted customers, please reach out to us so that we can help you best decide how to migrate your OAuth2 API application.

SmartFile Zapier Integration

The SmartFile Zapier integration is not compatible with the platform; the Zapier integration may be used instead.

Additional Content in This Section:

Get Instant Access to

The button below will take you to our Free Trial signup page. Click on the white "Start My Free Trial" button, then fill out the short form on the next page. Your account will be activated instantly. You can dive in and start yourself or let us help. The choice is yours.

Start My Free Trial

©2024 All right reserved


  • Start My Free Trial
  • Pricing
  • Docs
  • API and SDKs
  • Contact


(800) 286-8372


9am–8pm Eastern