Infince Drive helps improve workforce productivity through ready-to-access office tools. Build presentations, spreadsheets, diagrams and documents online. Work together on the same document with multiple collaborators. Save automatically, add comments, and get suggestions in real-time. Communicate efficiently and work together better to reduce errors and complete tasks faster. Keep your data secure in Infince’s file storage. Enable controlled access and monitor how teams share your data. You can securely share files with your internal and external collaborators in your organization.

Accessing Files in Infince Drive

Click on the Drive icon from your Workplace.

The Infince Drive application will open up in a new tab, where you can view all the files and folders you created.

Adding Files and Folders

Infince Drive helps you create text documents, spreadsheets, presentations, and diagrams. You can create new files or upload files and folders from your system.

• To create a file, click the + New button or right-click on a space in My Files and select the type of document you want to create. The files created will be listed under the My Files section.

• To create a folder, click on the + New > New Folder
  • Enter the folder name and click the Create button.
  • The folder created will be listed in My Files. 
• The Folders in the My Files section will be displayed on the top and Files below.

Uploading files and folders

You can upload the files and folders from your computer to Infince Drive.

• To upload a file/folder, click the + New > File Upload/Folder Upload.
• Browse and click on the file/folder you want to upload.

Sharing Files and Folders

Files and folders can be shared with internal users and external collaborators.

To share a file or folder, right-click or click on the three dots and select the Share option. 

Sharing Files/Folders with Internal users

To share a file with a user in your organization, click the Internal tab in the Share pop-up. Then, select the users or groups with whom you want to share the file/folder.

1. To manage the access permissions:
   • Click on the Edit icon and tick the permissions you want to provide for the selected users or groups.
   • The permissions available while sharing a folder are view, comment, edit, create, reshare, and delete.
   • To provide all the available permissions for your file/folder, toggle the Select all option.

Note: 

• View and comment permissions will be selected by default.
• The Create permission allows the recipient to add files in a folder. Create and delete permissions are available only while sharing folders.

2. Set expiry date – Toggle this option if you want to provide file/folder sharing permissions only until a specified date.
3. Hide download – Toggle this option if you do not want to offer users a file/folder download option.
4. Notify message – To share a custom message with the user via notification email, toggle this option and enter the message in the text box provided.
5. Click on the Copy Internal Link button to copy the folder link and share it with the users in your organization.
6. You may choose the required options and click the Share button to share this file/folder with the selected users/groups. The users will get a notification email regarding the share.

Sharing Files/Folders with external users

Your folders and files can be shared with users outside the organization. To create an external share, click on the External tab in the Share popup. Enter the link label and click the Create Link button to create a link to share with external users.

1. To manage the permissions
   • Click on the Edit icon and tick the permissions you want to provide for the external users. 
   • The permissions available while sharing a folder are view and upload.
   • To provide all the available permissions for your file/folder, toggle the Select all option.

Note: The upload permission allows you to add files to the shared folder. This option is available only while sharing folders.

2. Email link
   • Toggle the Email link option to allow sharing the file or folder link directly to external users’ email addresses.
   • Enter the email id and notification message to be sent to the user.
3. Password protection: Select this option and set a password for the file/folder to restrict access to the users.
4. Set expiry date: Select this option, if you want to provide the file/folder share permissions only until a specified date.
5. Hide download: If you do not want to provide a file/folder download option to users, enable this option.

Click the Create Link button, and the external link will be created and copied to the clipboard by default. To access this share link in the future, click on the three dots icon against this link label and click ‘Copy Link’. To edit the link, click the ‘Edit link’ and make the necessary changes. If you want to delete the link, click the ‘Delete link’ option.

Viewing Users and Groups with Access

To view the users and groups who have access to a file or folder:

1. Open the Share pop-up. Click the “View all” button in the Who Can Access section. 

2. The existing share details, including users and external links with access, will be displayed.

File/Folder Info

Right-click on the file/folder or click on the three dots and select the Info option to view the file/folder details. You can add tags for easy reference, share with internal/external users, view the details, add comments, and track file/folder activity.

• You may download, mark the file/folder as favorites, or delete it by clicking the respective icons on the top of the Info section.
• To add a tag to the file/folder, click the Add button in the Tag section. Users can select available tags from the drop-down or add a new tag if needed.

• Click on Manage access to share the file with internal/external users.
• The Details tab helps you to create a description for the file/folder, and view the type, size, location, owner and created user information.
• From the Comments tab, you may add comments for the file/folder which you want to convey to the shared users.
•  The Activity tab tracks all the actions performed in this file/folder.

Mark File/Folder as Favorites

The “Favorites” feature allows the user to mark any file or folder as a favorite so that it can be quickly accessed later. Right-click on the file or folder, or click on the three dots and select the Add to Favorites option to add the file or folder as a favorite.

The files marked as favorites can be viewed from the Favorites menu.

Moving the file/folder

Right-click on the file/folder or click on the three dots and select the Move option to move it to the desired folder in the My Files section, to a group folder, or to any other folder to which you have access. You can also create a new folder and move your file/folder there.

Download As Zip

Right-click or click on the file/folder and click the Download as Zip option to download it as a zip file.

Renaming a file/folder

Right-click or click on the three dots on the file/folder and select the Rename option to rename it. In the Rename pop-up, provide the new name for the file/folder.

Copying a file/folder

Right-click or click on the three dots on the file/folder and select the Copy option to copy the folder to a group folder or other folders you have access to. You may also copy your file/folder to a new folder.

Other options

Right-click on the file/folder or click on the three dots and 

• Click on the Open Folder option to open the folder.
• Click on the Get Link option to copy the folder link, so you may share it via Chat.
• Click the Tags option to create new tags and map the file/folder. 
• Click the Add Shortcut option to create a shortcut for the file/folder in the desired location.
• Click on the Remove option to delete this file or folder. The deleted file or folder will be moved to the Recycle Bin.

Managing Versions

Infince Drive helps you to version control the files.

Click on the Upload New Version button to upload the new version of the document. You may view the previous versions of the document.

Restoring the deleted files

Infince Drive allows you to restore deleted files within 30 days of deletion. To do so, click the Recycle Bin, right-click on the required file, and select the Restore option.

View and sort files and folders

Click on the Sort icon to sort the files/folders using the file name, last modified date, size, or type in ascending order.

Click the List/Grid icon to toggle between the list and grid view of the files and folders.

Search

Use the Search bar at the top to search for files/folders. You can sort the Search results based on the file type and last modified.

Drive Personalization

• Click on the Switch to dark mode to switch the theme from light to dark mode.
• Click on the Switch Language option to switch the languages.

Group Folders

The Group Folders menu displays all the group folders you can access in Infince Drive. Double-click on the Folder to view all the files in that group folder. 

To create a group folder:

1. Click on the + Create button.
2. Click the three dots icon/right-click to view the group folder actions.
3. Here is the article covering the group folder features in detail.

Favorites

The files marked as favorites can be viewed from the Favorites menu.

Recent Files

This menu displays all the recently accessed files/folders.

Shared with me

The files/folders shared with you will be displayed in this menu.

Tags

This menu will display all the system tags and the tags created by you in Infince Drive. Click on a tag to view all the files marked with this tag. To create a new tag, click on the + Create button.

Click on the + Create button to create a new tag. A pop-up titled “Create new tag” appears, where you can enter the new tag name.

Recycle Bin

The deleted files can be managed from the Recycle bin. These files/folders are moved to the Recycle Bin, where they will be available for 30 days. 

• To restore the files/folders, select the required file/folder and click the Restore button.  
• To delete the files/folders permanently, click the Delete Permanently button.
• Click the Empty Recycle Bin button to delete all the files/folders from the recycle bin.

Buy more storage space

My Storage section on the bottom of the left menu displays the storage utilized and the total available storage.

Click on the View Details button to view your Infince Drive storage utilization. 

To request more storage, click the Request button and enter your required storage space in the text box. 

Once the administrator approves the requested storage, it will be added to your Infince Drive. To learn more, click here.

Drive Administration

Users with Drive Administrative Permissions can access the Drive Administration page to manage all group folders and access the audit log.

Click on the Administration icon at the top right corner to view the group folders and audit log of the Infince Drive.

Group Folders

In the Group Folders section, the Administrators can manage the group folders in Infince Drive. It is possible to view the name, storage used, owner, user who created it and created date of the group folder. 

Click on the three dots and the Info icon to view the description, type, size, owner, last modified date and user who created the group folder.

Click on the three dots and on the Edit Access icon to manage the permissions for the users of the group folder.

To remove the group folder, click on the three dots and the Remove icon.

Storage Allocation

Click on the Allocate Storage button. You will be navigated to Infince Workplace > Administration > Storage Allocation, where you can manage the file storage. To know more about storage allocation, refer to this article.

Audit Log

The Audit Log helps track and review the activities within the infince drive. It includes a detailed record of the user’s time-stamped actions and other events. This will help to enhance the security and ensure compliance.

This tab displays the event name, description, event created user, event date and event IP address.

Compatible Browsers

Infince Drive can be used in all browsers, including Microsoft Edge, Mozilla Firefox, Google Chrome, and Safari.

Dashboard is an information management tool that can be used to visually track and analyze what’s happening in the business. It is also a great tool for Organisational Communication and sharing of information. They can be customised to meet the specific requirements of a team, organizational unit or organization.

Dashboards are great collaboration tools that can enable large teams to share, announce, monitor and analyze, thereby building strong communication channels among the team members.

Tiles are the individual information snippets/cards that are the building blocks of the Dashboard.

Users with Dashboard Administrator privileges/owners can control access to the Dashboard and Add/ Modify/Delete tiles from the Dashboard. Infince Dashboards provide highly flexible Tiles that can be resized and re-arranged as desired by the user.

Types of Dashboard

In Infince you can create dashboards at multiple levels – Organization, Organizational Unit Levels (e.g. Division, Department), Team,  Personal, etc. While Organizational dashboards are visible to everyone in the organization (based on the permissions), Organizational Unit Level/Team dashboards are accessible to one or more organizational unit/teams for which the access is given. Personal dashboards are created by individuals for organizing information for personal use.

Organization Dashboards, Organizational Unit Dashboards, and Team Dashboards are created/managed by the users with relevant permissions. Access to private dashboards and all other dashboards are controlled by roles and permissions.

For example, the HR could announce upcoming event details on the Organization Dashboard. Organizational Unit Admins could publish latest news and important organizational unit specific updates on the Organizational Unit Dashboard. The Team Admins could use the Team dashboard to collaboratively work on a common task, share the status and updates of the Project, announce events and deadlines, share useful technical/business articles and so on.

Types of Tiles

There are 3 kinds of Tiles that are available for sharing information/data on Dashboards.

Standard Tiles

Standard Tiles are pre-loaded with Infince Workplace. This is a growing list of tiles that are designed to cover all your basic collaboration needs.

• Announcements: To help you share important announcements or short text updates with your organization/organizational unit/team.
• Bookmark: Enables you to share links to important articles, reference documents etc
• World Clock: When you are collaborating with teams/clients/business contacts who are spread across the globe, this tile helps you keep track of the local time in the desired zones
• Notes: Make short notes, share tit-bits or even use it as a scribble pad
• News Feed: Configure RSS Feeds from business or industry sources to stay on top of the latest news and developments
• Info: These are versatile tiles that come in 4 formats to let you share information in rich text, visual or bold colored formats.
• Video: Using this tile, you can easily add and play videos in your Dashboard.
• Poll: Create polls using the Poll tiles. You can view the poll summary once the poll is closed.

Application Tiles

When you subscribe to certain Business Applications like Mautic or Open Project, these come bundled with tiles that can be added to the dashboard for visualizing business data from these Applications.  These tiles will be visible only to those users who have permission to use the corresponding business application.

Custom Tiles

Custom Tiles refer to tiles that can be created to extract and visualize business data from various sources on the dashboard. Custom Tiles can pull data from the business applications you have subscribed on Infince, from external JSON or API data and from Infince Data sources like CSV or Excel files stored on the Infince Files.

With Infince Intranet mobile application, get your work done from wherever you are. The mobile application is available for both Android and iOS. You can access your Workplace Feed, video-call and chat with your teams, colleagues, download Meetings & other mobile applications linked to your account, and access all your dashboards. It is envisioned to help you perform all the functions that are available on your Intranet. 

Infince Mobile is not available in Playstore or Appstore.

Since Intranet Mobile App is custom built for your organization, with organization specific data from your secure, private server, it is not distributed via the public channels like Playstore and App store. It can be downloaded only from your secure Infince Web Application.

Read on to find out how you can
1) Admins can set up the Mobile App for your Organization and 
2) Employees can install the Mobile App on their smartphones

Setting up the Infince Mobile App for your Organization (Android & iOS)

When you subscribe for Intranet Application, the Mobile App is configured  with the default settings. You can customize/white-label it for your organisation.

• Go to Cloud Console and click Administration > Mobile App.
• Provide your App name, Logo & other related information required to white-label your app.
• Check the “Android” and/or “iOS” selection boxes depending on the devices from which your employees need to access the app.
• Click on ‘Request build’ displayed at the bottom right corner.
• Click on “Build History” button on top right to know the status of the build. Once the downloadable file is ready (i.e; build is complete), employees in your organization can follow steps below to get Infince on their mobile.

What happens when you request a Mobile Build?

The Mobile App Build process uses the latest version of the application, applies the theme/customization you specify, and generates a downloadable installation file specific for your organization. Once your Build request is successful, this file will be available for download in the Download App page. f you face any difficulty in this process, reach out to us at [email protected] and our technical team will get back to you within 24 hours.

Installing the Infince mobile app on your smartphones (Android & iOS)

• Once you have built the Mobile App for your organization, all employees can access it by clicking on the “Download App” option next to their Profile page.

• Follow the instructions on the “Download App” page to install the app on your phone.
• If you face any difficulty in this process, reach out to us at [email protected] and our technical team should get back to you within 24 hours.

Do you wish to run email campaigns for your customer base? Or, are you looking for an efficient tool to manage your Customer Support? Perhaps you are already using an application that you wish to integrate with Infince through single sign-on. Infince can help you through all these needs with the click of a button.

Infince provides you with a growing list of applications to manage your business effectively on a low budget. Take advantage of numerous productivity and enterprise applications, including ERP, CRM, CMS, and HRM solutions, hosted on secure cloud environments, dedicated to your need.

Installing a new application on Infince

Only users with Administrative privilege have the permission to purchase/install new applications.

To purchase and install a new application, go to the Cloud Console and click App Store > All Applications.

Various Business applications will be listed on the page. You can use the search bar to find the desired application. Click on “Subscribe” to view the details of the Application and initiate the application purchase/installation.

Review Application features and screens. Click on the Subscribe (or ‘Subscribe Again’ if you are installing a 2nd instance of the application) button to initiate the purchase. 

In the ‘Parameters’ pop-up:

• Set the Application name and modify the application URL as desired. 
• Click on the Next button to view the plans and pricing for the application.
• The plans and pricing details for the Application will be shown on a pop-up.

At any point, if you have queries about the right flavour or storage,contact Infince support The installation is usually complete in a few minutes. You can view the status on Administration -> Servers tab.

The Administration > Servers page would show the status of the Application Server being set up

Once the server is up and running, you can go back to the App Store > Installed Apps and click on ‘MANAGE’ to provision users for this application.

Provisioning users on a business application (Providing Access for employees on business applications)

Click on App Store > Installed Apps. The list of business apps installed already will be listed here. Click the “MANAGE” link on the desired application to provision or un-provision users.
On the “Provisioned Users” tab, all users with access to the application will be listed. 

Click on the “Add User” button to grant access to this application for more users (employees) or guests.

In the pop-up, select the desired role, choose whether you need to grant access to a user, organizational unit or team.

If you choose Organizational Unit/Team, then select the organizational unit/team whose members need access to this application.

Remove provisioning for users

To remove access to already provisioned users, click on the “Remove” icon against that user in the list. 

Requesting for a Custom Application

If the application you are looking for is not listed in the Marketplace, or you have a custom requirement, scroll down on the Marketplace (App Store > All Applications). 

 Click on this card to share your custom application requirement.

A user profile is a collection of information associated with a particular user. It contains information to identify an individual, such as their name, date of birth, profile picture, professional information, roles and access, teams to which the user has been assigned, etc.

View and Edit your Profile

Primary details regarding users are keyed in by an Infince user (with required Administrator permissions)  at the time of adding users. A subset of these fields are available for individual users to edit on their own.

Click on your profile name or the ‘My Profile’ icon to view your profile.

Basic Information

You can view your name, title, employee ID, status, profile picture and change password option. To edit your basic information click on the ‘Edit’ icon. You can change your profile picture by clicking on the ‘Change Display Picture’ icon.

Personal Information

In the ‘Personal Information’ card, you can view the date of birth, gender, primary number, and address.

Click the ‘Edit’ icon in the ‘Personal Information’ section to edit your personal information. In the ‘Edit Personal Info’ pop-up, edit your date of birth, gender, phone number, permanent address, city, country, state, zip, and click the Submit button to update your personal information.

Usage Details

You can view the file storage, mail storage usage, and activity log.

Click the ‘View Activity Log’ link to view your activity log. The activities and corresponding dates will be displayed with the latest activity on top.

Applications Used

You can view the applications to which you have access.

Professional Information

In the ‘Professional Information’ card, you can view your user name, email id, reporting manager, active status on Infince, office location, organizational unit user belongs to, and employees you manage.

Organizational Units and Roles

In this section, you can view the organizational units you have access to, roles assigned to you, access level, role added by, and date.

Teams

The Teams card displays the teams to which you are assigned.

Change/Reset Password

Click on the “Change Password” button in the basic information section to reset your password. In the ‘Change Password’ pop-up, enter your current password, new password and confirm password.

When you sign up for Infince, the application is launched with the default logo and theme. You can change these settings to white label your Enterprise Cloud as per the branding requirements of your organisation.

Note: Only users with relevant administrative permissions will have access to customization.

Changing the Logo

To change the Logo used in your Enterprise Cloud (displayed on Login screens and the top left of your Application), go to Cloud Console and click on the Administration > Settings > Logo and Themes.

In the Logo & Themes page, click on the Choose File button to choose the desired logo image from your PC. Then click on Save to upload the new logo. Transparent logo images (.png file) in rectangular format may be the best choice here. You can also choose a suitable background colour for your Logo.

Changing the Theme/Colours

The 2 other customisation options are:

1. Highlight colour: Choose the colour that you would like to highlight the selected menus and such other elements. In the example above, red has been chosen as the highlight colour.
2. Themes: Choose from a list of preset themes that would decide the background colours and font settings. This will be the default theme for all users, but they can override this by setting a theme of their personal choice (see below).

After choosing the Logo, colours and theme, click on the Save button for the new settings to go live.

Personal Themes

Users can click on the Switch to Dark Theme icon on the top right side of the screen to change to dark theme, which will override the default theme set for their organization. The logo and highlight colour will be as per the organizational setting.

Setting up multiple Office Locations

If your office functions in multiple locations, you can define these under the “Office Locations” menu within Administration > Settings > Office Locations. 

The locations defined here will be listed as options for the “Office Location” field when you add a new user/employee to the organization.

Click on the Add Office Location button to add a new Office location for your Organization.

Organizational Unit Setup

In Infince, you can define the structure of an organization using the ‘Manage Organizational Units’ feature. The default organizational structure consists of a root-level organization and department sublevels displayed in the tree format on the left side. The sample values for the OU levels will be displayed on the right-hand side. You can rename these default names and create the required sub /same OU levels as required to support your organizational structure. For more information, refer to the Organizational Unit Setup article.

Manage Roles & Permissions

Roles in Infince allow grouping of module permissions and assigning them to users or user groups so that they can be provisioned with required access to Enterprise Cloud modules. Roles can be customized to meet specific organizational requirements. For more information refer to the Managing Roles and Permissions article. 

Domain Mapping

Domain mapping allows you to take the corporate branding of Infince to the next level by white-labeling your Enterprise Cloud URLs. It is a one-time process, and the users with Administrative privileges can initiate the same. When the domain mapping is completed, the URLs for Enterprise Cloud, Applications and File share links will change and will be redirected to the new, custom URLs. For more information, refer to the Domain Mapping article