The Mobile Sync & Work

Platform for your Business

Access and share files with your Team from any device, anywhere

Using The Service - End User

What We’re Going to Cover

Using the Service - End User How Soonr Works

The Dashboard, Favorites, and Recent Changes

Project, Folder & File Views; Managing Files

File Versioning

Delete, Undelete, Restore

File Status, Locking, and Branching

Search

How Soonr Works - Key Components

3

The Soonr Service

eu.soonr.com and vip.soonr.com

Sync & Collaboration Service

Soonr Desktop Agent

Desktop integrated sync agent

Soonr Mobile Access

Mobile access via Browser

Mobile App for content creation,

editing, and annotation

How Soonr Works: Soonr Service

The online Service is the central hub of Soonr

Dedicated, HIPPA-compliant, secure, redundant facilities

Long term data repository; redundant file storage per location

Centralized synchronization & control for all user accounts

Provides for both Agent-based and Web-based access

Provides access to, and display of, user content

Converts files for rapid, device-optimized rendering

Executes restore, send, print, fax and other actions

Provides for Enterprise administration features

Active Directory integration

Reporting; Collects and maintains details of access history

"Super Admin" access level is available

Provides a settings area for account configuration

How Soonr Works: Desktop Agent

Establishes and maintains an encrypted SSL

connection to the Soonr service

Manages sync, backup, and restore of projects, folders,

and files between the computer and the server

Constantly monitors local projects, folders, and files in Soonr

Workplace, then sends changes to the Server

Accepts updated projects, folders, and files from the Server,

and stores them locally in Soonr Workplace

Acts as a control panel for user to configure Soonr

settings

Project sync settings; Backup settings

Network connection usage

Available for Windows and Mac

How Soonr Works: Mobile Access

Remote access via a computer or mobile device is

available using a web browser

Browser-based access supports file viewing, file management

(rename, delete, etc.), download, upload, and public links

Complete account administration via web browser

Projects, Teams, Comments, Notifications, etc.

Local "Mobile Agent" apps are available for certain

mobile devices (iPhone, Android, Blackberry)

Mobile Agents provide for a more integrated file sync

experience, much like the Desktop Agents

Dashboard - Favorites

Favorites can be viewed on the Favorites tab of the Dashboard page

Favorites are indicated by a yellow star to the left of a Project, Folder, or File

Favorites

At any Project, Folder, or File level view, click the star to toggle favorites

Favorites

Any Favorite file will be downloaded to, and made available on, mobile devices

See Favorites view and Projects view of a mobile device below

These Favorite selections are synchronized with the Soonr service

Dashboard - Recent Changes

The Recent Changes tab provides quick links to recently-changed files

Project View

The Project View is the top level view in the Project/Folder/File structure

Navigate into Projects, Folders, and Files simply by clicking on them

Project View

Level-sensitive drop-down menus are also available at the right side of the

Project list, Folder list, or File list.

Project, Folder, & File Menu Levels

Drop-down menus are "level-sensitive", and display somewhat different options

for Project level, Folder level, and File level;

The Project, Folder, and File level Icons are indicative of the current view level

Project Level

Folder Level

File Level

Folder View - Managing Files

Navigating into a Project, and then into a Folder, we have the Folder view

We can View, Upload, Download, Rename, Copy, Print, Fax, and more

Folder View - Adding Files to Project

From the Folder level menu, select the Upload option, then use the file

navigator to select a file

Folder View - Adding Files to Project

Alternatively, the simplest and fastest way is to open the Project from inside

the local Soonr Workplace folder, then drag-and-drop the file

Versioning

Soonr maintains older versions of each file for up to 180 days

To view them, select "previous versions" from the File level menu

As depicted below, a list of previous versions will be provided

Previous versions do not count against storage quotas

On one of the previous versions of the file, see the options available on the drop-

down list box

Previous Versions

Current Version

Versioning

Menu options for versioning control enable a variety of actions;

The revert option will post the current version to the previous version list, and then

copy the reverted version to the current position. There will be a net increase in

the number of versions as a result. Version history is maintained.

The current version option will simply open the current version for viewing

The details option will display the details for the selected version

The download option will launch a local operating system file navigator so that you

can download the selected file version to your local machine

The restore option is explained in the next section

Delete, Undelete, Restore

The option to delete a file is available on the File level menu Deleted files are maintained on the server for 180 days, and do not count against storage quotas

To view deleted files, select "show deleted" from the Project or Folder level menu

To undelete a file, choose the undelete option from the file popup menu as shown below

Delete, Undelete, Restore

Restore Restore is used to recover a file from the Soonr service and save it on the local machine

Restoring from Computer Backup versus from a Project provide slightly different options

Restore is not available for Projects that you do not own

Restore from Backup

Restore from Project

File Status and File Locking

File icons in Soonr Workplace indicate file

status

To lock a file, right click on the icon and

select "Lock For Me"

Local

Lock

Icon

Remote

Lock

Icon

Sync'd

Icon

Un-Sync'd

Icon

Sync'd icon indicates full

synchronization with the server

Un-Sync'd icon indicates the file

is Sync'ing, or is yet to Sync

Lock icons indicate local or

remote lock based upon color

File Locking and File Branching

Editing and saving a file that is locked by a remote user will create a branch

The branched file is named after the user See tiger.docx and tiger (Jeff Rinzler).docx below

Branching will also occur without a lock if a "file conflict" occurs A file conflict is declared when the same file is modified and saved by two or more people at

the same time. The branching will ensure that none of the individual edits are lost.

File Branching vs. File Versioning

Version 1 Version 2 Version 3 Version 4

Open, Edit,

Save

Jane Doe

John Smith

Open, Edit,

Save

Open, Edit,

Save

Open, Edit,

Save

FILE

CONFLICT

Version 1 Version 2

File Branch

Named After

John Smith

Open, Edit,

Save

File Branching occurs upon conflict

User name appended to branched file

File Versioning applies to each branch

Conflict detected even without file lock

OPEN

SAVE

Search

Soonr Search capabilities are global in scope, and can be finely tuned For advanced search as shown, select the "search" option from the Project level menu; Or use quick search

Search any Computer, Project, or Folder that is shared with the user

Search by keyword, file types, and modification date

Quick Search