Skip to content

Account Setup

Click Account Setup under the Account tab to configure account-wide settings.

Service Plan & Account Information

View details about your account:

  • Service Plan: Current plan, signup date, and available features
  • Account Information: Account name, administrator contact, and company details

Transfer & Expiration Policies

File Delivery Options

  • Set maximum and default expiration periods for file transfers
  • Configure how long transfers remain available after sending
  • Default is typically 7 days

File Expiration Policy

  • Define when files are permanently deleted from LeapFILE's servers
  • Set separate policies for outgoing and incoming transfers
  • Choose from: immediately after download, after X days, or never expire

File Expiration Settings

Incomplete Transfer Notifications

  • Enable alerts for transfers that haven't been fully downloaded
  • Set the number of days before notification is sent

Transfer Archiving

  • BCC all transfer notifications to a specified email address
  • Useful for compliance and record-keeping
  • Archived copies include all transfer details and notifications

Note

File Expiration Policy changes only apply to future transfers, not existing ones.

Security & Authentication

Receiver Authentication Options

Choose which authentication methods senders can use:

  • Email and access code: Recipient enters email and unique code (most secure)
  • Security question: Recipient answers a custom question
  • Email only: Recipient enters only their email address
  • No authentication: Files accessible via link alone (least secure)

Default Receiver Authentication

  • Set the default authentication method for all new transfers
  • Users can override this when sending individual transfers

Upload Security

  • Require registered guest accounts to send files to your users
  • Prevents spam and unauthorized uploads
  • Recommended for organizations with strict security policies

Email Verification Policy

New as of July 2025.

  • By default, external senders must verify their email address
  • Disable verification to allow unverified uploads
  • Recipients will see a warning if sender is unverified

Incoming Transfer Rules

Filter who is allowed to upload to your account by sender email. Configured under Account → Incoming Transfer Rules.

  • Blocking Rules — glob patterns that deny incoming uploads (e.g., *@spammer.com, user?@*, *@{gmail,yahoo}.com). Patterns must contain exactly one @.
  • Exception Rules — glob patterns that override block rules. Use these alongside a broad blocking rule to create a whitelist.
  • Rule Testing Tool — preview how any email would be evaluated.

Whitelist-only posture

To accept uploads only from known clients or partners: add Blocking Rule *@*, then add Exception Rules for each trusted domain (e.g., *@clientfirm.com).

Blocked senders see "Uploads from this sender are not allowed" and can request access, which emails the account administrator. Registered guest-account logins bypass these checks.

Standard Security Questions

Create a list of pre-defined security questions for senders to choose from:

  1. Scroll to Create standard security questions
  2. Enter your questions (e.g., "What is our project code?", "What city is our office located in?")
  3. Click Save

Users can then select from these questions when sending files.

Password Policy

  • Set password expiration periods for all user accounts
  • Force password changes every 30, 60, 90, or more days
  • Enhance security by requiring regular password updates

Inactive Account Policy

  • Automatically disable user accounts after a specified period of inactivity
  • Reduce security risk from dormant accounts
  • Access via Account → Account Setup → Disable inactive accounts policy to configure the number of days of inactivity before accounts are automatically disabled

Content & Feature Management

Secure File Transfer Site URL

  • Change your company's LeapFILE URL
  • Format: https://yourcompanyname.leapfile.com or https://yourcompanyname.leapfile.net
  • Contact support if you need to update this
  • Create a standard HTML footer for all outgoing transfer notifications
  • Add disclaimers, contact information, or branding
  • Appears at the bottom of every transfer notification email

Feature Enablement

Enable or disable major features for all users:

  • Repositories: Toggle internal file storage feature on/off
  • Portals: Toggle external guest portal feature on/off

When disabled, users will not see the Repositories or Portals links in the top menu.

Tip

Use feature enablement to simplify the interface for users who don't need these advanced features.