FileCloud - License Purchase And Renewal

1. Log into https://portal.getfilecloud.com
2. Click the New license icon.
   

   

   
   
   
3. In the Buy FileCloud window, click Online or Server.
   

   

If you choose Server, the next window prompts you to choose Essentials, Advanced, or Service Provider.

If you click Advanced or Service Provider, in the window that opens, choose an option for contacting Sales and making your purchase.

If you choose Essentials, an Order details window opens.

1. Move the Number of Users slider to indicate the number of users to include on the license.
2. Choose a support option.
3. In Licensed Site URL, enter your site address.
4. Click Checkout.
5. Perform the checkout process, below.

If you choose Online, the next window prompts you to choose Essentials, Advanced, or GovCloud.

If you click the GovCloud, in the window that opens, choose an option for contacting Sales and making your purchase.

1. Move the Number of Users slider to indicate the number of users to include.
2. Choose a support option.
3. In Licensed Site URL, enter your site address.
4. In Preferred Region, choose the region where you want your server located. 
5. Click Checkout.
6. Perform the checkout process, below.

Note: If you are an MSP and want to renew an SPLA License, please follow the purchase a new license instructions, above. 

1. Log into https://portal.getfilecloud.com
   Note: Enter the email of the license holder. To change the license holder email, please contact sales@codelathe.com.
   

   

   
   
   
2. If you don't see the license you want to renew on the initial dashboard page, click View all to view all of your licenses.
   (You can also expand the Sites link in the navigation pane to see navigation links to all of your licenses.)
   

   

3. Find and click the license that you want to renew.
   

   

   
   A screen that displays the license details opens.
4. Click the Renew button.
   

   

   
   An Order Summary opens.
5. Follow the checkout process, below.

1. Log into https://portal.getfilecloud.com
   Notes: Enter the email of the license holder. To change the license holder email, please email sales@codelathe.com.
   

   

   
   
   
2. If you don't see the license you want to add users to on the initial dashboard page, click View all to view all of your licenses.
   (You can also expand the Sites link in the navigation pane to see navigation links to all of your licenses.)
   

   

3. Find and click the license that you want to add additional users to.
   .

   

   
   A screen that displays the license details opens.
4. Click Buy extra seats.
   

   

   
   A checkout window opens. The number of extra seats is set to 1 by default.
5. If you want to purchase more than 1 extra seat, move the Number of Users slider to indicate the number of seats you want to buy.
   

   

6. Click Checkout.
   An Order Summary opens.
7. Follow the checkout process.

1. Look over the order summary, and if necessary, edit the billing details:
   

   

2. Click Checkout.
   

   

   .
3. Enter your credit card number, and click Pay Now.
   A confirmation window appears.

4. Click Dashboard in the navigation pane to see an icon for your new pending license:
   

   

1. Look over the order summary, and if necessary, edit the billing details:
   

   

2. Optionally, enter a P.O. Number and any Notes for FileCloud Sales.
3. Click Save Quote.
   The Billing screen opens.
4. Your order appears under Orders History with the status QUOTE.
   

   

5. Click the More (triple-dot) icon in the row for the order, and either:
   • choose External Link and copy the link,
     or
   • choose Download as PDF and save the PDF.
     

     

6. Send a purchase email to sales@codelathe.com with the quote link included or the PDF attached.

7. Once FileCloud begins to process the license, it is overlaid with a pending icon.
   

   

   
   

    

   When processing of the license is complete, the pending icon disappears. Now you can download and install the license.

1. Look over the order summary, and if necessary, edit the billing details:
   

   

2. Click Save Quote.
   The Billing screen opens. Your order appears under Orders History with the status QUOTE, and remains there unless you delete it.
   

   

3. When you are ready to continue, return to the Billing screen and perform one of the actions in Manage orders, below.

1. Log into https://portal.getfilecloud.com
2. In the navigation pane, click the Billing link.
3. To the right of the order, click the More (triple-dot) icon.
   

   

4. You are given options to view the order in another link, delete it, or download it as a PDF.
   If you click External Link, you can copy the link and send it to another user to view the order or you can send it to FileCloud to purchase it. You can also send a copy of the PDF to FileCloud to purchase the order.