To use File XChange for files, you must install it on your machine as a local administrator. Once installed, you must have at least one File XChange drive configured. It is a good idea to make sure that you have sufficient hard drive space for your File XChange drives. (The amount of space needed will depend upon how many and how large the documents in the drives are.)

 

Install File XChange

1. To install install the File XChange extension, click the File XChange Install toggle switch.
   Once extraction is completed, the File XChange Manager will open so that you can configure your File XChange drives before using them for the first time.
   
   

2. To uninstall, click the Install toggle switch again.
   

Configure File XChange Settings

After installation, the File XChange Manager will appear so that you can configure your File XChange-mounted drives. Because at least one drive must be configured for File XChange files before you can start File XChange, a default drive is created automatically the first time that File XChange is opened. Once it (or another drive that you create) is configured and saved in the File XChange Manager, you can run File XChange.

Access the File XChange Manager

When a File XChange drive is running, the Square 9 File XChange ( 

) icon will appear in your Windows system tray. Right-click on the icon for quick access to the File XChange drive and the File XChange Manager, as well as useful drive information. Double-click on the icon to open the File XChange Manager.

If File XChange is not running, you can still access the the File XChange Manager through the Extensions Manager interface. Open the Extensions Manager in your browser in one of two ways:

• From GlobalSearch, click the Extensions (

  ) icon in the top-right side of the GlobalSearch toolbar to open the Extensions Manager on another tab in your browser.
  
  

• From your Windows desktop, double-click the Extensions (

  ) icon in your Windows system tray.
  
  

In the vertical Extensions menu, select File XChange. Click the More Options (

) icon and from there, click Settings.

Configure Drives in the File XChange Manager

To configure File XChange drives, in the File XChange Manager Drive Management group:

 

Access Settings in the File XChange Tray Menu

When a File XChange drive is running, the File XChange icon will appear in your Windows system tray. This provides useful drive information, as well as quick access to the File XChange drive and the File XChange Manager.

 

1. To access the File XChange tray menu, start Extensions and then right-click the Square 9 File XChange ( 

   ) icon in the Windows system tray and choose from the following options:
   
   

   • Square 9 File XChange – Click to go to the File XChange drive.
     
     

   • Version – Displays the currently running version of File XChange.
     
     

   • Drive Letter – Displays the letter identifying the File XChange drive.
     
     

   • Settings – Click to open the File XChange Manager.
     
     

   • Logout – Click to log out and return your user license token.
     
     

   • Exit – Click to stop the drive.
     
     

2. To go to the File XChange drive, double-click on the Square 9 File XChange tray icon.