Use Auto Upload Enterprise Files with 4 how-to topics: configure auto-upload policies, set upload file types, define member scope, and manage the whitelist; choose a topic from the index and follow the steps to complete it.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Configure auto-upload policies | Free |
| 2 | 2. Set upload file types | Free |
| 3 | 3. Set member scope | Free |
| 4 | 4. Manage the whitelist | Free |
How-to Guide
1. Configure auto-upload policies
Entry: Admin Console → Security Control → Document Security → File Auto Upload
- Open the WPS 365 client, and on the home page click Admin Console in the lower-left area.
- In the left panel, click Security Control.
- In the expanded list, click Document Security.
- Click File Auto Upload to open the auto-upload configuration page.
- Switch between WPS Office, WPS Collaboration, and WPS Mail, then choose the needed rule for each one: Forced Sync, Disable Auto Sync, Default Sync, or Default No Sync.
- Click Save to apply the configuration.
Success Criteria
- Interface result: The sync rule for the selected product line is saved.
- Next step available: You can continue to Settings or Whitelist for more detailed control.
Tips While Using
- You need permission to access the admin console.
- Before saving, confirm that each product line uses the intended rule.
2. Set upload file types
Entry: Admin Console → Security Control → Document Security → File Auto Upload → Settings
- Open the File Auto Upload configuration page.
- Click Settings.
- In Upload File Types, manage the file types that should be uploaded automatically.
- Save the settings.
Success Criteria
- Interface result: The upload file type list is updated.
- Next step available: You can continue with member scope settings.
Tips While Using
- Keep only the file types that need centralized management to make policy execution clearer.
3. Set member scope
Entry: Admin Console → Security Control → Document Security → File Auto Upload → Settings
- Open the File Auto Upload configuration page.
- Click Settings.
- In Member Scope, select the members affected by the rule.
- Save the settings.
Success Criteria
- Interface result: The member scope is updated and shown in the rule configuration.
- Next step available: You can continue to configure whitelist members.
Tips While Using
- Before changing the member scope, confirm which teams or users should follow the rule.
4. Manage the whitelist
Entry: Admin Console → Security Control → Document Security → File Auto Upload → Whitelist
- Open the File Auto Upload configuration page.
- Click Whitelist.
- Click Add to include users who should be exempt from the auto-upload rule.
- If needed, use Remove or Batch Remove to delete whitelist users.
- Save the settings.
Success Criteria
- Interface result: The whitelist member list is updated.
- Next step available: Whitelisted members will follow the exemption rule.
Tips While Using
- The whitelist is useful for special roles or temporary exceptions.