5 Days To Onboarding
Most platforms take months. With Files.com, you’re live in under a week.
Our 5 Day Promise
A dedicated specialist works with you the whole way. From day one, they learn how your files move, shape each step around your goals, and stay with you well after you go live.
Onboarding shouldn't drag on for months. We built a structured, hands-on process that gets your workflows running fast — without cutting corners on control, security, or quality.
By Day 5, you're not just switched on. You're fully running, you meet your compliance requirements, and your transfers are tuned to perform.
What's Included In Every Onboarding Engagement
From day one, you’re paired with a Files.com expert who learns your setup, listens to your goals, and builds a plan that fits your timeline, your compliance requirements, and how your team actually works.
- A dedicated Onboarding Architect working to your goals from day one
- Workflows designed around how your business actually moves files
- Hands-on training and documentation written for your setup
- Every integration tested and checked before you rely on it
- Go-live support and monitoring so the switch happens cleanly
- A 30-day period after launch to tune your workflows and performance
Day 1: Discovery
We start by figuring out where your files live and how they move.
Together, we map your current systems, your file transfer workflows, and what you're trying to accomplish, then pin down what matters most.
We get a full picture of your setup and what you need, including:
- Connecting SFTP servers
- Syncing cloud storage
- Automating data exchanges
- Setting up SSO or your preferred IdP
- Viewing audit logs or connecting to your SIEM platform
From there, we work out what to move first and what your compliance rules require, then build an onboarding plan around it. By the end of Day 1, you have a clear plan that runs from what we found to what we'll do.
Day 2: Configuration
Setting up an environment that fits your team and stays under control.
With the plan in hand, we set up your users, groups, and roles, and wire in Single Sign-On or directory sync if you use it. Your folders and permissions are built to match how your team works together, with the rules and automations your compliance standards call for.
Your specialist makes sure every setting still works as you add integrations and grow. We tune the environment for speed and security, so it handles what you need today and keeps up as the team gets bigger.
By the end of Day 2, your Files.com site is set up, secure, and ready to grow.
Days 3 & 4: Migration & Validation
Move your workflows over and check every detail.
We move your priority workflows into Files.com, rebuilding your existing processes exactly — with no disruption to your daily operations, and no downtime for the partners you exchange files with. Every move is planned and watched closely so your data stays intact, compliant, and reliable the whole way through.
Once your workflows are in, we test every step by running real transfers to confirm they're accurate, fast, and stable. This is where we fine-tune your automations, sort out the integrations, and make sure everything works exactly the way you need before you go live.
By the end of this stage, your Files.com environment matches what you'll run in production — tested, tuned, and ready to go live.
Day 5: Go Live
Today you switch from testing to running for real.
We move your Files.com environment into full production, watch every workflow, and stay on hand to help the moment anything comes up — so the switch happens cleanly.
Our specialists stay close during go-live to check performance, help your team get comfortable, and make sure everyone is up and running.
By the end of Day 5, your platform is live, tuned, and handling your business securely.
Beyond Go-Live: Continuous Commitment
Once you're live, your Onboarding Architect stays involved for 30 more days — adjusting automations, tuning your setup, and watching performance to make sure everything runs the way it should.
And because many Enterprise customers run mission-critical workflows on Files.com, our Enterprise Support team is there after onboarding too — 24/7 access, monitoring, and expert help whenever you need it.
Onboarding FAQ
What enterprise buyers ask about Files.com onboarding.
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