How to view and manage packages in the MASV Transfer History

Monitor and manage package transfers in the MASV Transfer History

The MASV Web App Transfer History is an important package management and inventory tool for MASV Team Owners, Admin, and Members.

This page includes the following topics:

Overview
Sort packages and customize the Transfer History
Filter packages in the Transfer History
Manage packages in the Transfer History
Export Transfer History records

Overview

The Transfer History is organized into two tabs:

Sent: Includes all the packages sent by your Team (no Portal used).
Received: Includes all packages transferred to your Team through a MASV Portal.

You can view, sort, and filter the packages listed in the Transfer History. In addition, you can manage packages by taking actions such as editing the expiry date, downloading or getting a package link, saving the package to an integration, or deleting a package. You can also export the Transfer History to a CSV file.

masv-transfer-history The Transfer History in the MASV Web App is an important hub for managing packages.

The Transfer History includes columns for the following information:

Status: Icons indicate if the package is Active , Expired, In Progress, or within 3 days of expiry.
Created: Lets you view and sort packages by the date the package was created.
Storage Expires: Lets you view and sort by the package expiry date. If a package is set to Unlimited, it appears at the end of the list (after oldest packages). If packages are set to expire beyond the free days of storage included in your plan, a dollar sign icon displays to the left of the expiry date to indicate that Extended Storage fees apply.
Package Name: Lets you view and sort packages alphabetically by the name of the package.
ID: Displays the package ID, which can be used for tracking and troubleshooting.
Portal (Received tab only): Lets you view and sort by the name of the Portal used for the package.
Tag: Displays the optional tag associated with the package. Tags are keywords you can use to identify packages for project management and billing (they appear on your billing log). Team Owners and Admin can manage tags in Features & Settings > Tags.
Sender: Lets you view or sort by the email address of the person or system that sent the package.
Recipients: Lets you view the email address of the person(s) or system(s) set as the package recipients. If integrations are included, the email address automation@masv.com is listed.
Size: Lets you view or sort by the size of the package.
Downloaded: Lets you view or sort by the amount of data downloaded. For example, if a package of 5 GB is downloaded by three recipients, the Downloaded column will show 15 GB.
Teamspace: Displays the Teamspace associated with the package. Only Teamspace members will have access to the package.
Actions: Provides a menu icon for access to package management commands.

Sort packages and customize the Transfer History

You can sort the packages by ascending or descending order based on most of the column categories. You can also customize the presentation of the columns in the Transfer History by hiding or showing only the columns you want or by changing the order of columns (from left to right).

To sort and customize the view of your Transfer History

In the MASV Web App, select Transfer History from the sidebar on the left.
Select the Sent or Received (Portal transfers) tab.
To sort the packages list, hover over any of the following column headers, and click the arrow that displays: Status, Created, Storage Expires, Downloaded, Package Name, Sender, Size. You can click the arrow to toggle between ascending or descending order.
To customize the columns in the Transfer History, select the Toggle Columns button, and do any of the following in the dropdown menu:
1. Hide or show columns: Enable the toggle for the columns you want to display.
2. Change the order of columns: Select the handle that appears to the left of the column name, and drag it to the position you want: Top of the menu corresponds to the left side of the Transfer History; bottom of the menu corresponds to the right side of the Transfer History.

Filter packages in the Transfer History

The Transfer History provides quick filters and advanced filtering to help you search and organize your packages. transfer-history-filtering

For example, you can...

Find packages that are expiring soon so you can confirm that they've been downloaded or extend the expiry date if they are still needed.
Find packages that are costing you (or will cost you) Extended Storage fees.
Filter packages by their status: Active, In Progress, Expired, Archived.
Apply Advanced Filters to filter by any of the eight different fields: Name, Sender, Portal, Tab, Teamspaces, Created Date, Expiry Date, or Extended Storage.

To filter the Transfer History

In the MASV Web App, select Transfer History from the sidebar on the left.
On the Transfer History page, select the Sent or Received tab.
Do any of the following:
1. Status: To filter packages by status, select the arrow in the Status box and enable the toggles for the status you want to display: In Progress, Active, Expired, Archived (off by default).
2. Expiry: To display only the packages that are going to expire, according to the expiry date, select the Expiring Soon button.
3. Extended Storage: To display only the packages that are eligible to accrue Extended Storage costs, select the Extended Storage button.
4. Advanced Filters: To create a custom filter, select the Advanced Filters button, and define any of the following criteria for your filter:
  1. Name: Search by entering a Package Name (any part of the name).
  2. Sender: Select the email address(es) of the people who sent the packages.
  3. Portal: Select the Portals that were used to deliver the packages.
  4. Tag: Select the tags applied to the packages.
  5. Teamspaces: Select the relevant Teamspaces.
  6. Created Date: Select a date range by choosing a Created Date From and Created Date To.
  7. Expiry Date: Set an expiry date range by choosing an Expiry Date From and an Expiry Date To.
  8. Extended Storage: Enable the toggle to display only packages eligible for Extended Storage fees.
Select the Refresh button to apply the filter.
When you are done, you can clear the filter by selecting the Clear button (X icon that appears to the right of the Advanced Filters criteria). Only the Status filter remains active after you select Clear.

Manage packages in the Transfer History

The Transfer History lets you manage package by providing access to key information and actions. From the Actions menu, you can access the following commands for active packages:

Export Transfer History records

You can export records in the Transfer History as a CSV file. You can export all the records or a subset of the records based on what is currently displayed on the page or by applying a filter to the records.

To export Transfer History records to a CSV file

In the MASV Web App, select Transfer History from the sidebar on the left.
On the Transfer History page, select the Sent or Received tab.
if you want to export records that meet specific criteria, apply the filter you want.
Below the list of records, select the Export to CSV button.
In the Export Received Packages or Export Sent Packages window, select one of the following:
1. Export current page: Only the currently displayed records are exported to the CSV file.
2. Export all packages: Select the subcategory you want: Export with Filters to export only the records that match the current filter settings or Export without Filters to export all records.
3. Select the Export button to create a CSV file that is automatically generated in your Downloads folder.

masv-export-transfer-history