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Getting started
Create a workspace, verify your email, install the desktop app, upload your first files and send a share link — and where everything lives in the app.
Updated 2026-09-21
Create a workspace#
Sign up at app.boita.io/signup with your name, a workspace name (leave it blank and we use your name), your email and a password of at least 12 characters. Every new account starts on the Free plan with 10 GB and no card.
We email you a 6-digit code straight away. It is valid for 10 minutes, five wrong attempts spend it, and asking for a new one cancels the old one. Until the code is entered you can look around, invite people and set things up, but uploads, share links, portals and watch folders wait for a verified address.
Your storage is set up in the background — usually a few minutes. The app says We are setting up the transfer storage until it is ready and emails you when it is. A Samples folder with a short clip, three stills and a README is waiting so the first link takes a minute.
The checklist#
The dashboard keeps a short activation checklist that ticks itself from what you actually do:
- Verify your email
- Install the desktop app
- Upload your first files
- Send a share link
- See your first delivery receipt
- Invite your team (on Free: create an upload portal or invite a teammate)
- Put Boita on your phone (optional)
Dismiss it whenever you like; it comes back only if you ask.
Install the desktop app#
The desktop app is the fast path. It carries the transfer engine inside it, so there is nothing else to install, and it handles whole folders, resume, the queue and watch folders. Download it for macOS or Windows from boita.io/desktop (Linux servers use the agent). Open it once and sign in; from then on the web app shows Engine ready in the header and hands transfers to it.
Without the app, the browser can still send and receive over HTTPS at standard speed where your deployment has a gateway, and recipients can always download.
Send your first delivery#
- Open Files, drag files in or press Upload. The transfer tray at the bottom right shows progress; interrupted uploads continue from where they stopped.
- Tick the files (or a folder) and choose Share, or go to Share links → New link.
- Set an expiry, optionally a password or email verification, type the recipients' addresses, and press Create link.
- Copy the link, or let Boita email each recipient their personal link. The link opens in any browser; recipients need no account.
The receipt for that link — who opened it, who downloaded what, checksums — is on the link's row under Share links. See Share links & delivery pages.
Find your way around#
| Page | What it is for |
|---|---|
| Dashboard | Activity summary, the checklist, what's new |
| Activity | Every action in the workspace, filterable, with a daily digest by email |
| Files | Your storage: folders, previews, media details, versions, import |
| Projects | One page per client job that groups its links, portals and deliveries |
| Transfers | Live transfers on this computer and the history from every client |
| Share links | Deliveries you sent, receipts, defaults, templates, address book, your brand |
| Upload portals | Pages where clients send files to you |
| Watch folders | Folders on your computers that upload (or download) on their own |
| Trash | Deleted items until retention ends |
| Storage | Usage, bandwidth analytics |
| Insights | Delivery funnel, time to open, client reports (Pro and above) |
| Members | People, roles, groups, folder access |
| Security | Two-factor, passkeys, sessions, workspace policies |
| Plan & billing | Plan, payment, referral credits |
| Automations | Rules that act when files land, plus email-in |
| Developers | API keys and webhooks |
| Health | What is fine and what needs attention in this workspace |
| Support | Tickets and the help you are entitled to |
Press ? in the header for help on the page you are on, or ⌘K / Ctrl+K to jump anywhere and run the common actions — new link, new portal, search files, open a project.
Invite your team#
Members → Invite takes an email and a role: admin (everything except transferring ownership), member (upload, share, run portals) or guest (view, and download where allowed). Existing Boita accounts are added immediately; new addresses get a single-use link that lasts 7 days and must be accepted with that email. Seats are set by the plan and count members plus pending invites. See Security & governance for roles, groups and folder access.
Language#
Boita is English only for now: the app, the phone, the delivery and portal pages and the emails we send. There is no language menu.