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Home/Tutorials
Getting Started

Tutorials &
How-To Guides

New to AXIS CloudSync? These tutorials will get you and your team up and running quickly. Built for healthcare, legal, and financial organizations.

Step by step

Quick Start

Up and running in five steps. No IT ticket required -- most teams are live within an afternoon.

01

Step 01

Create your account

Sign up for a free 14-day trial or accept an invitation from your administrator. No credit card required.

02

Step 02

Access the web portal

Log in at your organization's AXIS CloudSync URL. No software install needed to get started.

Web Portal Guide ->
03

Step 03

Install the desktop client

Download and install the desktop sync agent on Windows or Mac so files sync automatically in the background.

Install Desktop Client ->
04

Step 04

Install the mobile app

Get the iOS or Android app for secure access to all your files on the go from any device.

iOS & Android ->
05

Step 05

Enable two-step authentication

Secure your account with 2FA. Required in all HIPAA-compliant environments -- takes under 2 minutes.

Setup Guide ->

End User Tutorials

For everyday users

Everything a team member needs to share files, collaborate, and stay compliant -- no IT background required.

Administrator Tutorials

For IT admins & managers

Set up and manage your organization's AXIS CloudSync environment, users, integrations, and compliance settings.

HIPAA Compliance

Compliance & security guides

Required reading for HIPAA-covered entities and business associates. Ensure your configuration meets OCR standards.

Troubleshooting

Having an issue?

Our FAQs & Troubleshooting page and full Knowledgebase cover the most common setup, sync, and sharing issues. If you can't find what you need, our support team is standing by.

Talk to support

Our team is available to help with setup, compliance questions, and technical issues.