What to do after installing Filemonk

Installing Filemonk changes nothing for your customers on its own. Nothing is delivered until you link a file to a product, so there is no rush and nothing to undo. This guide covers what you are looking at on day one and which parts matter.

The welcome screen

The first time you open Filemonk you get a Welcome to Filemonk screen with a short summary of what the app does, a language button in the top right, and a Get started button.

The language button shows English by default. The language you pick there is used for both the Filemonk app and the download page and emails your customers see. Pick the language most of your customers read. You can set the app and customer languages separately later. See Change the app language for email and the download page.

Click Get started. Filemonk opens the Plans page, where you choose a plan (there is a free one). See Filemonk pricing and plans.

Home, before you have set anything up

After you choose a plan you land on Home, which on day one shows:

A setup checklist, headed Set up Filemonk, with four steps and a running count that reads “1 of 4 steps complete”. Each step has its own button:

Step	Button
Upload a file	Upload file
Link file to product	Link product to file
Add Download button to Thank You page	Add button
Create a test order	Visit store

Work through it and you have a working store. The four steps are covered in Get started with Filemonk.

Status, which is the most useful thing on the page. It tells you whether customers can actually receive files, and says how: via email, via the Thank You page download button, or both. If delivery or order processing is off, the line carries an Enable email delivery or Enable order processing button. See Turn on order processing.

Meet Quinn, your AI copilot and Connect Claude or ChatGPT, two rows in one card. Ask Quinn opens Quinn, Filemonk’s built-in copilot (while you are still setting up, Set up with Quinn sits beside it). Connect now opens Settings > Other > AI connectors so you can connect Claude or ChatGPT. See Connect Claude or ChatGPT to Filemonk. Dismiss the card with the ×.

Latest updates, a row of cards about what has recently shipped, each with a button into the relevant part of the app. You can scroll it sideways. Fix orders from Shopify with Sidekick explains asking Sidekick about Filemonk.

Analytics, which will say Get more orders to see charts at first. It fills in as orders arrive. See See your downloads and sales analytics.

Usage, showing your plan and how much of it you have used. Worth knowing where it is before you need it. See Usage alerts.

Love Filemonk?, which suggests the team’s other apps. Dismiss it with the × if you would rather not see it.

What the menu holds

Menu item	What it is for
Home	The checklist, delivery status, recent updates, analytics and usage
Digital products	Linking your files to the Shopify products customers buy
Content library	Your files, and your licence keys on their own tab
Orders	Every order Filemonk has processed, and where you fix the ones that go wrong
Plans	Your plan and its limits
Settings	Everything else: the download page, email, order rules, PDF protection

Both Digital products and Content library will be empty, prompting you to add your first file or product. That is expected.

What to do first

1. Follow the four steps in Get started with Filemonk.
2. Place a test order before you tell anyone you are open. It is the only way to see what your customers get. See Create a test order.

If you are moving from another download app, read Switch from another app to Filemonk first: the setup is the same, but you have a decision to make about orders the other app already delivered.

Check your setup

Once the checklist shows all four steps complete and your test order delivered a file you could open, you are set up. The delivery status line on Home should say delivery is enabled.

Troubleshooting

The setup checklist disappeared from Home

The checklist is only for first-time setup, and it hides once setup is complete. Nothing is lost: every step it covered is still reachable from the menu, and the guides are all in this help center.

Home says delivery is disabled

Order processing or email sending is switched off, and until one of them is on, customers get nothing. Use the button on that line to turn it on. See Turn on order processing.

I picked the wrong language on the welcome screen

Click Settings in the app’s menu, then open the Other tab. Under Languages, set Use Filemonk in: for the app and Language for emails & Download page for customers. It is not a one-time choice. See Change the app language for email and the download page.

I have orders in Shopify but Orders is empty

Filemonk only handles orders placed after it was installed, and only ones containing products with files linked. Both are normal on day one. To bring earlier orders in, see Process orders placed before you installed Filemonk.

I never saw the welcome screen

It appears once. If someone else on your team installed the app, they will have seen it. Everything on it is available from the menu afterwards.

FAQ

Does installing Filemonk change my storefront?

No. Filemonk works after checkout. Your product pages, cart, and checkout are untouched. The optional Thank you page button and customer account links are added through Shopify’s own extension settings when you choose to.

Will my existing customers be emailed?

Not unless you ask for it. Filemonk starts with new orders. Importing past orders is a deliberate step, with its own choice about whether those customers hear from you. See Process orders placed before you installed Filemonk.

Do I have to pay to start?

No. There is the Start plan, and you can see what each plan includes under Plans. See Filemonk pricing and plans.

How long does setup take?

Uploading one file and linking it to a product takes a few minutes. Most of the time goes on the test order and on deciding your download page, email, and protection settings, which you can do gradually.

What if I uninstall?

Delivery stops and customers lose access to their links, so keep your own copies of the files you sell. See Cancel your subscription.

Related guides

• Get started with Filemonk, the four setup steps in detail.
• Create a test order, to prove it works before you sell.
• Switch from another app to Filemonk, if you are migrating.
• Turn on order processing, if Home says delivery is disabled.