Secure File Transfer

Secure File Transfer

The secure file transfer functionality allows you to send or request a file from a customer or contact from within...

Send File to Client

As part of your engagement with clients, there are documents, forms or other files you may need to provide to...

Request File from Client

As part of your engagement with clients, there are documents, forms or other files you may need to request from...

Secure Files Access Pass

As part of your engagement with clients, there are documents, forms or other files you may need to provide to...

Send File to Contact

As part of your engagement with clients, there are documents, forms or other files you may need to provide to...

Request File from Contact

As part of your engagement with clients, there are documents, forms or other files you may need to request from...