Secure File Transfer
The secure file transfer functionality allows you to send or request a file from a customer or contact from within...
- Home
- Knowledge Base
- Secure File Transfer
Secure File Transfer
These articles cover the use of the Secure File Transfer functionality.
With customer interactions increasing happening online, we created a simple way to request and send files securely to customers or contacts.
-
-
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... -
Send and Request Files from Client
As part of your engagement with clients, there are documents, forms or other files you may need to request from... -
Secure Files Download
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... -
Send and Request Files from Contact
As part of your engagement with clients, there are documents, forms or other files you may need to request from... -
Secure File Transfer – Standard Documents
As part of your engagement with clients, there are documents, forms or other files you may need to provide to... -
Secure File Transfers Permissions
As part of your engagement with clients, there are documents, forms or other files you may need to provide to...