The secure file transfer functionality allows you to send or request a file from a customer or contact from within the database. The interaction and the file are then linked to the client or contact record.
Secure File Transfers uses a secure system that does not rely on sending the files over email, which can have security issues.
Secure File Transfers can be used to send files to a client or contact, or to request a file from them. You can also do both in one request. You may wish to send a form to a client, asking them to complete it and return it to you.
Clients/Contacts will receive an email with a link from where they will be able to download and/or upload the file.
If the client is required to download and upload file/s, they will receive 2 emails.
Possible Issues
- Can’t see the Secure File Transfer sub-panel
- Check the permissions for your user. New roles have been created for the sub-panel and must be applied for the functionality to be visible.
- Either Secure File Transfer – Coordinator or Secure File Transfer – Worker roles must be added to the user.
- No email was sent/received
- Check that the email address on the Client or Contact record is correct.
- If the email address looks correct, contact CDS Support for further assistance.
- Note – the system will continue to attempt to send the email for 3 days if it is unsuccessful e.g. the recipient’s email server is down
Further Information
For further information, refer to the following articles: