As part of your engagement with clients, there are documents, forms or other files you may need to provide to other agencies on their behalf.
When sending files electronically, security is an important concern.
The secure file transfer functionality allows you to send or request a file from a contact from within the database. The interaction and the file are then linked to the contact record.
When you send a secure file transfer request to a client, they will receive an email with a link to download the required file/s from secure storage.
The email will look similar to this:
Instructions for the client:
Step 1. Click the Download Files link (or copy the securefiles URL and paste into a browser window)
Step 2. Enter your email address in the Verify page
You must use the email address where you received the original email.
Step 3. Click Submit
Step 4. A token will be sent to your email address, and the following page will be displayed:
Step 5. Check your email for the verification email
Step 6. Either click the Verify email link, or copy the token into your browser window.
If copying the token, click Verify
The message will then be displayed, along with a link to download the file.
You can download instructions for your customer here:
For further information, refer to the following articles: