September 21, 2016

FAQ / Help TED Express

How do I log in to my TED Express account?

How do I reset my login password?

Why am I being asked to enter my Verification when downloading documents?

How do I send & receive documents securely?

How can I see what files I have sent or received?

How do I manage my address book?

How can I resend a document package?

How do I add my TED Express Inbound link to my email Signature?

How do I update my payment information?

How do I close my SecureDock account?

Who do I contact if I need additional help?


TED Express – User Guide

Overview: 

This user guide is intended to provide you with a basic overview of all TED Express functionality, as well provide you with step-by-step instructions for sending and receiving files securely using TED Express. For general questions, account inquiries, or technical support, please visit www.secure-dock.com/support.

 

Account Login

You can access your TED Express account using any of the three methods listed below.

1. Standard TED Express Login Page (Direct Link): www.mysecuredock.com/express

2. Your Outbound Quick-Login URL
To make logins easier, all TED Express users are provided with a TED Express Outbound Quick-Login URL which allows you to access your TED Express account right from your desktop or Internet browser bookmarks bar. *No username and reCAPTCHA is required. Your Quick-Login URL is located on the My URLs page once you have logged into your account.
Watch Video Tutorial

3. SecureDock Website
Visit www.secure-dock.com and click on Login. Then select TED Express Login to be directed to the standard TED Express Login page. 

Password Reset
To reset your login password, click on the Forget your ID or password link located on any standard TED Express Login Page www.mysecuredock.com/express. Once you have entered your username or email address, you will be sent two emails containing your new login information.

Reset Password Image_

 

 

Sending Documents Securely (Outbound)

To send documents securely using TED Express, first make sure you have logged into your account, and are on the Send Documents page. From there, follow the simple instructions listed below or Watch this Video Tutorial

Send Documents Securely Image

 

Step 1: Enter all of the recipient email(s)
Enter one or more email addresses or select recipients from your contacts.

Step 2: Choose the documents(s) that you want to send
Open any file folder on your computer, and then drag and drop multiple files into the selection field, or click on the “Browse” button to manually select one or more files from your computer.

Step 3: Enter security information (See Below)

– Access Code (Optional Second-Level Authentication)
Access Codes allow you to add additional security / second-level authentication to your document package. Simply input a code into the field provided (Up to 40 characters, letters, numbers, special characters, and spaces are acceptable). Your Default Access Code can be changed in your account Settings.

Note: It is the sender’s responsibility to provide the Access Code to your recipient(s). It is highly recommended that this be done verbally, or by any other secure method of communication. Do not include the Access Code in the message section as it will appear in the email notification (not secure). Access Codes can be reused. 

– Link Expiration Time
Select the amount of time that you wish your download link to be available (24 hours, 48 hours, 72 hours, 7 days or 14 days). Once a document package has been sent, and the Link Expiration time has been reached, the download link will no longer be available to your recipient. Your default Link Expiration can be changed in your account Settings.

– Set Max. Number of Downloads
Select the number of allowed package downloads per recipient. (1, 3, 5, 10, or Unlimited). Default Max. Downloads can be changed in your account Settings.

– Reference ID (Optional)
Your Reference ID is intended to help you keep track of specific document packages by allowing you to add your own specific identifier to your document package. This Reference ID is only available to you, the account holder, and will only be displayed in your Sent Items log.

– Add a Message (NEW FEATURE)

– Instructions to Recipient (Optional)
This message will be displayed within the body of your recipient’s email notification and is not part of the secure package.

– Secure Message to Recipient (Optional)
To include a secure message for your recipient(s), simply input your message in the field provided. This secure message will automatically be encrypted upon delivery and will only be visible to your recipient after the document package has been verified and downloaded.

Secure Message Features Image

 

Receiving Documents (Inbound)

As a TED Express account holder, you have the ability to receive document packages securely from clients and associates right from a unique encrypted link. This link can be placed directly on your company website or email signature block. Your TED Express Inbound Link (URL) can be found on the My URLs page once you have logged into your account.

 

How does this Inbound link work?
Whenever your clients or associates click on your TED Express Inbound Link, they will be directed to your Secure Upload Page. From there, they can select the documents from their computer to upload and send to you securely. (Instructions for setting up your email signature link are available HERE )

Downloading Documents
Whenever a document package is sent to you from your TED Express Inbound Link, you will automatically receive an email notification containing a download link. To download the document package, simply click on the Download Now button located in your email notification. You will then be asked to enter your Verification. Your Verification is your TED Express account password.

Unzip / Extract  File(s)
TED Express delivers packages in zip-file format. To unzip/extract the files from the SD_TED_Docs folder, simply select the documents in the folder and then drag the file(s) to any location on your computer such as your desktop or My Documents folder. You can also extract/unzip all of the documents at the same time by clicking Extract All, and then follow the instructions. Learn more about using Zip Files

Note: Document packages can also be downloaded directly from your Sent Items or Received Items pages (more info below).

 

Downloading Documents from your Sent or Received Items Logs
Document package may also be downloaded directly from your Sent Items or Received Items logs. To do so, simply the document package you wish to download, then click on the status icon of the document package you wish to download. Then, click the Download Docs option from the drop-down menu.

Download Docs Received Items Image

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Sent Items

Each time that a document package is sent out from your TED Express account, a detailed record of that transaction will be saved in your Sent Items log. This log is intended to provide you with a detailed history of all of your sent items, while also providing you with a variety of advanced reporting tools designed to help you better manage your secure document packages. Your Sent Items log can be accessed from the main navigation menu located on your TED Express landing page once you have logged into the system.

Your Sent Items log displays the following information:

– Date – Shows the date the package was sent to you (Central Time).

– Sender – Shows the sender’s name and sender’s email address.

– Status – Shows the current state of the file package.

– In Transit – The file package is being delivered to your recipient’s email inbox.

– Pending – The file package is awaiting download.

– Complete – The file package has been downloaded.

– Expired – The file package has reached its Link Duration Time and is no longer available.

– Rejected – The file package has been rejected by your recipient’s email server.

– Canceled –The file has been manually canceled.

– Shredded –The file package has been manually or automatically shredded.


Package Options
(Sent Items)
Your package options allow you to perform essential tasks for any selected document package.These options will be applied to the entire document package (and all included recipients) and are available by clicking on the status icon of the document package your viewing.

Sent Items Package Options

– Cancel Package – Will cancel the electronic link of any current file package that is marked pending or completed (download link will no longer be accessible for your recipients)

– Download Docs – Will download the contents of the document package directly onto your computer.

– Export History – Downloads a detailed copy of the entire history/activity log for that package.

– Forward – Forward the selected file package to others securely. This option will also allow you to add or remove specific documents from the package before sending.

– Shred Docs – Permanently shreds the contents of your document package.

Note: After a document package has been shredded, the file will no longer be archived for later use. All log records of actions taken will be stored in the package history details. 

– Edit Data – Modify / Edit Reference ID for selected document package.

 

Recipient Options (Sent Items)
These actions, listed below, can be performed on a given document package. This includes the ability to Extend, Resend, Edit, Cancel, and Forward the selected package. To access these options, click on Sent Items and then click the + sign next to the package you wish to view. Then click on the Recipients tab and left-click on the recipient you wish to take action.

Sent Items Recipient Options Image

– Extend – Extend/modify the Link Duration Time for any individual file package.

– Set Max Downloads – Set/modify the number of allowed downloads for any selected recipient.

– Resend Package – Resend the document package to any selected individual.

– Edit Email Address– Edit the email address of any selected individual. Once completed, the document download link will be sent to the updated email address.

– Cancel Package – Cancel any current file package (download link will no longer be accessible for your recipients)

– Forward – Forward the selected file package to others securely. This option will also allow you to add or remove specific documents from the package before sending.

 

Document Package Details + (Sent Items)
For more detailed information about your document package, click on the + sign to view Package Details.

Sent Items Package Details

– Files – Shows File Name & File size

– Recipients – Shows the name and email address of all individuals included in the distribution, as well as the current link expiration time and package status for each individual listed.

– Downloads – Shows detailed information about when or if the package was downloaded.

– History – Shows detailed log record of all actions taken along with timestamp and IP Address information per action.

Emails – Shows all email notifications and email event history for any selected document package.

Messages – Shows all messages and/or instructions included in any selected document package.

Received Items

Your Received Items log provides you with a visual log of all file packages that have been sent to you. Your Received Items log can be accessed from the navigation menu on the left side of the TED Express landing page. The information displayed in your Received Items Log Includes:

– Date – Shows date the package was sent to you (Central Time)

– Sender – Shows the sender’s name & sender’s email address

– Type – Shows the location where the package originated from (could be from your TED Express Inbound Page, or Personal TED Express Page “Reply Link”)

– Status – Shows the current state of the file package:

– Pending – The file package is waiting to be downloaded.

– Complete– The file package has been downloaded.

– Expired – The file package has reached its Link Duration Time and is no longer available.

 

Package Options (Received Items)
Your package options allow you to perform essential tasks for any selected document package.These options will be applied to the entire document package (and all included recipients) and are available by clicking on the status icon of the document package your viewing.

Received Items Package Options

 

Document Package Details + (Received Items)
For more detailed information about your document package, click on the + sign to view Package Details.

Received Items Package Details Image

– Files – Shows File Name & File size

– Recipients – Shows the names and email addresses of all other individuals included in the distribution.

– Downloads – Shows detailed information about when or if the package was downloaded.

– History – Shows detailed log record of all actions taken along with time stamp and IP Address Information per action.

– Emails – Shows all email notifications and email event history for any selected document package.

Messages – Shows all messages and / or instructions included in any selected document package.

 

 

My URL’s

The My URL’s page provides you with all of the vital URL’s relevant to your SecureDock Account. These URL’s Include your TED Express Outbound Quick Login URL, as well as your TED Express Inbound URL(s)

My URLs Image

TED Express Outbound – Quick Login URL
This URL is intended to provide you with a quick way to access your TED Express account from your desktop or internet browser. This URL is unique each individual user who logs into the system and can be used as a direct login link on your desktop or your internet browser bookmarks.

TED Express Inbound URL
This URL allows you to receive documents securely from your clients and associates.

How does this work?
Once you have registered and activated your account, you can find your Inbound URL on the My URLs page under. You can then follow the instructions below to place the link anywhere convenient for your clients to access. We recommend placing the link directly in your email signature block, or on your company’s website. Whenever the link is selected, the sender will e directed to your TED Express Inbound landing page, where they can upload and send you documents securely.

1. Highlight and copy your TED Express Inbound URL to your clipboard

2. Paste the link into your email signature or company website to start receiving files securely. (More Instructions are available HERE )

Watch Video Tutorial

 

 

Smart Contacts (Address Book)

Your TED Express Smart Contacts allows you to manage your SecureDock address book right from your TED Express landing page. Follow the instructions below to set up your Address Book.

Smart Contacts Image

Add new contact

1. Click on the Smart Contacts Icon located to the right of the email address field.

2. Click Add a new contact

3. Enter the Display name and email address of the new contact you wish to add to your list.

4. Click Save Contact

 

Selecting Contacts from contact list

1. Click on the Smart Contacts Icon located to the right of the email address field.

2. Select each contact you wish to add to your distribution.

Tip: Multiple contacts can be selected at once by clicking and holding the Shift or Ctrl button while making your selection. 

3. Click To:

4. Click OK to complete your recipient selection.

 

Add new Distribution List

1. Open your address book window.

2. Click on Add a new distribution list

3. Input the name of your new distribution list.

4. Add contacts to the distribution list by selecting each contact you wish to add to your distribution list.

Tip: Multiple contacts can be selected at once by clicking and holding the Shift / Ctrl button while making your selection. 

5. Click Add selected contacts

6. Click Save List

 

Account Settings

Your account settings allow you to manage your account information such as your general profile information, billing information, security settings, email notifications. To access your account settings, you must first log into your TED Express account and click on the “Settings” tab.

Account Profile
Includes basic account login information such as Username and Email Address.

Billing Information
Credit Card Information associated with the account. Must be valid to continue service. Billing information includes the following:

Billing History
Detailed billing history that displays the Action Date, Billing Notes, and Bill Through Date.

Security Settings
Set the default Inbound and Outbound Access codes as well as the default package expiration time for all Inbound and Outbound document packages.

TED Inbound Access Code
Optional 2nd-Level Authentication for all Inbound document packages. This access code must be entered along with your standard Verification to download any incoming document packages sent to you via your TED Express Inbound URL.

– TED Inbound Package Expire
Default Link expiration time for all Inbound document packages. Refers to the amount of time that document packages can be downloaded from within your TED Express Inbound Email Notification.

– TED Outbound Access Code
Optional 2nd-Level Authentication for all Outbound document packages. This access code must be entered by your recipients along with their email address to download document packages sent to them.

– TED Outbound Package Expire
Default Link expiration time for all Outbound document packages. Refers to the amount of time that document packages can be downloaded by your recipient(s) from within their TED Express Email Notification.

Email Notifications
Set Default email notifications for all sent and received document packages, as well as option CC and BCC information.

Email notification confirming that your document package has successfully been delivered.

– CC / BCC Options
Add additional recipients to receive TED Express email notifications. Multiple email address can be added (must be separated by commas).

Optional Contact Information
To be used for internal and/or administrative purposes.

Change Password
Allows you to change your TED Express login password. Password must contain at least one capital letter, one lower case letter and a minimum length of 8 characters.

Close Account
Manually deactivate / opt-out of your SecureDock account. This option will cease billing at the end of the applied billing term. Account reactivation is available by request.

 


Minimum System Requirements

 

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PC

Operating System: Windows 7, Windows 8, Windows 10
Browser: Internet Explorer 9.x or higher, Firefox 28x or higher,  Chrome 33.x or higher.
Memory: 2GB RAM recommended
Network Compatibility: Ethernet Card or Wi-Fi

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MAC

Operating System: OSX 10.5 (Leopard), OSX 10.6.X (Snow Leopard or higher)
Browser: Safari 5.x or higher, Firefox 28.x or higher, Chrome 33.x or higher
Memory: 2GB RAM recommended
Network Compatibility: Ethernet Card or Wi-Fi

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Need any extra help?

Our technical support staff, located in Irvine, California, will be happy to help.

Email us at

support@secure-dock.com

or

Call us direct at

(949) 387-5400