Method 3: Have you or your clients upload documents directly to your Virtual Safe using a Direct Upload URL.

Instructions:

1. 1. 1. 1. To have files uploaded directly to your Virtual Safe, right-click on the safe (or click on the context menu) and select the Direct Upload URL option from the drop-down menu.
         2. From the pop-up menu, click “Copy URL to Clipboard” and then paste the link in a location of your choosing (e.g., new email, signature block, company website, etc.). You can also control upload description text and email notification settings here.
         3. Once the link has been placed, you or your clients can begin collecting documents securely using this method.

To send documents securely from within our Virtual Safe:

Watch Video Tutorial

Instructions:

1. 1. Right-click on the safe title, folder, sub-folder, or individual document title you wish to send.
   2. Click the “Send Files” option from the drop-down menu.
   3. Once your items are selected, you will automatically be redirected back to the Send Documents page where your preselected items will be displayed and ready to send.
   4. To complete the outbound file transfer, click the “Send Documents Securely” button at the bottom of the form. If additional items need to be selected from your virtual safe, you can also click the “Browse my virtual safe files” button to continue selecting additional documents.
   5. Right-click on the safe title, folder, sub-folder, or individual document title you wish to send.
   6. Click the “Send Files” option from the drop-down menu.

 

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Download Document From Your Virtual Safe

Watch Video Tutorial

To download or preview documents from within your Virtual Safe:

Instructions:

1. 1. Right-click on the specific safe, folder, or subfolder that you wish to view.
   2. Click the “Download Files” option from the drop-down menu.
   3. A copy of the file(s) will be downloaded to your computer.

_  

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Sharing Safes

With the Virtual Safe, you now can share or give permissioned access to specific storage safes for team members or outside individuals. Below are instructions on how to share safes with colleagues in your organization or with outside individuals (non-account holders).

Watch Video Tutorial

Sharing with colleagues

To share safes with other members within your organization or designated access group, first, click on the Share Safe button located at the top of the My Virtual Safes page. This will open a dialog showing your list of available colleagues as well as options to manage your sharing permissions.

While on the Colleagues Tab, scroll or use the search bar to select the individual you wish to share your safe with. Then, click the Edit Permissions button to select which storage safes and permissions you would like to give this user.

Once your sharing permissions have been set, click the Save button to save your changes.

Sharing Permissions:

Read Only: Allows individuals to only download and send content within a shared safe.

Allow Access: Allows individuals to download, edit, and send content within a shared safe.

 

*Once your sharing permissions have been set, your colleague(s) will then be able to log in to their existing SecureDock account(s) and will see your shared safe displayed on their My Virtual Safes page, highlighted in BLUE indicating that the safe has been shared by you.

Viewed from colleague’s perspective 

_  

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Reports

SecureDock reports offer real-time tracking of your sent and received file packages, providing you with valuable insights and control over your document management. With these reports, you can easily monitor the status and progress of your file transfers, ensuring that they are secure and accessible whenever you need them. Additionally, the reports empower you to perform various operations to enhance the security and organization of your files, allowing you to maintain complete control over your document management processes.

Sent Items

The Sent Items report in SecureDock provides a comprehensive and chronological list of all your outbound transactions, with the most recent ones displayed at the top. This report serves as a valuable tool for tracking and managing your secure file packages effectively. Additionally, the Sent Items report offers a range of advanced reporting tools that enable you to gain deeper insights into your file transfers and enhance your overall management capabilities. You can access this report either through your dashboard or by navigating to the Reports tab in the navigation menu.

In the Sent Items report, you will find the following data associated with each sent document package:

1. Transfer Date / Time: This indicates the date and time when your document package was sent. The time zone used is Central Time.
2. Recipient: The recipient’s email address is displayed, allowing you to identify who received the document package.
3. Status: This column shows the current status of the file package.

The possible statuses are:

• • In Transit: The document package invitation email is in the process of being delivered to the recipient’s email inbox.
  • Delivered: The document package invitation email has been successfully delivered to the recipient’s inbox and is awaiting download.
  • Downloaded: The document package has been downloaded by the recipient.
  • Expired: The document package has not been downloaded and has reached its Link Duration Time. It is no longer available for download unless the package link is manually extended.
  • Not Delivered: The document package invitation email has been rejected by the recipient’s email server.
  • Canceled: The document package has been canceled by the sender and is no longer available for download.
  • Forward: The document package has been forwarded to new recipient(s).

Package Options (Sent Items)

Within the Sent Items section, you have access to various package options that allow you to perform essential tasks related to a selected document package. These options can be accessed by clicking on the status icon of the document package you are viewing. Here are the available options:

• Cancel Package: By selecting this option, the current document package link will be canceled, rendering it no longer available for download by the intended recipient(s).
• Download Docs: This option enables you to download the contents of the document package directly onto your computer for offline access.
• Forward: If you need to securely forward the selected file package to other recipients, this option allows you to do so. Additionally, you have the flexibility to add or remove specific documents from the package before forwarding it.
• Shred Docs: This option permanently shreds the contents of your document package, ensuring that they are irretrievable. Note that once a document package has been shredded, the files will no longer be archived for future use. However, all log records of actions taken will be retained in the package history details.
• Edit Data: This option enables you to modify or edit the reference ID associated with the selected document package, allowing for better organization and management.

 

Recipient Options (Sent Items)

The Recipient Options offer various actions for the selected document package.

Starting from the Sent Items page, in the “Recipient” column, left-click on the recipient you want to manage. A drop-down menu will appear with the following available options:

• Extend: Adjust the Link Duration Time for the sent document package to allow the recipient more time for access.
• Set Max Downloads: Control the maximum number of allowed downloads for the sent document package.
• Resend Package: Initiate resending the document package link to the recipient if needed.
• Edit Email Address: Modify the email address of the selected recipient, updating the document download link accordingly.
• Cancel Package: Make the download link inaccessible for the recipients by canceling the current file package.
• Forward: Securely forward the selected file package to others, with the option to add or remove specific documents before forwarding.

 

Package Details  (Sent Items)

Clicking on the + sign in the far left column expands your Package Details. From there, you can select any of the available tabs to view more in-depth information about your file package.

• Files Tab: Displays filename, filesize, and provides a document preview option.
• Recipients Tab: Lists the name and email address of all individuals included in the distribution, along with current link expiration time and package status for each recipient.
• Downloads Tab: Provides detailed information about when or if the package was downloaded.
• History Tab: Shows a detailed log record of all actions taken, including emails sent, messages included, with timestamps and IP Address information for each action.
• Emails Tab: Displays all email notifications and email event history for any selected document package.
• Messages Tab: Shows all messages and/or instructions included in any selected document package.

Received Items

The Received Items report presents a chronological list of all your inbound file transfers, with the latest items shown at the top. This report offers advanced reporting tools to help you effectively manage your secure file packages. You can access the Received Items report in two ways:

1. Dashboard Indicator: Navigate to the Received Items report from your SecureDock dashboard. This option provides quick access to the report.
2. Reports Tab: Alternatively, you can directly access the Received Items report by clicking on the Reports tab in the navigation menu. This tab displays a detailed list of all the files you have received, enabling you to track and manage them efficiently.

Package Options (Received Items)

Your package options enable you to carry out essential tasks for any selected document package. These options will be applied to the entire document package, including all included recipients. You can access these options by clicking on the status icon of the document package you are viewing.

 

Package Details (Received Items)

Clicking on the “+” sign in the far-left column will expand your Package Details. From there, you can select any of the available tabs to view more in-depth details about your file package.

• Files Tab: Shows file name and file size.
• Recipients Tab: This shows the names and email addresses of all other individuals included in the distribution.
• Downloads Tab: This Shows detailed information about when or if the package was downloaded.
• History Tab: Shows detailed log record of all actions taken (i.e. emails sent, the message included, etc..) along with a timestamp and IP Address information for each action.
• Emails Tab: Shows all email notifications and email event history for any selected document package (email event history also available here)
• Messages Tab – Shows all messages and/or instructions included in any selected document package.

 

Responsive Reports

Experience our enhanced reports that have been optimized for a streamlined and speedy user experience. These reports offer real-time tracking and detailed information about your sent and received file packages, providing you with valuable insights and greater control over your document packages. With the latest version, monitoring the status and progress of your file transfers is now even more effortless, ensuring their security and accessibility whenever required. Furthermore, these upgraded reports empower you to execute various operations to enhance file security and organization, granting you complete control over your document management processes.

Preview

Simplified responsive design Our streamlined and highly adaptable page design reduces the need for excessive clicking and enhances navigation seamlessly across various devices and web browsers. Faster performance Our enhanced search filtering and data sorting mechanism enables expedited loading and retrieval of document packages for both individual account holders and team configurations. _
 

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My URLs

The My URLs page is a centralized location within your SecureDock account where you can find all the essential Inbound URLs associated with your account. This page serves as a reference point for managing and accessing the various URLs that facilitate secure file transfers and communication.

Watch Video Tutorial

 

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Account Settings

Your SecureDock account settings enable you to manage  and update important information related to your profile, billing, security, and email notifications.

Profile Tab

Displays basic account login information such as username, email address, and any additional contact details used for internal or administrative purposes.”

Close Account Option

This option allows you to manually deactivate / opt-out of your SecureDock account. 

Be Advised: By closing your SecureDock account, all access to your account and stored documents will end at the conclusion of your billing cycle. Your documents will remain on the SecureDock system until the end of your archive period, and then they will be destroyed.

 

Security Tab

Customize your account security settings by configuring your logon two-factor authentication method, updating your password, and managing your 2FA recovery keys.

Change My Password

Allows you to update your SecureDock login password from within your account.

Password Requirements:

• • • • Minimum of 12 characters
      • At least one uppercase and one lowercase letter
      • At least one number
      • At least one special character (@$!%*?&_#)

Log On Two-Factor Authentication (2FA)

Enhance the security of your account with the option to enable Two-Factor Authentication during login. Choose your preferred method of 2FA, either SMS text code or Authenticator App, to ensure an added layer of protection.

How to enable 2FA via SMS

1. 1. 1. 1. From your account Settings page click on the Security Tab.
         2. Under the Two-Factor Authentication selection box, select Mobile Phone.
         3. Click on Update Security Settings button.
         4. Enter your mobile phone number to receive your verification code.
         5. Input the verification code to complete the set up process.
         6. How to enable 2FA via SMS *Disclaimer: By enabling 2FA login via your mobile phone, you are opting in to receive SMS authentication codes from SecureDock.

How to enable 2FA via Authenticator App (Recommended)

1. 1. 1. 1. From your account Settings page click on the Security Tab.
         2. Under the Two-Factor Authentication selection box, select Authenticator App.
         3. Scan the QR code or copy and paste the key code to your authenticator.
         4. Enter the 6-digit code displayed on your authenticator app.

Account Tab

View your current subscription level and manage your File Transfer Settings and Virtual Safe storage settings.

File Transfer Settings

• • Archive Period: This indicates the duration for which transferred document packages are available for download within your SecureDock account. The default company archive period is typically 90 days and can be adjusted based on your company requirements or subscription level.

• • Default Outbound Package Expire: This is the default link expiration time applied to your outbound file transfers. It refers to the duration for which document packages can be downloaded by your recipient(s) from within their SecureDock Email Notification.

• • Default Outbound Access Code:This is the default access code applied to your outbound file transfers.

Virtual Safe Settings

• • Default Safe Type: This refers to the default safe type or category template used when adding new Virtual Safes to your account.

• • Download Safe Type: This refers to the default safe type or category template used when retrieving Direct File Uploads to your Virtual Safe.

Email Notifications Tab

These are the default email notification settings that will be applied to your inbound and outbound file transfers. Additional email CCs and BCCs can also be applied here. 

CC / BCC Options:

• • Add additional recipients to receive a copy of your email notifications. Multiple email addresses can be added (must be separated by commas).

Billing Tab

Valid credit card information must be added to your account to continue service (unless you are billed externally through your company). Credit card information can be updated on your account Settings page. 

How to add payment information online (instructions)

1. 1. 1. Log into your SecureDock account by visiting: https://www.mysecuredock.com/m
      2. From the Dashboard page, click on Settings on the left navbar. 
      3. From the Billing tab, input valid credit card information into the provided fields.
      4. Click Save. 

Billing History

Your billing history displays all billing-related actions that have occurred in your account. These includes the action dates, billing descriptions, and payments statuses. *Printable/exportable invoices and billing history are also available in Excel and PDF format. Separate billing invoices can be provided upon request by contacting us at info@secure-dock.com

1. 

---

Minimum System Requirements

Please note that these are general minimum requirements, and specific software or applications may have additional or higher system requirements. It’s always a good idea to check the system requirements provided by the software vendor for the specific application you intend to use.

Adding Documents to your Virtual Safes

Watch Video Tutorial

There are three methods for adding documents to your storage safes:

Method 1: Manually select files from your computer or device and upload them directly using the Browse feature located at the bottom of the My Virtual Safes page.

Instructions:

1. 1. 1. Select the destination safe, folder, or subfolder where you want to upload files. Your upload destination will be displayed in text at the bottom of the page.
      2. Click the Browse button to select files from your computer or device.
      3. Click the Upload button to finish adding your files.

Method 2: Store inbound documents directly into a new or existing virtual safe from the download options page.

Instructions:

1. 1. 1. 1. Whenever documents are sent to you via your Inbound URL, you’ll receive an email notification.
         2. In the email notification, you’ll have the option to download the documents to your device or “Store” them within a new or existing virtual safe.
         3. To add files to your Virtual Safe, enter a new or existing safe name into the field or select from existing safes before clicking the “Store” button.
         4. Once completed, you’ll be redirected to the My Virtual Safes page to view your documents.

To send documents securely from within our Virtual Safe:

Watch Video Tutorial

Instructions:

1. 1. Right-click on the safe title, folder, sub-folder, or individual document title you wish to send.
   2. Click the “Send Files” option from the drop-down menu.
   3. Once your items are selected, you will automatically be redirected back to the Send Documents page where your preselected items will be displayed and ready to send.
   4. To complete the outbound file transfer, click the “Send Documents Securely” button at the bottom of the form. If additional items need to be selected from your virtual safe, you can also click the “Browse my virtual safe files” button to continue selecting additional documents.
   5. Right-click on the safe title, folder, sub-folder, or individual document title you wish to send.
   6. Click the “Send Files” option from the drop-down menu.

 

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Download Document From Your Virtual Safe

Watch Video Tutorial

To download or preview documents from within your Virtual Safe:

Instructions:

1. 1. Right-click on the specific safe, folder, or subfolder that you wish to view.
   2. Click the “Download Files” option from the drop-down menu.
   3. A copy of the file(s) will be downloaded to your computer.

_  

---

Sharing Safes

With the Virtual Safe, you now can share or give permissioned access to specific storage safes for team members or outside individuals. Below are instructions on how to share safes with colleagues in your organization or with outside individuals (non-account holders).

Watch Video Tutorial

Sharing with colleagues

To share safes with other members within your organization or designated access group, first, click on the Share Safe button located at the top of the My Virtual Safes page. This will open a dialog showing your list of available colleagues as well as options to manage your sharing permissions.

While on the Colleagues Tab, scroll or use the search bar to select the individual you wish to share your safe with. Then, click the Edit Permissions button to select which storage safes and permissions you would like to give this user.

Once your sharing permissions have been set, click the Save button to save your changes.

Sharing Permissions:

Read Only: Allows individuals to only download and send content within a shared safe.

Allow Access: Allows individuals to download, edit, and send content within a shared safe.

 

*Once your sharing permissions have been set, your colleague(s) will then be able to log in to their existing SecureDock account(s) and will see your shared safe displayed on their My Virtual Safes page, highlighted in BLUE indicating that the safe has been shared by you.

Viewed from colleague’s perspective 

_  

---

Reports

SecureDock reports offer real-time tracking of your sent and received file packages, providing you with valuable insights and control over your document management. With these reports, you can easily monitor the status and progress of your file transfers, ensuring that they are secure and accessible whenever you need them. Additionally, the reports empower you to perform various operations to enhance the security and organization of your files, allowing you to maintain complete control over your document management processes.

Sent Items

The Sent Items report in SecureDock provides a comprehensive and chronological list of all your outbound transactions, with the most recent ones displayed at the top. This report serves as a valuable tool for tracking and managing your secure file packages effectively. Additionally, the Sent Items report offers a range of advanced reporting tools that enable you to gain deeper insights into your file transfers and enhance your overall management capabilities. You can access this report either through your dashboard or by navigating to the Reports tab in the navigation menu.

In the Sent Items report, you will find the following data associated with each sent document package:

1. Transfer Date / Time: This indicates the date and time when your document package was sent. The time zone used is Central Time.
2. Recipient: The recipient’s email address is displayed, allowing you to identify who received the document package.
3. Status: This column shows the current status of the file package.

The possible statuses are:

• • In Transit: The document package invitation email is in the process of being delivered to the recipient’s email inbox.
  • Delivered: The document package invitation email has been successfully delivered to the recipient’s inbox and is awaiting download.
  • Downloaded: The document package has been downloaded by the recipient.
  • Expired: The document package has not been downloaded and has reached its Link Duration Time. It is no longer available for download unless the package link is manually extended.
  • Not Delivered: The document package invitation email has been rejected by the recipient’s email server.
  • Canceled: The document package has been canceled by the sender and is no longer available for download.
  • Forward: The document package has been forwarded to new recipient(s).

Package Options (Sent Items)

Within the Sent Items section, you have access to various package options that allow you to perform essential tasks related to a selected document package. These options can be accessed by clicking on the status icon of the document package you are viewing. Here are the available options:

• Cancel Package: By selecting this option, the current document package link will be canceled, rendering it no longer available for download by the intended recipient(s).
• Download Docs: This option enables you to download the contents of the document package directly onto your computer for offline access.
• Forward: If you need to securely forward the selected file package to other recipients, this option allows you to do so. Additionally, you have the flexibility to add or remove specific documents from the package before forwarding it.
• Shred Docs: This option permanently shreds the contents of your document package, ensuring that they are irretrievable. Note that once a document package has been shredded, the files will no longer be archived for future use. However, all log records of actions taken will be retained in the package history details.
• Edit Data: This option enables you to modify or edit the reference ID associated with the selected document package, allowing for better organization and management.

 

Recipient Options (Sent Items)

The Recipient Options offer various actions for the selected document package.

Starting from the Sent Items page, in the “Recipient” column, left-click on the recipient you want to manage. A drop-down menu will appear with the following available options:

• Extend: Adjust the Link Duration Time for the sent document package to allow the recipient more time for access.
• Set Max Downloads: Control the maximum number of allowed downloads for the sent document package.
• Resend Package: Initiate resending the document package link to the recipient if needed.
• Edit Email Address: Modify the email address of the selected recipient, updating the document download link accordingly.
• Cancel Package: Make the download link inaccessible for the recipients by canceling the current file package.
• Forward: Securely forward the selected file package to others, with the option to add or remove specific documents before forwarding.

 

Package Details  (Sent Items)

Clicking on the + sign in the far left column expands your Package Details. From there, you can select any of the available tabs to view more in-depth information about your file package.

• Files Tab: Displays filename, filesize, and provides a document preview option.
• Recipients Tab: Lists the name and email address of all individuals included in the distribution, along with current link expiration time and package status for each recipient.
• Downloads Tab: Provides detailed information about when or if the package was downloaded.
• History Tab: Shows a detailed log record of all actions taken, including emails sent, messages included, with timestamps and IP Address information for each action.
• Emails Tab: Displays all email notifications and email event history for any selected document package.
• Messages Tab: Shows all messages and/or instructions included in any selected document package.

Received Items

The Received Items report presents a chronological list of all your inbound file transfers, with the latest items shown at the top. This report offers advanced reporting tools to help you effectively manage your secure file packages. You can access the Received Items report in two ways:

1. Dashboard Indicator: Navigate to the Received Items report from your SecureDock dashboard. This option provides quick access to the report.
2. Reports Tab: Alternatively, you can directly access the Received Items report by clicking on the Reports tab in the navigation menu. This tab displays a detailed list of all the files you have received, enabling you to track and manage them efficiently.

Package Options (Received Items)

Your package options enable you to carry out essential tasks for any selected document package. These options will be applied to the entire document package, including all included recipients. You can access these options by clicking on the status icon of the document package you are viewing.

 

Package Details (Received Items)

Clicking on the “+” sign in the far-left column will expand your Package Details. From there, you can select any of the available tabs to view more in-depth details about your file package.

• Files Tab: Shows file name and file size.
• Recipients Tab: This shows the names and email addresses of all other individuals included in the distribution.
• Downloads Tab: This Shows detailed information about when or if the package was downloaded.
• History Tab: Shows detailed log record of all actions taken (i.e. emails sent, the message included, etc..) along with a timestamp and IP Address information for each action.
• Emails Tab: Shows all email notifications and email event history for any selected document package (email event history also available here)
• Messages Tab – Shows all messages and/or instructions included in any selected document package.

 

Responsive Reports

Experience our enhanced reports that have been optimized for a streamlined and speedy user experience. These reports offer real-time tracking and detailed information about your sent and received file packages, providing you with valuable insights and greater control over your document packages. With the latest version, monitoring the status and progress of your file transfers is now even more effortless, ensuring their security and accessibility whenever required. Furthermore, these upgraded reports empower you to execute various operations to enhance file security and organization, granting you complete control over your document management processes.

Preview

Simplified responsive design Our streamlined and highly adaptable page design reduces the need for excessive clicking and enhances navigation seamlessly across various devices and web browsers. Faster performance Our enhanced search filtering and data sorting mechanism enables expedited loading and retrieval of document packages for both individual account holders and team configurations. _
 

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My URLs

The My URLs page is a centralized location within your SecureDock account where you can find all the essential Inbound URLs associated with your account. This page serves as a reference point for managing and accessing the various URLs that facilitate secure file transfers and communication.

Watch Video Tutorial

 

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Account Settings

Your SecureDock account settings enable you to manage  and update important information related to your profile, billing, security, and email notifications.

Profile Tab

Displays basic account login information such as username, email address, and any additional contact details used for internal or administrative purposes.”

Close Account Option

This option allows you to manually deactivate / opt-out of your SecureDock account. 

Be Advised: By closing your SecureDock account, all access to your account and stored documents will end at the conclusion of your billing cycle. Your documents will remain on the SecureDock system until the end of your archive period, and then they will be destroyed.

 

Security Tab

Customize your account security settings by configuring your logon two-factor authentication method, updating your password, and managing your 2FA recovery keys.

Change My Password

Allows you to update your SecureDock login password from within your account.

Password Requirements:

• • • • Minimum of 12 characters
      • At least one uppercase and one lowercase letter
      • At least one number
      • At least one special character (@$!%*?&_#)

Log On Two-Factor Authentication (2FA)

Enhance the security of your account with the option to enable Two-Factor Authentication during login. Choose your preferred method of 2FA, either SMS text code or Authenticator App, to ensure an added layer of protection.

How to enable 2FA via SMS

1. 1. 1. 1. From your account Settings page click on the Security Tab.
         2. Under the Two-Factor Authentication selection box, select Mobile Phone.
         3. Click on Update Security Settings button.
         4. Enter your mobile phone number to receive your verification code.
         5. Input the verification code to complete the set up process.
         6. How to enable 2FA via SMS *Disclaimer: By enabling 2FA login via your mobile phone, you are opting in to receive SMS authentication codes from SecureDock.

How to enable 2FA via Authenticator App (Recommended)

1. 1. 1. 1. From your account Settings page click on the Security Tab.
         2. Under the Two-Factor Authentication selection box, select Authenticator App.
         3. Scan the QR code or copy and paste the key code to your authenticator.
         4. Enter the 6-digit code displayed on your authenticator app.

Account Tab

View your current subscription level and manage your File Transfer Settings and Virtual Safe storage settings.

File Transfer Settings

• • Archive Period: This indicates the duration for which transferred document packages are available for download within your SecureDock account. The default company archive period is typically 90 days and can be adjusted based on your company requirements or subscription level.

• • Default Outbound Package Expire: This is the default link expiration time applied to your outbound file transfers. It refers to the duration for which document packages can be downloaded by your recipient(s) from within their SecureDock Email Notification.

• • Default Outbound Access Code:This is the default access code applied to your outbound file transfers.

Virtual Safe Settings

• • Default Safe Type: This refers to the default safe type or category template used when adding new Virtual Safes to your account.

• • Download Safe Type: This refers to the default safe type or category template used when retrieving Direct File Uploads to your Virtual Safe.

Email Notifications Tab

These are the default email notification settings that will be applied to your inbound and outbound file transfers. Additional email CCs and BCCs can also be applied here. 

CC / BCC Options:

• • Add additional recipients to receive a copy of your email notifications. Multiple email addresses can be added (must be separated by commas).

Billing Tab

Valid credit card information must be added to your account to continue service (unless you are billed externally through your company). Credit card information can be updated on your account Settings page. 

How to add payment information online (instructions)

1. 1. 1. Log into your SecureDock account by visiting: https://www.mysecuredock.com/m
      2. From the Dashboard page, click on Settings on the left navbar. 
      3. From the Billing tab, input valid credit card information into the provided fields.
      4. Click Save. 

Billing History

Your billing history displays all billing-related actions that have occurred in your account. These includes the action dates, billing descriptions, and payments statuses. *Printable/exportable invoices and billing history are also available in Excel and PDF format. Separate billing invoices can be provided upon request by contacting us at info@secure-dock.com

1. 

---

Minimum System Requirements

Please note that these are general minimum requirements, and specific software or applications may have additional or higher system requirements. It’s always a good idea to check the system requirements provided by the software vendor for the specific application you intend to use.

Adding Documents to your Virtual Safes

Watch Video Tutorial

There are three methods for adding documents to your storage safes:

Method 1: Manually select files from your computer or device and upload them directly using the Browse feature located at the bottom of the My Virtual Safes page.

Instructions:

1. 1. 1. Select the destination safe, folder, or subfolder where you want to upload files. Your upload destination will be displayed in text at the bottom of the page.
      2. Click the Browse button to select files from your computer or device.
      3. Click the Upload button to finish adding your files.

Method 2: Store inbound documents directly into a new or existing virtual safe from the download options page.

Instructions:

1. 1. 1. 1. Whenever documents are sent to you via your Inbound URL, you’ll receive an email notification.
         2. In the email notification, you’ll have the option to download the documents to your device or “Store” them within a new or existing virtual safe.
         3. To add files to your Virtual Safe, enter a new or existing safe name into the field or select from existing safes before clicking the “Store” button.
         4. Once completed, you’ll be redirected to the My Virtual Safes page to view your documents.

To send documents securely from within our Virtual Safe:

Watch Video Tutorial

Instructions:

1. 1. Right-click on the safe title, folder, sub-folder, or individual document title you wish to send.
   2. Click the “Send Files” option from the drop-down menu.
   3. Once your items are selected, you will automatically be redirected back to the Send Documents page where your preselected items will be displayed and ready to send.
   4. To complete the outbound file transfer, click the “Send Documents Securely” button at the bottom of the form. If additional items need to be selected from your virtual safe, you can also click the “Browse my virtual safe files” button to continue selecting additional documents.
   5. Right-click on the safe title, folder, sub-folder, or individual document title you wish to send.
   6. Click the “Send Files” option from the drop-down menu.

 

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Download Document From Your Virtual Safe

Watch Video Tutorial

To download or preview documents from within your Virtual Safe:

Instructions:

1. 1. Right-click on the specific safe, folder, or subfolder that you wish to view.
   2. Click the “Download Files” option from the drop-down menu.
   3. A copy of the file(s) will be downloaded to your computer.

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Sharing Safes

With the Virtual Safe, you now can share or give permissioned access to specific storage safes for team members or outside individuals. Below are instructions on how to share safes with colleagues in your organization or with outside individuals (non-account holders).

Watch Video Tutorial

Sharing with colleagues

To share safes with other members within your organization or designated access group, first, click on the Share Safe button located at the top of the My Virtual Safes page. This will open a dialog showing your list of available colleagues as well as options to manage your sharing permissions.

While on the Colleagues Tab, scroll or use the search bar to select the individual you wish to share your safe with. Then, click the Edit Permissions button to select which storage safes and permissions you would like to give this user.

Once your sharing permissions have been set, click the Save button to save your changes.

Sharing Permissions:

Read Only: Allows individuals to only download and send content within a shared safe.

Allow Access: Allows individuals to download, edit, and send content within a shared safe.

 

*Once your sharing permissions have been set, your colleague(s) will then be able to log in to their existing SecureDock account(s) and will see your shared safe displayed on their My Virtual Safes page, highlighted in BLUE indicating that the safe has been shared by you.

Viewed from colleague’s perspective 

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Reports

SecureDock reports offer real-time tracking of your sent and received file packages, providing you with valuable insights and control over your document management. With these reports, you can easily monitor the status and progress of your file transfers, ensuring that they are secure and accessible whenever you need them. Additionally, the reports empower you to perform various operations to enhance the security and organization of your files, allowing you to maintain complete control over your document management processes.

Sent Items

The Sent Items report in SecureDock provides a comprehensive and chronological list of all your outbound transactions, with the most recent ones displayed at the top. This report serves as a valuable tool for tracking and managing your secure file packages effectively. Additionally, the Sent Items report offers a range of advanced reporting tools that enable you to gain deeper insights into your file transfers and enhance your overall management capabilities. You can access this report either through your dashboard or by navigating to the Reports tab in the navigation menu.

In the Sent Items report, you will find the following data associated with each sent document package:

1. Transfer Date / Time: This indicates the date and time when your document package was sent. The time zone used is Central Time.
2. Recipient: The recipient’s email address is displayed, allowing you to identify who received the document package.
3. Status: This column shows the current status of the file package.

The possible statuses are:

• • In Transit: The document package invitation email is in the process of being delivered to the recipient’s email inbox.
  • Delivered: The document package invitation email has been successfully delivered to the recipient’s inbox and is awaiting download.
  • Downloaded: The document package has been downloaded by the recipient.
  • Expired: The document package has not been downloaded and has reached its Link Duration Time. It is no longer available for download unless the package link is manually extended.
  • Not Delivered: The document package invitation email has been rejected by the recipient’s email server.
  • Canceled: The document package has been canceled by the sender and is no longer available for download.
  • Forward: The document package has been forwarded to new recipient(s).

Package Options (Sent Items)

Within the Sent Items section, you have access to various package options that allow you to perform essential tasks related to a selected document package. These options can be accessed by clicking on the status icon of the document package you are viewing. Here are the available options:

• Cancel Package: By selecting this option, the current document package link will be canceled, rendering it no longer available for download by the intended recipient(s).
• Download Docs: This option enables you to download the contents of the document package directly onto your computer for offline access.
• Forward: If you need to securely forward the selected file package to other recipients, this option allows you to do so. Additionally, you have the flexibility to add or remove specific documents from the package before forwarding it.
• Shred Docs: This option permanently shreds the contents of your document package, ensuring that they are irretrievable. Note that once a document package has been shredded, the files will no longer be archived for future use. However, all log records of actions taken will be retained in the package history details.
• Edit Data: This option enables you to modify or edit the reference ID associated with the selected document package, allowing for better organization and management.

 

Recipient Options (Sent Items)

The Recipient Options offer various actions for the selected document package.

Starting from the Sent Items page, in the “Recipient” column, left-click on the recipient you want to manage. A drop-down menu will appear with the following available options:

• Extend: Adjust the Link Duration Time for the sent document package to allow the recipient more time for access.
• Set Max Downloads: Control the maximum number of allowed downloads for the sent document package.
• Resend Package: Initiate resending the document package link to the recipient if needed.
• Edit Email Address: Modify the email address of the selected recipient, updating the document download link accordingly.
• Cancel Package: Make the download link inaccessible for the recipients by canceling the current file package.
• Forward: Securely forward the selected file package to others, with the option to add or remove specific documents before forwarding.

 

Package Details  (Sent Items)

Clicking on the + sign in the far left column expands your Package Details. From there, you can select any of the available tabs to view more in-depth information about your file package.

• Files Tab: Displays filename, filesize, and provides a document preview option.
• Recipients Tab: Lists the name and email address of all individuals included in the distribution, along with current link expiration time and package status for each recipient.
• Downloads Tab: Provides detailed information about when or if the package was downloaded.
• History Tab: Shows a detailed log record of all actions taken, including emails sent, messages included, with timestamps and IP Address information for each action.
• Emails Tab: Displays all email notifications and email event history for any selected document package.
• Messages Tab: Shows all messages and/or instructions included in any selected document package.

Received Items

The Received Items report presents a chronological list of all your inbound file transfers, with the latest items shown at the top. This report offers advanced reporting tools to help you effectively manage your secure file packages. You can access the Received Items report in two ways:

1. Dashboard Indicator: Navigate to the Received Items report from your SecureDock dashboard. This option provides quick access to the report.
2. Reports Tab: Alternatively, you can directly access the Received Items report by clicking on the Reports tab in the navigation menu. This tab displays a detailed list of all the files you have received, enabling you to track and manage them efficiently.

Package Options (Received Items)

Your package options enable you to carry out essential tasks for any selected document package. These options will be applied to the entire document package, including all included recipients. You can access these options by clicking on the status icon of the document package you are viewing.

 

Package Details (Received Items)

Clicking on the “+” sign in the far-left column will expand your Package Details. From there, you can select any of the available tabs to view more in-depth details about your file package.

• Files Tab: Shows file name and file size.
• Recipients Tab: This shows the names and email addresses of all other individuals included in the distribution.
• Downloads Tab: This Shows detailed information about when or if the package was downloaded.
• History Tab: Shows detailed log record of all actions taken (i.e. emails sent, the message included, etc..) along with a timestamp and IP Address information for each action.
• Emails Tab: Shows all email notifications and email event history for any selected document package (email event history also available here)
• Messages Tab – Shows all messages and/or instructions included in any selected document package.

 

Responsive Reports

Experience our enhanced reports that have been optimized for a streamlined and speedy user experience. These reports offer real-time tracking and detailed information about your sent and received file packages, providing you with valuable insights and greater control over your document packages. With the latest version, monitoring the status and progress of your file transfers is now even more effortless, ensuring their security and accessibility whenever required. Furthermore, these upgraded reports empower you to execute various operations to enhance file security and organization, granting you complete control over your document management processes.

Preview

Simplified responsive design Our streamlined and highly adaptable page design reduces the need for excessive clicking and enhances navigation seamlessly across various devices and web browsers. Faster performance Our enhanced search filtering and data sorting mechanism enables expedited loading and retrieval of document packages for both individual account holders and team configurations. _
 

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My URLs

The My URLs page is a centralized location within your SecureDock account where you can find all the essential Inbound URLs associated with your account. This page serves as a reference point for managing and accessing the various URLs that facilitate secure file transfers and communication.

Watch Video Tutorial

 

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Account Settings

Your SecureDock account settings enable you to manage  and update important information related to your profile, billing, security, and email notifications.

Profile Tab

Displays basic account login information such as username, email address, and any additional contact details used for internal or administrative purposes.”

Close Account Option

This option allows you to manually deactivate / opt-out of your SecureDock account. 

Be Advised: By closing your SecureDock account, all access to your account and stored documents will end at the conclusion of your billing cycle. Your documents will remain on the SecureDock system until the end of your archive period, and then they will be destroyed.

 

Security Tab

Customize your account security settings by configuring your logon two-factor authentication method, updating your password, and managing your 2FA recovery keys.

Change My Password

Allows you to update your SecureDock login password from within your account.

Password Requirements:

• • • • Minimum of 12 characters
      • At least one uppercase and one lowercase letter
      • At least one number
      • At least one special character (@$!%*?&_#)

Log On Two-Factor Authentication (2FA)

Enhance the security of your account with the option to enable Two-Factor Authentication during login. Choose your preferred method of 2FA, either SMS text code or Authenticator App, to ensure an added layer of protection.

How to enable 2FA via SMS

1. 1. 1. 1. From your account Settings page click on the Security Tab.
         2. Under the Two-Factor Authentication selection box, select Mobile Phone.
         3. Click on Update Security Settings button.
         4. Enter your mobile phone number to receive your verification code.
         5. Input the verification code to complete the set up process.
         6. How to enable 2FA via SMS *Disclaimer: By enabling 2FA login via your mobile phone, you are opting in to receive SMS authentication codes from SecureDock.

How to enable 2FA via Authenticator App (Recommended)

1. 1. 1. 1. From your account Settings page click on the Security Tab.
         2. Under the Two-Factor Authentication selection box, select Authenticator App.
         3. Scan the QR code or copy and paste the key code to your authenticator.
         4. Enter the 6-digit code displayed on your authenticator app.

Account Tab

View your current subscription level and manage your File Transfer Settings and Virtual Safe storage settings.

File Transfer Settings

• • Archive Period: This indicates the duration for which transferred document packages are available for download within your SecureDock account. The default company archive period is typically 90 days and can be adjusted based on your company requirements or subscription level.

• • Default Outbound Package Expire: This is the default link expiration time applied to your outbound file transfers. It refers to the duration for which document packages can be downloaded by your recipient(s) from within their SecureDock Email Notification.

• • Default Outbound Access Code:This is the default access code applied to your outbound file transfers.

Virtual Safe Settings

• • Default Safe Type: This refers to the default safe type or category template used when adding new Virtual Safes to your account.

• • Download Safe Type: This refers to the default safe type or category template used when retrieving Direct File Uploads to your Virtual Safe.

Email Notifications Tab

These are the default email notification settings that will be applied to your inbound and outbound file transfers. Additional email CCs and BCCs can also be applied here. 

CC / BCC Options:

• • Add additional recipients to receive a copy of your email notifications. Multiple email addresses can be added (must be separated by commas).

Billing Tab

Valid credit card information must be added to your account to continue service (unless you are billed externally through your company). Credit card information can be updated on your account Settings page. 

How to add payment information online (instructions)

1. 1. 1. Log into your SecureDock account by visiting: https://www.mysecuredock.com/m
      2. From the Dashboard page, click on Settings on the left navbar. 
      3. From the Billing tab, input valid credit card information into the provided fields.
      4. Click Save. 

Billing History

Your billing history displays all billing-related actions that have occurred in your account. These includes the action dates, billing descriptions, and payments statuses. *Printable/exportable invoices and billing history are also available in Excel and PDF format. Separate billing invoices can be provided upon request by contacting us at info@secure-dock.com

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Minimum System Requirements

Please note that these are general minimum requirements, and specific software or applications may have additional or higher system requirements. It’s always a good idea to check the system requirements provided by the software vendor for the specific application you intend to use.