Frequently Asked Questions

 

How do I log into my account?

How do I send files securely using TED Express?

How do clients send me files securely?

How do I setup my email signature link?

How do I store documents in My Virtual Safe?

How do I download documents that are sent to me?

How can I track my sent or received items?

How do I update my payment information?

How do I close my SecureDock account?

Who do I contact if I need more help?

 


Overview

This user guide provides step-by-step instructions on how to send and receive files securely using TED Express™, as well as perform other important operations within your SecureDock account. If you need technical support, or cannot find what you are looking for then please visit our support page at https://www.secure-dock.com/support to submit a support ticket. 

Getting Started

Account Login

To access your SecureDock account, you can use any of the three methods listed below.

  1. Login Page URL
    Visit https://www.mysecuredock.com/m to input your login credentials. *We highly recommended bookmarking this URL on your browser for future
  2. SecureDock Website
    Visit https://www.secure-dock.com and click the Login link in the site header section.

Password Reset

To reset your login credentials, click on the Forgot Password link located on the SecureDock Login Page. Input your existing username OR email address and click Submit. If we have matching records on file, you will be sent 2 emails containing your username (email 1) and a new temporary password (email 2).


Your Dashboard

The dashboard page gives you a quick overview of your account with task reminders showing any items that currently require your attention.

Inbound Packages

This cell shows the number of Inbound file packages that are currently awaiting download. The drop-down arrow will also show you how many Inbound file packages you have received in the past 7 days. It also provides a direct link to your Received Items report.

Outbound Packages

This cell shows the number of outbound file packages that are currently awaiting download. The drop-down arrow will also show you how many outbound file packages you have sent in the past 7 days. It also provides a direct link to your Sent Items report.

Requested Packages

This cell shows the number of pending document requests that are currently awaiting fulfillment. The drop-down arrow will also show you how many document requests you have sent in the past 7 days. It also provides a direct link to your Requested Documents report. 

My Virtual Safes

This cell shows you how many active storage safes, stored documents, and how much available storage you currently have in your Virtual Safe. It also provides a direct link to your My Virtual Safes page. 

 


Sending Files (Outbound)

To send documents securely using TED Express, click on the Send Documents link located on the Navbar. Then you can follow the simple instructions listed below to complete your secure file transfer. Watch Video Tutorial


Step 1: Enter all of the recipient emails

Enter one or more email addresses or select recipients from your contacts.

Step 2: Choose the document(s) that you want to send

Click the Browse button to select or drag and drop files from your computer or click the Browse My Virtual Safe Files button to select files from your existing storage vault(s).

Step 3: Enter the security information

  • Access Code

Access Codes allow you to add additional 2-Factor authentication to each of your outbound file transfers. Up to 40 characters, letters, numbers, can be manually inputted or can be auto-generated.
Important! It is the sender’s responsibility to inform the recipient that an additional access code has been required. This may be done using the automated SMS Text feature, verbally (over the phone), or using any other secure method of communication.

SMS Text Feature
The SMS Text feature allows you to automatically send your Access Code directly to your recipient’s mobile device.

  • Reference ID

A Reference ID is a separate identifier that is intended to help you keep track of specific document packages (Example: Loan ID, Policy #, Case #, etc..).

  • Add a Message

Instructions to recipient

Your instructions will be displayed within the body of the email notifications and are not part of the secure file package.

Secure Message to the recipient

Your secure message will automatically be encrypted and will only be visible to your recipient after they have inputted the required verification (i.e. email address and access code [if applicable])

  • Security Settings

Link Expiration

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 from within on your account Settings.

Max. Downloads

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

Email Notifications

Select which automated email notifications you would like to receive. *Your default email notifications can be configured within your Account Settings.

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Receiving Files (Inbound)

SecureDock allows your clients to upload sensitive/large file sets securely using encrypted links that can be placed directly on your email signature block or company website.

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TED Express Inbound URL

Your Inbound Link provides your clients and colleagues with a simple and secure way to send you documents or large file sets securely with no login or password required for you senders.

Email Signature Link Setup Instructions

  1. From the Dashboard page, click on My URLs on the left.
  2. Copy your TED Express Inbound URL or pre-formatted hyperlink to your clipboard.
  3. Paste your link to the bottom of your email signature block or your company’s website.

For sender instructions CLICK HERE

Inbound Upload Page – Client View

Whenever clients click on your encrypted link, they will automatically be redirected to the secure upload page where they add their files and completed their secure file transfer. *NO LOGINS OR PASSWORDS REQUIRED FOR SENDERS

Once the upload has been completed, the sender will receive an automated email notification confirming that their files have been sent securely. As the recipient, you will also receive automated email notifications you will receive an automated email notification containing your download link.

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Downloading documents

To retrieve your documents, click on the Download Now link in your SecureDock email notification. You will then be redirected to the verification page where you can input your SecureDock username and password to verify your identity. 

From the secure download page, select the option to download files to your device

 

*SecureDock delivers packages in zip-file format. To unzip/extract files, locate your computer’s default download folder and locate your zip file (File Name: TEDexpressDocs[date].zip). You can then extract the files to any location on your device. Learn more about using Zip Files

Downloading documents from your iOS or Android Device

For instructions on how to download/retrieve file packages from your iPad, iPhone, or Android device Click Here 

SD_Ipad_Download_Sample_1

Downloading documents from your reports

File packages can be downloaded directly from your Sent Items or Received Items reports by first clicking on the status icon in the far right column, then click the Download Docs option from the drop-down menu.

Reports_Download_Screenshot

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Reports

Your SecureDock reports allow you to keep track of your sent and received file packages, in real-time. You can also perform a variety of useful operations to ensure that your files are kept secure and accessible when you need them most. 

Sent Items

Your Sent Items report shows you a chronological list of all of your outbound transactions (most recent at the top). Here you also have a variety of advanced reporting tools designed to help you better manage your secure file packages. This report can be accessed via your dashboard or by clicking on the Reports tab from the navigation menu.

Your Sent Items report displays the following data:

  • Date/Time Sent: This shows the date and time your document package was sent (Central Time).
  • Recipient: Shows the recipient’s email address.
  • Status: This shows the current state of the file package.
    • In Transit: The document package invitation email is being delivered to your recipient’s email inbox.
    • Delivered: The document package invitation email has been delivered to your recipient’s inbox and is awaiting download.
    • Downloaded: The document package has been downloaded by your recipient. 
    • Expired: The document package has not been downloaded and has reached its Link Duration Time. No longer available for download unless the package link is manually extended. 
    • Rejected: The document package invitation email has been rejected by your 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 a new recipient(s).

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 you are viewing.

    • Cancel Package – This will cancel the current document package link and will no longer be available for download by your recipient(s). 
    • Download Docs – This 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 – This will 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)

Your Recipient Options allow you 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.

    • Extend – Extend/modify the Link Duration Time for your sent document package. 
    • Set Max Downloads – Set/modify the number of allowed downloads for your sent document package. 
    • Resend Package – Resend the document package link. 
    • 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 (a 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.

Package Details + (Sent Items)

By 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 Filename & Filesize (document preview option is also available here)
  • Recipients Tab – 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 recipient listed. Downloads – 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.

Received Items

Your Received Items report will show you a chronological list of all of your inbound file transfers (most recent at the top). Here you also have a variety of advanced reporting tools designed to help you better manage your secure file packages. This report can be accessed via your dashboard or by clicking on the Reports tab from the navigation menu.

Your Received Items displays the following data:

  • Date/Time Sent: This shows the date the package was sent to you (Central Time)
  • Sender’s Information: Shows the sender’s name & the sender’s email address.
  • Status: Shows the current state of the file package:
    • Available – The file package is waiting to be downloaded.
    • Downloaded– The file package has been downloaded.
    • Forward: The file package has been forwarded to a new recipient. 

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 you are viewing.

 

Package Details + (Received Items)

By 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.

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My URLs

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

Quick Login URL

Your quick login URL can be bookmarked on your desktop or internet browser bookmarks bar to give you quick access to your SecureDock account. 

Watch Video Tutorial

 


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.

User Profile

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

Billing Information

Depending on your current subscription type (monthly or annual subscription), valid credit card information must be entered 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. log in to your SecureDock account by visiting: https://www.mysecuredock.com/m
  2. From the Dashboard page, click on Settings on the left
  3. Click on +Billing Information
  4. Enter credit card information in the provided fields.
  5. Click Submit Changes at the bottom.

Billing History

Detailed billing history that displays the Action Date, Billing Notes, and Bill Through Date. *Separate billing invoices can be provided upon request by contacting us at info@secure-dock.com

TED Express 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 Reply Package Expire
    Default Link expiration time for all Inbound document packages sent via the “Reply” link. *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 recipients to download/retrieve file packages. This a
    ccess. If enabled, the Access Code can be communicated separately, or via the SMS text option.
  • 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.

  • Confirmation of TED Outbound document(s) download by a recipient

Email notification confirming that your document package has been downloaded by your recipient.

Email notification that a secure document package has been sent to you via your TED Express Inbound URL.

  • CC / BCC Options

Add additional recipients to receive TED Express email notifications. Multiple email addresses 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.

How to close my SecureDock online (instructions)

    1. log in to your SecureDock account by visiting: https://www.mysecuredock.com/m
    2. From the Dashboard page, click on Settings on the left
    3. Click the “Close Account” option located at the bottom of the sidebar menu. 

Minimum System Requirements

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 

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