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 set up 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?

 


TED Express (User Guide)

 

Overview

This user guide is intended to provide you with step-by-step instructions on how to send and receive file securely using TED Express™, as well as perform other important operations within your SecureDock account . For additional instructions on other SecureDock products and services, please visit our support page at https://www.secure-dock.com/support.

 

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

    1. SecureDock Login Page: https://www.mysecuredock.com/m
    2. Your Quick-Login URL:
      Quickly and easily access your SecureDock account by saving your Quick Login URL to your desktop or Internet browser bookmarks bar. Your Quick-Login URL can be found on your My URLs page once you have logged into your account.
      Learn more
    3. SecureDock Website:
      Visit www.secure-dock.com and click the Login link at the top at the home page. 

 

Password Reset
To reset your password, click on the Forgot Password link located on the SecureDock
 Login Page and input your existing username [if applicable] OR email address and click Submit. You will then be sent 2 emails containing your username and temporary login password.


Your Dashboard

The dashboard page gives you a quick overview of your account and the interactive task reminders let you see if any items currently need your attention. 

Inbound Packages 
This cell shows the number of Inbound file packages that and are currently awaiting download. The drop down arrow will also show you how many Inbound file packages you have received in the 7 days, as well as provide a direct link to your Received Items report. 

 

Outbound Packages 
This cell shows the number of outbound file packages that and are currently awaiting download. The drop down arrow will also show you how many outbound file packages you have sent in the last 7 days, as well as provide a direct link to your Sent Items report. 

 

Requested Packages 
This cell shows the number of pending document requests that and are currently awaiting fulfillment. The drop down arrow will also show you how many document sequester you have sent in the last 7 days, as well as provide a direct link to your Requested Documents report. 

 

My Virtual Safes
This cell shows  packages that and are currently awaiting download. The drop down arrow will also show you how many outbound file packages you have sent in the last 7 days as well as provide a direct link to your Sent Items report. 

 


Sending Files (Outbound)

To send files securely using TED Express™, first login to your SecureDock account and click on Send Documents on the left. Then, follow the simple step-by-step instructions to complete your file transfer. (instructions below)

Video Tutorial

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
Click the “Browse” button to select files from your device or drag and drop multiple files into the selection field.
*For accounts with Virtual Safe storage enabled, files may be selected from existing storage locations by clicking the “Browse My Virtual Safe Files” option. 

Step 3: Enter security information 

    • Access Code
      Access Codes allow you to add additional 2-Factor authentication to your file packages. Your access code may be inputted manually (up to 40 characters, letters, numbers, special characters, and spaces are acceptable) or can be auto generated on the Send Documents page.
      Important! It is the sender’s responsibility to inform the recipient than 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 secured method of communication.

      Reference ID

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

      *Note: Depending on your company configuration, Reference IDs are for reporting purposes only and are not visible to your recipients unless specified by your system administrator.
    • Add a Message
      • Instructions to recipient (Optional)
        These instructions will be displayed in the automated email notifications. *Do not include access code or other sensitive information in this field. Use Secure Message field instead. 
      • Secure Message to recipient (Optional)
        This secure message will  be encrypted upon delivery and will only be visible to the recipient after they have verified their identity and downloaded the document package. 
    • 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 configured within your account Settings.
      • Max. Downloads
        Select the number of allowed package downloads (per recipient). *Your default Max. Downloads can be configured within 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.

 


Receiving Files (Inbound)

SecureDock account holders are issued a unique encrypted link upon registration that allows them to receive document packages securely from clients and associates. Your TED Express Inbound URL can be found on your My URLs page and can be placed directly on your company website or email signature block for easy use. (Instructions for setting up your email signature link are available HERE)

Downloading documents 
Whenever files are uploaded from your TED Express Inbound link, you will receive an automated email notification containing a download link. To retrieve your documents, click on the Download Now link and input your verification (username and password) to download the files to your device. 

Unzip / Extract  File(s)
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 extracts the files to any location on your device.
Learn more about using Zip Files

 

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

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 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 Sent: Shows the date the package was sent to you (Central Time).
    • Sender Info: 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.
      • Forward: The file package has been forwarded to a new recipient. 


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.

    • 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.

    • 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.

 

Package Details + (Sent Items)
By clicking on the  + sign in the far left column, this 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 & File size (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 individual 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, message included etc..) along with 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 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 Sent: Shows date the package was sent to you (Central Time)
    • Sender Info: Shows the sender’s name & sender’s email address.
    • 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.
      • Shredded: The file package has been manually or automatically shredded.
      • 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 your viewing.

 

Package Details + (Received Items)
By clicking on the  + sign in the far left column, this 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: Shows the names and email addresses of all other individuals included in the distribution.
    • Downloads Tab: 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, message included etc..) along with 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.

_


My URLs 

The My URL’s page provides you with all of the vital URL’s 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

 

 

TED Express Inbound URL (email signature link)
Your Inbound URL is a unique encrypted link that makes it easy for your clients and colleagues to send you files securely, right from a secure link in your email signature or company website. *NO LOGINS OR PASSWORDS REQUIRED FOR YOUR CLIENTS TO SEND YOU FILES

Inbound Link Set-Up Instructions

1. Login to your SecureDock account by visiting https://www.mysecuredock.com/m

2. Click on My URLs on the left.

3. Copy your TED Express Inbound URL or pre-made hyperlink to your clipboard.

4. Paste your link to the bottom of your email signature block, or your company’s website.

5. Send yourself a test document to ensure it is set up correctly and experience how people can send you secure files.

 

For example and instructions on how people / clients send you files using your secure email signature link CLICK HERE

 


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 in order continue service (unless you are billed externally through your company). Credit card information can be updated on your account Settings page. 

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 recipient to download / retrieve file packages. This a
      ccess . If enabled, the Access Code can be communicated separately, or via the text message option (available on new send page only).
    • 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 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 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

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