Frequently Asked Questions

 

How do I log into my SecureDock account?

How can I send files securely using SecureDock?

How do my clients send me files securely?

How do I setup my email signature link?

How do I add documents in My Virtual Safe?

How do I retrieve 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?

How do I enable 2FA for my account?

Who do I contact if I need more help?

 

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Overview

The following user guide offers detailed, step-by-step instructions on securely sending and receiving files using SecureDock, along with guidance on various essential operations within your account. If you require technical support or are unable to locate the information you seek, we encourage you to visit our support page at , where you can submit a support ticket to receive prompt assistance.

Getting Started

Account Login

To access your SecureDock account, you have the following options:

Method 1: Application Login
Go to https://www.mysecuredock.com/m and enter your login credentials. We highly recommend bookmarking this URL in your browser for easy access in the future.

Method 2: Website Login
Visit https://www.secure-dock.com and click on the Login link located in the site header section.

Feel free to choose the method that suits you best to securely log in to your SecureDock account.

 

Password Reset

To reset your login credentials, please follow these steps:

1. Visit the SecureDock Login Page.
2. Click on the “Forgot Password” link.
3. Enter your existing username OR email address in the provided field.
4. Click on the “Submit” button.
5. If we have matching records on file, a password reset link will be sent to your inbox.

 

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Your Dashboard

The dashboard page offers a convenient summary of your account, providing a quick overview of important information. Additionally, task reminders are displayed, notifying you of any items that require your attention at the present moment. This feature helps you stay organized and ensures that you stay on top of crucial tasks within your account.

Inbound Packages

This cell displays the count of inbound file packages or secure messages that are currently awaiting retrieval or view. By clicking the drop-down arrow, you can view the number of new items received within the past 7 days or throughout all time. Furthermore, it offers a direct link to access your Received Items report, allowing you to access detailed information about the received files and messages.

Outbound Packages

This cell displays the count of outbound file packages or secure messages that are currently awaiting download or view. By clicking the drop-down arrow, you can view the number of outbound file packages sent within the past 7 days or throughout all time. Furthermore, it offers a direct link to access your Sent Items report, providing convenient access to detailed information about the files and messages you have sent.

Requested Packages

This cell displays the number of document requests that are currently awaiting fulfillment. By clicking the drop-down arrow, you can view the count of document requests sent within the past 7 days or throughout all time. Furthermore, it offers a direct link to access your Requested Documents report, granting you quick access to detailed information regarding the document requests you have made.

My Virtual Safes

The cell displays the number of active storage safes, the count of stored documents, and the available storage capacity within your Virtual Safe. It provides an overview of your current Virtual Safe status. Furthermore, it offers a direct link to access your My Virtual Safes page, allowing you to manage and organize your storage safes efficiently.

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Notifications Bell

The notification bell is a vital feature designed to inform SecureDock account holders about significant updates and actions related to their account. It operates with three levels of notifications, each representing varying levels of importance. This functionality ensures that users stay informed about crucial events and can prioritize their attention accordingly.

General information notifications 

Displayed green icon, these notifications are used for informative purposes and can be cleared manually by the account holder.

Examples:

• New feature announcements
• Scheduled maintenance notices
• Customer feedback requests

Medium importance notifications

Displayed with a yellow icon, these notifications will inform the account holder that future actions need to be taken to prevent account auto-deactivation.  

Examples:

• Credit card is expiring soon
• Free Trail period ending soon

High importance notifications

Displayed with a red icon, these notifications will inform the account holder that immediate actions need to be taken to prevent account auto-deactivation.

Examples:

• Credit card has expired
• Free Trial period has ended
• Profile information needs to be updated

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Sending Files (Outbound)

To securely send documents through SecureDock, begin by clicking on the “Send Documents” link located on the navigation bar. Then, follow the straightforward instructions provided below to successfully complete your secure file transfer. This process ensures that your documents are transmitted safely and with the utmost protection.

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)

With SecureDock, your clients can securely upload sensitive or large file sets using an encrypted inbound link that can be conveniently placed directly on your email signature block or company website. The best part is that there is no need for inbound senders to provide a login or password, ensuring a hassle-free and seamless experience for them. This feature allows for efficient and secure file transfers without any additional authentication requirements for your clients.

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To set up your SecureDock Inbound link, please follow these instructions:

1. Access the Dashboard page of SecureDock.
2. On the left-hand side, click on “My URLs.”
3. Copy your Inbound URL or the pre-formatted hyperlink to your clipboard.
4. Open your email signature block or navigate to your company’s website.
5. Paste the copied link at the bottom of your email signature block or on the desired page of your company’s website.

By following these steps, you will successfully integrate the SecureDock email signature link, allowing for secure file transfers through your email communications or company website.

For sender instructions CLICK HERE

Inbound Upload Page – Client View

Whenever clients click on your encrypted inbound link, they will be seamlessly redirected to the secure upload page, where they can easily add their files and complete their secure file transfer. The best part is that there is no need for senders to provide any logins or passwords, ensuring a smooth and hassle-free experience. This streamlined process simplifies the file transfer for your clients while maintaining the highest level of security for their uploads.

Once the upload process is completed, the sender will receive an automated email notification confirming the successful and secure transfer of their files. As the recipient, you will also receive automated email notifications. These notifications will contain a download link for you to access the files securely. This email notification system ensures that both the sender and recipient are promptly informed about the status of the file transfer and can access the necessary files with ease.

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Downloading documents

To retrieve your documents, simply click on the “Download Now” link provided in your SecureDock email notification. This will redirect you to a verification page where you can securely input your SecureDock username and password to confirm your identity. By completing this verification process, you can ensure that only authorized individuals have access to the downloaded documents, maintaining the highest level of security for your files.

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

 

*SecureDock delivers packages in the convenient zip-file format. To unzip or extract the files, follow these steps:

1. Locate your computer’s default download folder.
2. Look for the zip file with the name “SecureDock[date].zip” (the date will be specific to your download).
3. Right-click on the zip file and select the “Extract” or “Extract All” option.
4. Choose the destination folder or location on your device where you want to extract the files.
5. Click “Extract” to begin the extraction process.

By extracting the files from the zip archive, you will have access to the individual files within the package. If you need further assistance or want to learn more about working with zip files, feel free to explore additional resources on using Zip Files specific to your operating system. 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 

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.

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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 provide you with several actions that can be taken for the selected document package. To access these options, follow these steps:

1. Go to the Sent Items section and locate the package you wish to view. Click on the “Expand” icon next to the package to expand its details.
2. Click on the Recipients tab to view the list of recipients associated with the package.
3. Left-click on the recipient for whom you want to take action.

Here are the available Recipient Options:

• • Extend: This option allows you to extend or modify the Link Duration Time for the sent document package. By selecting this option, you can adjust the timeframe within which the recipient can access the package.
  • Set Max Downloads: With this option, you can set or modify the maximum number of allowed downloads for the sent document package. This allows you to control the number of times the recipient can download the package.
  • Resend Package: If you need to resend the document package link to the recipient, this option will initiate the process of sending the package again.
  • Edit Email Address: If necessary, you can edit the email address of any selected recipient. Once the email address is updated, the document download link will be sent to the newly provided email address.
  • Cancel Package: This option enables you to cancel the current file package, making the download link no longer accessible for the recipients.
  • Forward: If you want to securely forward the selected file package to others, this option allows you to do so. You can also add or remove specific documents from the package before forwarding it.

 

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

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

1. Dashboard Indicator: From your SecureDock dashboard, you can navigate to the Received Items report. 
2. Reports Tab: Alternatively, you can click on the Reports tab in the navigation menu to directly access the Received Items report. This tab will display a detailed list of all the files you have received, allowing you to track and manage them effectively.

By utilizing the features available in the Received Items report, you can streamline your workflow and enhance your file management capabilities, ultimately improving your overall file transfer experience.

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.

 

 

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 account settings in SecureDock provide you with the ability to manage and customize various aspects of your account to suit your preferences and requirements. By accessing your account settings, you can easily update and modify important information related to your profile, billing, security, and email notifications.

To access your account settings, simply log into your SecureDock account and navigate to the Settings section, which can be found on the left side of the navigation bar. Clicking on Settings will direct you to a page where you can make adjustments and configurations according to your needs.

Profile Tab

Displays basic account login information such as username, email address, and additional contact information (for internal and/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

Change Password Option

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 (@$!%*?&_#)

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

Secure File Transfer Settings

This tab displays your default company and account settings for inbound and outbound file transfers. 

• • Inbound Package Expire
    This indicates the amount of time that Inbound document package are available for download from your email notifications or Received Items report (Also known as your default company archive period). *The default company archive period is typically 90 days and can be adjusted depending on your company requirements. 

• • Outbound Access Code
    This is the default access code that will be applied to your outbound file transfers. 

• • Outbound Package Expire
    This is the default link expiration time that will be applied to your outbound file transfers. *Refers to the amount of time that document packages can be downloaded by your recipient(s) from within their SecureDock Email Notification.

Virtual Safe Settings

This tab displays your default company and account settings for your Virtual Safes. 

• • Default Safe Type
    This referrers to the default safe type/category template to be used when adding new Virtual Safes to your account.

• • Download Safe Type
    This referrers to the default safe type/category template to be used when retrieving Direct File Uploads to your account. 

Email Notifications Tabs

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. 

Email Notification Types:

• • Confirmation email whenever Outbound files are sent.
  • Notification email when Outbound files are downloaded by recipient.
  • Notification email when Inbound files are delivered to me.
  • Notification email when new files are added to my Virtual Safe Direct Upload URL.
    
  • Notification email when colleagues move files into my (shared) Virtual Safe.
  • Notification email when colleagues upload files into my (shared) Virtual Safe.

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.