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?

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, a password reset link will sent to your inbox. 

 


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.

MyURLs_Inbound_URL_Img_

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

Inbound_Drag_Drop_Files_Img

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

Your My URLs page lists all the important Inbound URLs associated with your SecureDock account. 

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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 SecureDock account and click Settings on the left navbar.

Profile Tab

Displays basic account login information such as username, email address, and additional contact information (for internal and/or administrative purposes).

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 (@$!%*?&_#)

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

This tab allows you to add additional login Two Factor Authentication to your account. 

2FA Methods Include:

      • Mobile phone
      • Authenticator App

Virtual Safe Tab

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

    • 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. 

TED Express Tab

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

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

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. 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


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