July 12, 2016

FAQ / Help – Virtual Safe

How do I login to my Virtual Safe?

Where do I go if I have forgotten my login Password?

How can I update / modify my account information?

How can I view my stored documents?

How do I upload documents into my Virtual Safe?

How do I add a new safe to my docking port?

Who do I contact if I have a problem accessing my SecureDock account?


Client Virtual Safe – User Guide

 

 

Account Login

You can access your Virtual Safe account from any internet connected computer using any of the two methods listed below:

Virtual Safe Login Page (Direct Link): www.mysecuredock.com/client

SecureDock Website
Visit www.secure-dock.com and click on Login. Then select Virtual Safe Login (Link to Client Virtual Safe Login Page)
Watch Tutorial

Password Reset
To reset your account password, click on the Forget your ID or password? link located on any standard Client Virtual Safe Login Page www.mysecuredock.com/client. Once you have entered your username, or email address, you will be sent 2 emails containing your new login information. Upon re-entry, you will then be asked to update your login password.

 

 

 

Docking Port Navigation

The Docking Port page provides you with easy navigation throughout the site. In the center panel, you will see all the storage safes that are currently active within your account. Along the left side of the page, you will see a list of navigation links that will allow you to perform various tasks that are available throughout the system.
Watch Tutorial

 

 

 

Client Profile

Your client profile page allows you to view and update any of your current account information. This includes your login username, email address, contact information, and payment information. To access your client profile page, click on the Manage Account navigation link and then click on Client Profile from the drop down menu.  

 

 

Viewing Safes

All safes that are currently active within your account will be shown in the center panel of the Docking Port page. You can also view all your current active safes by clicking the navigation link labeled Safe Inventory located on the left-hand side of the Docking Port page. This will take you to the Safe Inventory page where you will see a table listing all the current safes that are active within your account.

Note: Blue lock icons indicate system loaded safes, meaning they can only be edited or deleted by a system administrator. Green lock icons indicate client loaded safes, meaning they can be edited or removed at any time by the main account holder.

Watch Tutorial

 

 

Adding Safes

To add a new safe, click on the Manage Accounts navigation link, then select the option labeled Safe Inventory from the drop down menu. You will then be taken to the Safe Inventory page where you can add, edit or delete storage safes from your account. The Current Safe Inventory Table will show you all the safe that are currently active within your account. To add a new safe, click the button labeled New Safe. After naming the new safe, and selecting the safe type using the drop-down menu, click Save, and your new safe will be added to the current safe inventory list.
Watch Tutorial

 

 

Viewing Documents

Starting at the Docking Port page, select the safe containing the documents you wish to view. Upon entering your selected safe, you will be taken to the document viewing page. Along the left side of the page you will notice a list of categories and sub-categories. Whenever a category or sub-category title is selected, any documents stored within that category or sub-category will appear in the center panel. To view all documents stored within your safe simultaneously, click on the Expand All button located above the category list. Once selected, all documents stored within the safe will appear center panel.
Watch Tutorial

 

 

 

Sending Documents Securely

Start by selecting a document from the document page. Click on the document title that appears in the center panel. Next, click on the option labeled Add to Outbox. The selected document will then loaded into the Document Outbox. To send the document securely, click on the button labeled Email. Using the text fields that appear, enter the recipient’s name, email address and optional messages. If desired, you may choose one of three optional link duration time periods. These time periods allow you to choose how long your document(s) will stay active inside the recipients email inbox. In the event that the recipient fails to open the secure link within the allotted time period, the link will expire, no longer being available for the recipient to open. Once all information has been completed, click Send Email. The recipient will then receive an email containing a secure document link.
Watch Tutorial

 

 

Custom Document Categories

Starting at the Docking Port page, select a safe you would like to work with. Once inside the document viewing page, you will see your current list of document categories listed along the left side of the page. To modify the category list, click on the Edit Categories link shown at the top of the category list. You will be taken to the Category page where you will see a two column table showing all the current document categories and corresponding sub-categories within the chosen safe. Here you can add, edit, or delete current categories and sub-categories that are listed.

Note: Blue lock icons indicate system categories, meaning they can only be edited or deleted by a system administrator. Green lock icons indicate categories and sub-categories that can be edited or removed by the main account holder.

Watch Tutorial

 

 

Document Sharing and Visibility

Start by selecting any document from within any selected safe. Click on the document title and the options menu will appear on the right side of the page inside the selection safe. Click on the option labeled Make Document Private. Once the document has been made private, a blue lock icon will appear on the right side of the document title.

Note: Documents set as private will only be visible to the account holder. Your system administrator will not be able to open or view any document that has been marked as private

Watch Tutorial

 

 

Uploading Documents

Starting at the Docking Port page, select the storage safe that you wish to upload your document into. Once inside the document viewing page, you will notice a section under the heading Document Inbox. From the document inbox, select the category and sub-category in which you would like to place your new document. Then, using the title field, enter the document title they way you wish it to appear in the document list. One you have titled the document, click the Browse button to select the document you wish to upload from your computer’s hard drive. Once completed, click Upload. 
Watch Tutorial

 

 

 

Downloading Documents

Start by selecting a document from the document page. Click on the document title to reveal the options menu on right side of the page. Click on the option labeled Add to Outbox. The selected document will then be ready for either distribution or download. Next, click the Download option and then input the name of the zip file to be saved onto your computer. Once completed, click the Download file(s) button. Your selected document(s) will then be download directly onto your computer.
Watch Tutorial

 

 

Print / Preview Documents

Starting at the Docking Port page, select the Virtual Safe containing the document you wish to print. Once inside the document viewing page, select the document you wish to open. Once the document has been selected, you will be presented with a list of options that will appear within the selection panel on the right. Click on the option labeled Print / Preview. Once selected, you will be prompted by your computer’s operating system to either save the document to your computer, or to open the document. Click Open. The document will then open in the proper format and will be ready to print or preview. If you wish, from this point you can also save the document to your computer.
Watch Tutorial

 

 

Deleting Documents

Starting at the Docking Port page, select the Virtual Safe containing the document you wish to delete. Once inside the document viewing page, select the document you wish to delete. Once the document has been selected, you will be presented with a list of options that will appear within the selection panel on the right. Click on the option labeled Delete Doc. After confirming your deletion, your document will be placed into a temporary recycling bin where it can be restored or automatically and permanently deleted within 14 days from the date of deletion.
Watch Tutorial

 

 

Recently Sent Document

To view detailed records of any document(s) sent / distributed from your account, first select the link labeled Recently Sent Documents located on left side of the Docking Port page. Once selected, a table will appear displaying a record of each document that has been distributed from your account via the Document Outbox. This list includes the date/ time of the distribution, as well as the recipient’s name, document status and file names. A document(s) with a Pending status have not yet been opened by the recipient. Documents with a Completed status have been received and opened by the recipient. Documents with an Expired status were not opened within the allotted link duration time period, and can no longer be opened by the recipient.

 

 

Secondary Users

As a way to give your clients and colleagues exclusive shared access to specifically selected storage safes, the Client Virtual Safe allows you to add Secondary Users to your Virtual Safe account Each secondary user will be provided with their very own login credentials, assigned by you, the main account holder. When a Secondary User logs into the system they will have access to only the safe(s) selected by the main account holder. All activity in those selected safes will be viewed by both the main account holder and the Secondary User.

Adding Secondary Users
To add a new Secondary User to your account, first click on the Manage Accounts navigation tab, and then select Secondary Users from the drop down list. This will bring you to the Secondary Users page where we can now add Secondary Users to the system. To add, Click New and then input the necessary information regarding our Secondary Users account. Next, you will need to select the safes that you wish to share with your new secondary user, as well as assign the necessary permission for each safe you are making visible.

 

Note: It is the responsibility of the main account holder to provide Secondary Users with their unique login credentials.

 


Minimum System Requirements

 

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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

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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

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Need any extra help?

Our technical support staff, located in Irvine, California, will be happy to help.

Email us at

support@secure-dock.com

or

Call us direct at

(949) 387-5400