Frequently Asked Questions

 

How do I access my Virtual Safe?

How do I add files to my Virtual Safe?

How do I view / download documents from my Virtual Safe?

How do I share documents with colleagues?

How do I share documents with outside individuals?


My Virtual Safes – User Guide

 

Overview

Welcome to your SecureDock Virtual Safe. This user guide is intended to provide you with step-by-step instructions on how securely store, access, share, and organize all of your strategic documents within one secure, easy-to-use location, right from within your SecureDock account.

 

Getting Started

To access your Virtual Safe, first login to your existing SecureDock account and click on the My Virtual Safes link on the left-hand navigation sidebar or on the dashboard drop-down menu.

The My Virtual Safes page is divided into two main columns. The left column displays all of your active storage safes and the right column shows the contents of any storage safe, folder, or sub-folder that is currently selected. 

*Note: Depending on your industry or company work-flow requirements, your default storage safes may contain a list of preloaded folders and sub-folders that can be used to you better organize your documents. 


Uploading Documents

There are two methods for adding documents to your storage safes. The first method requires manually selecting files from your computer or device and uploading them directly using the “Browse” feature. The second method allows you to add inbound file packages directly to your virtual safes after they are uploaded using your TED Express Inbound link

Method 1: Upload files using the “Browse” feature

Starting at the My Virtual Safes page, first select the destination safe, folder,or sub-folder that you wish to upload files to. *Your upload destination will be displayed in text at the bottom of the page. Next, click the Browse button to select the files from your computer or device. Then click the Upload button to finish adding your files. 

Watch Video Tutorial


Storing Inbound files in your Virtual Safe

Whenever files are delivered to you via your TED Express Inbound link, you will be given the option to download the files directly to your device, or store those documents directly within a new or existing storage safe.

To add files to your Virtual Safe, enter new or existing safe name into the field or select from existing safes before clicking the “Store” button. Once completed, you will be redirected to the My Virtual Safes page to view your documents. 

sending_files


 

Sending Documents Securely

To send documents securely from within our Virtual Safe, first right-click on the safe title, folder, sub-folder, or individual document title you wish to send, then, click the Send Files option from the drop-down menu.

Watch Video Tutorial

Once your items have been selected, you will automatically be redirected back to the Send Documents page where your preselected items will be displayed and ready to send.

To complete your distribution, you must first complete the remaining steps on the form and finish by clicking the Send Documents Securely button.

If additional items need to be selected from your virtual safe, you can also click the “browse my virtual safe files” button to continue selecting additional documents.

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Download / Print Preview Documents

To download or print preview documents from within your Virtual Safe, right-click on the exact safe, folder, or sub-folder that you wish to view. Then click the “Download Files” option from the drop-down menu and a copy of the file(s) will be downloaded to your computer.

Watch Video Tutorial

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Sharing Safes

With the Virtual Safe, you now have the ability to share or give permissioned access to specific storage safes for team members or outside individuals. See below for instructions on how to share safes with colleagues within your organization or outside individuals. 

Watch Video Tutorial

Sharing with colleagues

To share safes with other members within your organization or designated access group, first click on the Share Safe button located at the top of the My Virtual Safes page. This will open a dialog showing your list of available colleagues as well as options to manage your sharing permissions.

While on the Colleagues Tab, scroll or use the search bar to select the individual you wish to share you safe with. Then, click the Edit Permissions button to select which storage safes and permissions you would like to give this person.

 

Sharing Permissions:

Read Only: Allows individual to only download and send content within a shared safe.

Allow Access: Allows individual to download, edit, and send content within a shared safe.

 

Once your sharing permissions have been set, click the Save button to save your changes.

To add additional colleagues, repeat the process above and then click the Done button to exit.

 

*Once your sharing permissions have been set, your colleague(s) will then be able to log in to their existing SecureDock account(s) and will see your shared safe displayed on their My Virtual Safes page, highlighted in BLUE indicating that the safe has been shared by you.

Viewed from colleague’s perspective 

 

 

Sharing with non-account holders (Secondary Users)

To share safes with outside individuals such as clients or other non-SecureDock account holders, we can do so by first clicking on the Share Safes button located at the top of the My Virtual Safes page and then clicking on the Secondary Users tab located at the top of the dialog box.

To create your new Secondary User profile, click New. Then, fill in the fields to complete the new profile.

*Your Secondary User profile will need to include a name, login username, and login password. Once completed, click “Update”.

Now that our new Secondary User profile has been created, we can now select which permissions we would like to give our Secondary User. To do so, click the Edit Permissions button to select which storage safes and permissions you would like to give our new Secondary User.

Sharing Permissions:

Read Only: Allows individual to only download and send content within a shared safe.

Allow Access: Allows individual to download, edit, and send content within a shared safe.

 

Once your sharing permissions have been set, click the Save button to save your changes.

To add additional Secondary User, repeat the process above and then click the Done button to exit.

*Now that your secondary user has been created, and sharing permissions have been assigned, they will now be able to log into the platform from any standard SecureDock login page and manage documents according to the permissions you have set. 

Viewed from Secondary User’s perspective

Viewed from Secondary User’s perspective

 


 

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