Sharing Files with the Secure File Center

You can share files from the Secure File Center window to individual recipients by email address or to groups of recipients by user role. The files appear in each recipient’s Secure File Center window.

1.To share a file from your Secure File Center, you must first save it to your computer.

2.In the Secure File Center window, select the Share Files tab.

3.In the Select Recipients area, do one of the following:

• To share files to a group of users by user role, select Role.
• To share files to a single recipient, select Email. If you select this option, skip to step 6.

4.For Select Role(s), choose which role group you want to receive the files, then select the specific roles from the drop-down list that appears.

5.From the Location drop-down lists, select organizations that will have access to the file(s) you share.

6.If you selected Role in step 3, skip this step. If you selected Email in step 3, enter up to 25 email addresses of users who should have access to the files.

Note: Email addresses are used to send notifications that a file(s) is available in the Secure File Center. Files are not emailed to maintain document security.

7.To select a file to share, click Choose File(s) in the Select Files box. Select the files you wish to share from your computer. You can also drag and drop the files.

Tip: Only these file types can be uploaded: CSV, DOC/DOCX, LOG, OGG, PDF, PPT/PPTX, TXT, XLS/XLSX, ZIP

8.Review the files you've selected to share.

9.Select Share Files.

10.Files you've shared also show up in the View Files tab.
If you've shared the wrong file, you can remove access from all users on the View Files tab. Be sure to use the button for delete under the Actions column instead of the Batch Actions, though. There's more information about this in Downloading Files from the Secure File Center.