![]() ![]() This name will be visible to the recipient. Package Title: Choose a name for the Package. You can also click Cancel located in the bottom left-hand corner if you would like to exit the wizard. ![]() As long as the Package has not yet been sent you can click the tabs at the top of the modal and complete the sections in any order. This will begin a wizard which will guide you through the steps of the process. To get started, you'll first need to create a Package. You can send documents, images, videos, or any other type of file within a Package.įile Transfers can be initiated by the Super Admin, Admin, Project Manager, and Office Manager Roles.Ĭlick the Transfer Files button at the top of the screen. The file or collection of files is sent as a Package, which acts as a container. ![]() This feature is perfect for sending large and/or sensitive documents, especially to non-tech savvy customers. Since the transfer takes place outside of the platform, the recipient is not required to even have an account. You can protect the file(s) with password protection, a limited number of downloads, and expiration after a certain time frame. FILES: File Transfer What is File Transfer?įile Transfer allows you to send a file or set of files to someone via a secure download link. ![]()
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