How to Review Secure File Transfer

  1. To begin, click the link on the Secure File Transfer email. You will be directed to the Secure File Transfer page to review the file.



  2. Next, open the Actions menu and click Edit this Transfer.



  3. Review the Secure File Transfer. You can make changes to the Secure File Transfer like adding or removing documents.



  4. Lastly, click Send to send the Secure File Transfer to the recipient.