1. Go to the Secure File Transfer page on your web site.

2. Click on the small administration link on the bottom of the page.

3. Enter your starting login name: admin and password: admin. Then click on the login button.

4. Change Your Login Name and Password by adding a new account by clicking on the Add button.

5. Enter your new login name and password. Confirm the password then click on the Administrator button. And click on OK when finished. Please write your new login name and password down in a safe place you will need it to add new users/clients.

6. For higher security please delete the original admin user by clicking on the File Transfer link to get back to the File Transfer page. Then click on the small administration link on the bottom of the page. Enter your new login name and password. Then click on the login button.

7. Now click on the button next to the admin user and then click on the Remove button.

 

How To Setup Accounts For Your Clients

1. Go to the Secure File Transfer page on your web site.

2. Click on the small administration link on the bottom of the page.

3. Enter your new login name and password. Then click on the login button.

4. Add a new account by clicking on the Add button.

5. Now assign your client a login name and password. Enter your client’s new login name and password. Confirm the password then click on the Members button. And click on OK when finished. It’s a good idea to write the login names and passwords in a journal in case your clients forget.

To add multiple users at one time, simply click on the back button on your browser and enter your next client’s information.

1. All your clients need to do in order to send you a file is to go to the Secure File Transfer page on your web site.

2. Then they should login under the "Send a file to us" section by entering the login name and password you assigned them.

3. To select the file they want to send all they need to do is click on the Browse button to find the file to send. Once they’ve found the file they should click on the OK button.

4. To send you the file they simply need to click on the Send File button.

 

1. All your clients need to do in order to pick up a file you’ve posted for them is to go to the Secure File Transfer page on your web site.

2. Then they should login under the "Receive a file from us" section by entering the login name and password you assigned them and then click on the "Login" button.

3. Now they will be able to see the file(s) you’ve posted for them. At this point they should right click on the download link, and click on "Save Target As" when the menu pops up.

4. Then they can select where they want to place this file on their hard drive. When they are done they should click on the "Save" button.

1. All you need to do in order to post a file for your clients is to go to the Secure File Transfer page on your web site.

2. Login under the "Send a file to us" section by entering the login name and password you assigned your client.

3. To select the file you want to send all you need to do is click on the Browse button to find the file you want to send. Once you’ve found the file they should click on the OK button.

4. To post the file click on the Send File button