Secure Upload will be used when you want your clients to upload documents to you. Direct them to your email signature link, and then have them follow the below steps.

After clicking the email signature link button, your client will be met with this page. Have them fill out the information in the fields provided, and upload their files to the spot provided. Then when they have filled out the fields and uploaded your documents, click the blue “Submit” button in the bottom right corner.

After clicking the “Submit” button, your client will be met with this page. This means that they have successfully uploaded your documents. From here they can click on the link to go to the dashboard, or they can, simply, leave the page.

There are two ways you can view documents that have been sent to you.

1. You can go to the dashboard and select the “Submitted” button under the “Secure Upload Workflow” heading, as shown above. This will show a list of all the Secure Upload forms that have been submitted to you (In this example, I have six forms that have been submitted to me). Simply, select the desired form from the list, and then you can click on the uploaded documents to download and view them.
2. You will receive a notification via email when your client uploads documents to you. This email will contain a link to the form. Click that link and that will take you to the form containing the uploaded documents. Click on the uploaded documents to download and view them.