Udext's Secure File Sending feature provides an extra layer of security for sensitive documents, ensuring that confidential information remains protected when sent to employees. This guide will walk you through the simple steps to send secure files directly from your Inbox tab.
Accessing Secure File Sending
Go to the Inbox Tab:
Start by navigating to the Inbox tab in your Udext account.
Initiate a One-on-One Conversation:
Open a conversation with the employee to whom you want to send the secure file.
Uploading and Securing the File
Upload the File:
In the conversation window, upload the file you wish to send. If you are having trouble with uploading file, see Using Your Inbox.
Enable Secure Sending:
Once the file is uploaded, you'll see an option labeled "Secured" next to the file.
Toggle this option on to make the file secure.
Sending and Accessing Secure Files
Send as a Secure Link:
When you send the file, it will be delivered to the employee as a secure link.
Two-Factor Authentication for Access:
Upon clicking the link, the employee will be prompted to complete a two-factor authentication (2FA) process using their phone number.
They will receive an SMS code on their phone. By entering this code, they can view and download the file.
Ensuring Document Security
This feature is especially useful for sending confidential or sensitive documents. The 2FA requirement adds an extra security measure, ensuring that only the intended recipient can access the file.
Questions? Chat with us or email [email protected]