Contacts and recipients
Maintain your address book and select recipients.
This category covers “Contacts and recipients”. The guides are for all Secure File Transfer users.
Recommended starting point: Create a new contact
Create a new contact
Create a contact with company, name, email and mobile.
Edit contacts
Update stored contact details.
Import contacts
Import contacts via CSV (Pro/Business).
Select a recipient from existing contacts
Use contacts in the Email to field.
Search and filter contacts
Find contacts in the list.
Delete contacts
Remove or deactivate contacts.
Avoid duplicate contacts
Prevent and clean up duplicates.
Privacy when storing contacts
Maintain contacts sparingly and for a defined purpose.
Help assistant
Based on published help articles
Answers are generated automatically from published help articles only – never from your files.
Example questions