This category covers “Getting started”. The guides are for all Secure File Transfer users.
Recommended starting point: Create a Secure File Transfer account
Create a Secure File Transfer account
Create an account, confirm your email and get started.
Sign in to Secure File Transfer
Sign in with email, password and an optional 2FA code.
Get to know the interface and dashboard
Find your way around navigation and plan-dependent menu items.
Forgot password and set a new password
Reset your password via an email link.
Edit personal settings
Avatar, 2FA and how this differs from branding.
Send your first file securely
Complete your first send via New transfer.
Help assistant
Based on published help articles
Answers are generated automatically from published help articles only – never from your files.
Example questions