Secure File Drop

Help

Secure File Drop lets you send PDF and Word documents that contain private information, like closing documents, IDs and payoff letters, without attaching them to an email. You upload the files, copy a link, and paste the link into your own email to the recipient. Before they can download anything, we email them a one-time code to prove the link reached the right person.

Sharing documents

  1. Sign in with your usual work account. If you work for more than one company, choose which one you're sending from. You can change it later with Switch company at the top of the page.
  2. Add your files. Drag them onto the box, or click choose files. You can add 20 files to one link: PDF or Word (.pdf, .docx, .doc), up to 100 MB each. To take a file off the list before sending, click Remove.
  3. Enter who you're sending to. One link can go to up to 10 people. Put each email address on its own line, or separate them with commas or semicolons. You can also copy the To line from an Outlook email and paste it in. The form lists the addresses it found and points out any that aren't valid. Each person gets their own one-time code at their own address, so make sure every address is correct. Only the people listed here can open the files, even if the link is forwarded.
  4. Choose how long the link lasts (7 days unless you change it, up to 30 days), and optionally how many times each person can download each file. With a limit of 1 and three recipients, each of the three can download every file once.
  5. Click Upload and create link. Your files upload and are checked for viruses, which usually takes under a minute. The status shows Checking files, then Active.
  6. Copy the link and paste it into your email to the recipient. If you listed several people, you can send everyone the same link in one email, or paste it into a separate email to each. The link is only shown once. We don't keep a copy, for security. If you lose it, revoke that share and create a new one.

Tip: you don't need to describe the documents in your email. Something like "Here's the secure link to your closing documents" is enough.

What your recipient sees

  1. They click your link and see your name and company, plus a button to Email me a code.
  2. We email them a 6-digit code from your company's address. The code works for 10 minutes. If it doesn't arrive, they can ask for a new one.
  3. They enter the code and see the list of files, each with a Download button, plus Download all.

They don't need an account or a password, and they never see your other shares.

Tracking and revoking

How do I know they got it?
The first time each recipient downloads, we email you. Under Recipients, each address shows whether that person has downloaded yet. The Downloads column on your list shows the total.
What does each status mean?
  • Uploading / Checking files: still being uploaded or virus-checked. The link won't open yet.
  • Active: ready. The recipient can request a code and download.
  • Rejected: a file failed the check (a virus, or not a real PDF or Word file). Hover over the status to see which file. Nothing was sent; fix the file and share again.
  • Expired: the link's time ran out.
  • Revoked: you turned the link off.
Can I see who opened it?
Click Activity next to a share. You'll see when codes were sent, wrong codes entered, and files downloaded, along with the address and internet location (IP) of each action.
I sent it to the wrong person, or need to take it back.
Click Revoke. The link stops working right away and the files are deleted. If they've already downloaded, revoking can't undo that, so let your manager know.
How long are files kept?
Files are deleted automatically after 30 days, whatever the link's expiry. The activity record is kept for seven years.

Troubleshooting

The recipient says the code never arrived.
Ask them to check their spam or junk folder, and confirm the address you entered is right (it's on your list under Recipients). They can request a new code after 30 seconds, up to 5 times an hour. If the address was wrong, revoke the share and create a new one with the right address.
The recipient says the link is expired or unavailable.
The link has expired, been revoked, or used up its download limit. Create a new share. Also check that they used the whole link; some email programs break long links across two lines.
The recipient says the code doesn't work.
Codes expire after 10 minutes, and after 5 wrong tries they need a new one. They should use the newest code if they asked more than once.
My file won't upload.
Only PDF and Word files (.pdf, .docx, .doc) up to 100 MB can be shared. Word files with macros (.docm) aren't allowed. Save as .docx or PDF instead. For other file types, save or print them to PDF first.
It says my account doesn't have access.
Your account hasn't been set up for this app yet. Contact your IT support.

Keeping it safe