Note: “This section has been discontinued. Please upgrade to the latest version by calling 800-896-4500 or emailing support@cpasitesolutions.com”
To begin using Secure File Transfer, click on the File Transfer link in your website, and enter a user name of admin with a password of admin…

If your log-in screen doesn’t look like the above picture, click here for instructions on installing the new Secure File Transfer tool.

Note: Your client, when logged in will see only the following:

You are now logged in as the administrator (you can change the user name and password at another time if you so desire), and should see a screen that looks like the graphic below (click the labeled parts to jump to the description):

Download/ Delete/ View Files:

To the left of each listed file there are two or three icons that can be clicked for file interaction. If the file is a graphic, a PDF or other viewable file type, a View File icon will be available. Click this to open a separate view window to look at the file. Click on the icon in the middle to download the file to your computer, or click the trash can icon on the right to delete the file from the secure file area.

You have a finite amount of space available in your secure file transfer area (available space will be noted in the top right corner), so once you no longer need certain files in your file transfer area it is a very good idea to delete them.

Add User:

Click this button to add a new user zone to the File Transfer. Enter a user name (may not contain spaces) and a password (must be between 5 and 20 characters).

Keep in mind, the user name and password is case-sensitive, so unless specifically requested, it’s best (and easier to remember) to use all lower-case characters.

User Email: If you want the user to be sent an email when you have uploaded a file to their file transfer zone, add the email address in this field.

Acct. Email: If you wish to be sent an email when the user uploads to this account, place your own email address in this field.

Edit User:

Click this button to edit the settings for a user.

A small window will pop open and give you a pull-down menu to select a user from. Selecting a name will bring you to the next screen:

From here you can edit the password, user email or acct. email.

Delete User:

To delete a user from the File Transfer area, click the Delete User link, select the user from the pull-down menu and click the Delete User button.

Edit Notification Message:

Click this button to edit the user notification message. This is the message that will be sent to the user/administrator when a file is uploaded (see red-marked area in the picture below). If you wish to change the message, change the noted message text and click the Save Changes button.

Help:

This button will bring you to the page you are reading right now.