How to create & manage SecureExchanges?

Overview

SecureExchange users who have the Client Advisor role can create and manage SecureExchanges within the SecureExchange platform.

This article outlines the steps to create and manage a SecureExchange.

Create a SecureExchange

Follow these steps: 

1. Login to SecureExchange 
2. Click on Create
   
3. The Create SecureExchange page will be displayed. 
   
4. Enter the following information
   1. Business Case Information 
      1. Give the SecureExchange a Name e.g. Financial Report 2024
      2. Give the SecureExchange a Business case description 
   2. Folder Structure 
      1. Create folders to structure documents via e.g. topics
   3. Client Information
      1. Enter the client information
5. Click Save to create the SecureExchange
6. Click on Send link and finish to send the link to the client via email. Alternatively, you can copy the link to the clipboard and send it at a later stage.

Manage a SecureExchange

Follow these steps: 

1. Login to SecureExchange 
2. Click on Manage
3. The Find SecureExchange page will be displayed.
4. Search for the created SecureExchange via the search field.
5. Select the required SecureExchange and click Open 
   
6. The Manage Content of SecureExchange page will be displayed.

It is possible to: 

• Update client information 
• Create and delete folders
• Rename folders
• Upload and download documents 
• Send link to client via email or copy link to share 
• Close SecureExchange 
• Delete SecureExchange