How do I share a file with a friend or trusted associate?

Transcription

1 Sharing Information How do I share a file with a friend or trusted associate? Sharing a file in InformationSAFE is easy. The share utility in InformationSAFE allows you to securely share your information with loved ones and other trusted friends or service providers. Before you want to share a file, make sure that your computer is connected to internet. Once the computer is connected to internet, simply follow the steps given below to share a file with a friend or trusted associate. 1. To share a file, click the Share button in the tool bar. 2. The Share Documents by dialog will be displayed. You can encrypted copy of whatever IformationSAFE data you wish them to access. To a single page copy of one of your records, click the check box, Send This File. NOTE: If your recipient is not expecting this , it might be prudent to let him know you ve sent it. Occasionally from an unknown third party such as InformationSAFE can be accidentally caught in a recipient s spam filter. Informing the recipient of the will allow them to check for the message in the event it does not show up in their Inbox automatically. 3. Select the file that you want to share from the drop down list. 4. Then click the Continue button at the end. 5. The Send Document dialog will be displayed. 1

2 6. Enter the Name of the recipient to whom you wish to send the file. 7. Enter the right id of the recipient to send the file. 8. If you wish, you can send any instruction or Message along with the file. Simply delete default message and then add your message or edit default message. If you don t change anything, the default message is sent to the recipient along with the file. 9. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access the file that you have shared. You can provide up to 3 security questions with answers for highly secured sharing. 10. To preview what you are sending, click the Preview button. 11. Finally click the Send button at the end to send the file for sharing. 12. The success message will be displayed. You are also asked whether you would like to send file to another recipient or not. If you wish to continue sending the file to more recipients, click the Yes button else click the No button to end the sharing process. How do I share a category of files with a friend or trusted associate? Sharing a category of files in InformationSAFE is easy. The share utility in InformationSAFE allows you to securely share your information with loved ones and other trusted friends or service providers. 1. Before you want to share a category of files, make sure that your computer is connected to internet. 2. Once the computer is connected to internet, simply follow the steps given below to share a category of files with a friend or trusted associate. 3. To share a category of files, click the Share button in the tool bar. 4. The Share Documents by dialog will be displayed. You can 2

3 encrypted copy of whatever InformationSAFE data you wish them to access. To a category of files, click the check box, Send This Category. 5. Select the category of files that you want to share from the drop down list. 6. Then click the Continue button at the end. 7. The Send Document dialog will be displayed. 8. Enter the Name of the recipient to whom you wish to send the category of files. 9. Enter the right id of the recipient to send the category of files. 10. If you wish, you can send any instruction or Message along with the category of files. Simply delete default message and then add your message or edit default message. If you don t change anything, the default message is sent to the recipient along with the category of files. 11. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access the category of files that you have shared. You can provide up to 3 security questions with answers for highly secured sharing. 12. To preview what you are sending, click the Preview button. 13. Finally click the Send button at the end to send the category of files for sharing. 14. The success message will be displayed. You are also asked whether you would like to send the category of files to another recipient or not. If you wish to continue sending files to more recipients, click the Yes button else click the No button to end the sharing process. How do I share an entire InformationSAFE Reference Book via with a friend or trusted associate? Sharing an entire InformationSAFE reference book is easy. The share utility in InformationSAFE allows you to securely share your information with loved ones and other trusted friends or service providers. 3

4 Before you want to share an entire InformationSAFE reference book, make sure that your computer is connected to internet. Once the computer is connected to internet, simply follow the steps given below to share an entire InformationSAFE reference book with a friend or trusted associate. 1. To share an entire InformationSAFE reference book, click the Share button in the tool bar. 2. The Share Documents by dialog will be displayed. You can encrypted copy of whatever InformationSAFE data you wish them to access. To an entire InformationSAFE reference book, click the check box, Send This Reference Book. 3. Then click the Continue button at the end. 4. The Send Document dialog will be displayed. 5. Enter the Name of the recipient to whom you wish to send an entire InformationSAFE reference book. 6. Enter the right id of the recipient to send an entire InformationSAFE reference book. 7. If you wish, you can send any instruction or Message along with the entire InformationSAFE reference book. Simply delete default message and then add your message or edit default message. If you don t change anything, the default message is sent to the recipient along with the entire InformationSAFE reference book. 8. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access the entire InformationSAFE reference book that you have shared. You can provide up to 3 security questions with answers for highly secured sharing. 9. To preview what you are sending, click the Preview button. 10. Finally click the Send button at the end to send the entire InformationSAFE reference book for sharing. 4

5 11. The success message will be displayed. You are also asked whether you would like to send the entire InformationSAFE reference book to another recipient or not. If you wish to continue sending the entire InformationSAFE reference book to more recipients, click the Yes button else click the No button to end the sharing process. How do I share my login username and password with a friend or trusted associate? The share utility in InformationSAFE allows you to securely share your login username and password information with loved ones and other trusted friends or service providers. Before you want to share your login username and password information, make sure that your computer is connected to internet. Once the computer is connected to internet, simply follow the steps given below to share your login username and password information with a friend or trusted associate. 1. To share your login username and password information, click the Share button in the tool bar. 2. The Share Documents by dialog will be displayed. You can encrypted copy of whatever InformationSAFE data you wish them to access. To your login username and password information, click the check box, Send My Login Username and Password. 3. Then click the Continue button at the end. 4. The Send Document dialog will be displayed. 5. Enter the Name of the recipient to whom you wish to send your login username and password information. 6. Enter the right id of the recipient to send your login username and password information. 5

6 7. If you wish, you can send any instruction or Message along with your login username and password information. Simply delete default message and then add your message or edit default message. If you don t change anything, the default message is sent to the recipient along with your login username and password information. 8. Then for security reasons, provide at least 1 question along with the answer that must be provided by the recipient in order to access your login username and password information that you have shared. You can provide up to 3 security questions with answers for highly secured sharing. 9. To preview what you are sending, click the Preview button. 10. Finally click the Send button at the end to send your login username and password information for sharing. 11. The success message will be displayed. You are also asked whether you would like to send your login username and password information to another recipient or not. If you wish to continue sending your login username and password information to more recipients, click the Yes button else click the No button to end the sharing process. How do I see if a recipient has accessed shared logon information? 1. Click the Contacts button in the tool bar. 2. Select the recipient from your contacts list and then click the History button in the right side column. 3. If the recipient has made login attempts, the list of login attempts will be displayed along with the details such as the Login Date, IP Address of the system he logged in and also whether the login attempt was successful or not. 6

7 How do I cancel a recipient s ability to retrieve a shared document? 1. Click the Contacts button in the tool bar. 2. Select the recipient name in the contacts list and then click the Access button in the right side column. 3. Under Permissions section, click the None link above the View column. By not giving permission to view your information, you are canceling the recipient s ability to retrieve a shared document. How do I cancel a recipient s ability to access shared logon information? 1. Click the Contacts button in the tool bar. 2. Select the recipient name in the contacts list and then click the Access button in the right side column. 3. Under Permissions section, click the None link above the Change column. By not giving permission to change your information, you are canceling the recipient s ability to access shared logon information. 7