Getting Started Checklist (The Basics)

The checklist below is provided to help you get started with SFX (Secure File Exchange).

 

Tasks are listed in the order in which they are typically performed.

 

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TASK

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Review User Roles

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Review how to navigate in SFX

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Review the video, "Where are the Menu Options"

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Create Folders

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Add Files

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Update an Existing File

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Submit Draft for approval (if necessary)

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Set up Alerts

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Set up Favorites

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Modify Access to your Folders or Files (if necessary)

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Check files out / in (to edit as necessary)

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Approve Drafts (if you are an approver)

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Administer the Repository (add users, access rights, etc)

 

(This is not a comprehensive list of everything you can do... just a list to help get you started with Secured File Exchange)