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Add Attachments

Messages with a couple of accounts can be placed into the message. For three or more accounts, send as an attachment. Ensure the field, “Contains Confidential Data” located on the previous screen is check marked.

  1. Select “Browse...” to locate the desired file to attach.
  2. Click “Update File” to attach it to the message.
  3. Click the attachement icon to validate three account numbers.

Secure Exchange will ask you to validate three accounts from the attached document.
 


 

  1. Press “Send Message” to process the message or “Cancel Message” to abort.
Note: Validation will be performed within the subject line and body of the text to ensure that both the sender and recipients are authorized viewers of the account numbers. If they are not, then the sender will be locked out of Secure Exchange and the message will not be sent.

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