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How to Access Files Sent Securely From Reach

Updated: Nov 16, 2022

We email our clients a lot of files. Most of these files contain sensitive information that would not be safe to just add as an attachment, so we always send the files in a secure manner. We use Citrix Sharefile for this. Sometimes we will also send documents that require a signature. We will cover that part here.

If you have never received files from Reach in this manner, the process of gaining access to the documents can seem daunting and sometimes overwhelming. So, we thought we'd put together this handy step-by-step to help walk you through it.

We send you the files.

You will receive an email with the file. You will also get another email that will appear to be from Reach, but the subject line will say something like "Sharefile login information". If you do not see this email in your inbox, check your spam folder.

Screenshot of a GMail inbox.  There are emails from Sharefile and RightSignature

When you open the email from ShareFile, you'll see something like this:

Text explaining someone has sent files using ShareFile.  Link reads: Click here to activate your user account

Once you click the link, you'll be sent to Reach's file-sharing portal where you will create a log in. You'll need to input your first and last name and create a password that meets the requirements. ** Remember this login and password. You will need it for future file access**

Once you have successfully created your login, you will be taken directly to the files from the email. From here you can click the download button to save the files to your computer. That's it! You've got your files and you're all done.

Screenshot of PDF file shared.  Download button highlighted with yellow square.

For Future Emails:

Now that your account has been set up, if you receive an email from us containing documents it will look more like this:

Screenshot of email sent by Reach CPA to share file called  Place holder PDF.pdf   Button says "download attachments"

All you need to do is click DOWNLOAD ATTACHMENTS and log in to your ShareFile portal using the login information and password that you created and didn't lose. (If you do lose your password, it can be reset, but that's going to be a different how-to!)

If we need you to sign a document:

If we require your signature on a document, we will send it to you through a program called RightSignature. You will receive an email from RightSignature this time.

Screenshot of Gmail inbox.  Email from RightSignature is highlighted in green box.

When you open that email, you will see something like this:

Screenshot of email from RightSignature.  Blue button reads "Review & Sign Document"

If the files we are sending are sensitive in nature, we will create a password that should be known to you and send you the hint for that password in a separate email. An example would be "The last 4 digits of your SIN number. "

Once you click the link you will be brought to the document where there will be various fields to be filled out. These could be signature or date fields or checkboxes. Once everything required has been filled out you will be able to submit the document.

Screenshot of RightSignature screen.  Signature and date fields filled out.  Big Red arrow points to submit signature button

Once you have submitted the file a little green box will show up telling you that the document has been executed. From this screen, you will be able to download, share, or delete the document. Once the file has been executed it will be automatically sent back to us so there is nothing else that you need to do.

Hopefully, this will help make the process of accessing your documents a little bit easier. If you have followed these steps and are still having trouble, please reach out and we will see what we can do to help.

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