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Navigate to Secure File Exchange on the menu.
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To upload a file, click ‘+ Create File’ in the top right-hand corner.
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You can upload files with a size of up to 20MB200MB.
Enter a name and description for your file, and select which company you would like to share the file with from the dropdown menu. This will make it accessible to all users from the company you have selected who have access to the platform, as well as your consultants.
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Click the three-dots menu under ‘Actions’ to download a file.
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