> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/secure-files.md).

# Secure Files

Send documents to clients and trusted third parties, and ask for documents back, from the household page. They open a private link and confirm it's them with a code by text or email.

**Secure Files** is how you send documents to a client, their accountant or solicitor, and how you ask them for documents back, without email attachments.

From the household page, or a job, you drop the files on the **Secure files** card, tick who should get them and press **Send securely**. Each person gets their own private link by email. When they open it, they confirm it's them with a 6-digit code sent by text or email. They can then download what you sent and upload what you asked for, from a phone or a computer.

## How it fits together

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-e1d3e10414b3933e0835a5c05c6ef9c6a1770232%2Fsecure-files-send.gif?alt=media" alt="Sending a file securely from the Secure files card"><figcaption><p>All names shown are examples.</p></figcaption></figure>

1. **You send.** Drop files on the card, or pick files already on the household. Choose the people. Add a message if you like.
2. **They get a private link.** It's emailed from your firm, either through Rubica email or from your own Outlook, depending on how your firm is set up. Each person's link is theirs alone.
3. **They confirm it's them.** A 6-digit code goes to their mobile or email. Their device can be remembered for 7 days so they aren't asked every time.
4. **They download and send back.** They see your message and documents, and, if you let them, a place to send files back. What they send lands on the household for you to review.
5. **You review.** Uploaded files appear under **Activity** on the card, with a bell notification. **Keep** them or mark them **Not needed**. Your firm can have kept files filed automatically into SharePoint, Box or anywhere else.
6. **Access ends.** Links expire after 30 days by default. You can extend a share or stop access at any time.

Every open, download and upload is recorded against the share.

## In this section

* [Sending Files Securely](/households/secure-files/sending-files.md): for advisers and support staff.
* [Requesting Documents](/households/secure-files/requesting-documents.md): asking a client or third party to upload documents.
* [What Your Client Sees](/households/secure-files/what-your-client-sees.md): the client's experience, step by step.
* [Reviewing What Comes Back](/households/secure-files/reviewing-uploads.md): checking uploads, keeping them, and managing a share.
* [Setting Up Secure Files](/households/secure-files/setting-up-secure-files.md): for admins. Placing the card, permissions, email settings, automation and the filing webhook.
* [Security and Data Handling](/households/secure-files/security-and-data.md): where files are stored, how firms are kept apart, and what is logged.