> 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/sending-files.md).

# Sending Files Securely

Send documents to a client or trusted third party from the household or a job.

<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 from the Secure files card: choose the file, write a message, let them send files back, Send securely, Send now"><figcaption><p>All names shown are examples.</p></figcaption></figure>

## Send files

1. Open the household, or a job for that household, and find the **Secure files** card. Most firms have it on its own **Secure Files** tab.
2. **Drop the files onto the card**, or click **Choose files**. To send something already saved on the household, click **From household files** and pick it.
   * Each file uploads straight away and shows **secured** when it's ready.
   * Files can be up to **100 MB** each. Files picked from the household must be under about 4 MB; for larger ones, download the file and drop it on the card.
3. Under **Send to**, the household members with a mobile or email are already ticked. Tick anyone else you want, such as an accountant or solicitor linked to the household.
4. For each person, choose how they get their code: **Text** or **Email**. Text is the default when a mobile is on file.
5. Add a **Message** if you want. It appears in their email and on their secure page.
6. Optional:
   * Click **Let them send files back** if you also want documents from them, such as statements or ID. Say what you need in the message. See [Requesting Documents](/households/secure-files/requesting-documents.md).
   * Change **Expires in** (7, 14, 30 or 90 days). The default is 30 days.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-1e1c1db05d679e27a4b2e59ee0064219f6a63fe4%2Fsecure-files-compose.png?alt=media" alt="The Secure files card with two files ready, Alex Thompson ticked, a message and Let them send files back"><figcaption><p>All names shown are examples.</p></figcaption></figure>

7. Click **Send securely**. A line appears saying exactly who it's going to and how they'll verify, for example *Send 1 file to Alex (email code) (they can send files back)?*
8. Click **Send now**.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-dc1d9642ec269ef9b88f9992232ccbe8b79b6d46%2Fsecure-files-confirm.png?alt=media" alt="The confirm line: Send 1 file to Alex (email code) (they can send files back)? with Back and Send now"><figcaption><p>All names shown are examples.</p></figcaption></figure>

The card confirms who it was sent to. Each person gets an email with their own private link.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-2236ce8e6d15d2ec56ad7ac2882bda3a2fbf765b%2Fsecure-files-sent.png?alt=media" alt="Sent securely to Alex, with a Copy link button"><figcaption><p>All names shown are examples.</p></figcaption></figure>

{% hint style="info" %}
**Someone with no email?** They still get a link. Click **Copy their link** on the confirmation (or later under **Activity**) and send it to them yourself. Their code still goes to their mobile.
{% endhint %}

{% hint style="warning" %}
A person with neither a mobile nor an email can't be ticked, because there's no way for them to prove it's them. Add a mobile or email to their contact first.
{% endhint %}

## Who you can send to

* **Household members**, the people on the household.
* **Trusted third parties**, contacts linked to the household through [External Relationships](/households/external-relationships.md), such as an accountant, solicitor or family member.

## What the email looks like

The email comes from your firm's name. Depending on your firm's setting it is sent either:

* by **Rubica email**, from *Your Firm via Rubica <<secure@rubica.au>>*. Replies go to you; or
* from **your own Outlook** mailbox, using your firm's own template, which admins can edit.

It says who sent it, your message, what's waiting for them, and an **Open secure link** button. It also says how long the link lasts and that they'll get a code when they open it. See [What Your Client Sees](/households/secure-files/what-your-client-sees.md).

## Sending from a flow or an agent

Admins can let flows and Rubica agents send secure files with the **Send secure files** action. See [Setting Up Secure Files](/households/secure-files/setting-up-secure-files.md#automated-sending).
