When sharing sensitive information, such as personally identifiable information (PII) or protected data, between your company and Mention Me, it's important to do so securely. To protect your data and ensure compliance, we strongly recommend using the Secure Document Transfer feature within the Mention Me platform instead of email or unsecured attachments.
In this guide, you’ll learn how to:
- Access the Secure Document Transfer area within your Mention Me account
- Upload files safely and add helpful descriptions for processing
- View and download files shared by your team or Mention Me
- Understand file retention policies and download timelines
Following this process ensures your data is protected and handled securely throughout the sharing process.
Where to find your Secure Document Transfer
- Once logged into your Mention Me account, Go to Settings & Tools > Under Data & Reporting > select Secure file sharing
Image showing where to access Secure file sharing
Uploading your files securely
- Once you have accessed the Secure Document Transfer page, you will be able to see any files added previously by your team or Mention Me.
- Use the + Upload secure file option to begin the upload process
Image showing where to upload a new file
- Use Choose file to select the file you want to share with Mention Me, then enter a description to help Mention Me identify the file and process it accordingly.
- When your file and description are ready, select Upload.
Image showing an example of the selected file
- After you have uploaded the file, you will be redirected back to the Secure Document Transfer page, where the file will show as it is processed and added to the platform.
Image showing a successfully uploaded file
- Once processed, the file becomes a link to download. You can also download any files that are added here by your team or by Mention Me.
Files added to this area are only available for 2 weeks before automatically being removed.
Image showing the uploaded file available for download