# Client Support

Documentation to assist customers of George &amp; Bell Consulting.

# LiquidFiles Secure Transfer Service

LiquidFiles is a file transfer service that helps ensure the security and confidentiality of all documents provided to George &amp; Bell Consulting. The service works by ensuring that all confidential documents are transmitted in encrypted form and that the recipient of any document is verified before allowed access.

# Receiving Documents

This guide will walk you through receiving a document securely using a services called LiquidFiles.

<p class="callout info">A recent LiquidFiles update has changed how accessing a document works. Rather than signing in, you'll now be requested to enter in a Secure Token (password). More information on this change can be found below.</p>

## Instructions

1\. An employee of Convyta Partners will send you documents via the LiquidFiles services. You'll receive the following email message. Click **Download Attached** Files, to download the files.

<p class="callout info">Please note the sender of this message will be <no-reply@convyta.com>.</p>

<p class="callout warning">The email address must match the address the company representative sent the files to. If receiving forwarded email messages, please ensure the correct email address is entered.</p>

[![receive_files_securely_p1.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/receive-files-securely-p1.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/receive-files-securely-p1.png)

2\. A browser window will appear requesting that you enter in your email address. Once entered, select **Authorize**.

[![receive_files_securely_p2.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/receive-files-securely-p2.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/receive-files-securely-p2.png)

3\. LiquidFiles will confirm the email address is valid and send a Secure Token (password) to your email address.

[![receive_files_securely_p5.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/receive-files-securely-p5.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/receive-files-securely-p5.png)

4\. Please enter in the received password into the provided box and select **Verify**.

[![receive_files_securely_p3.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/receive-files-securely-p3.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/receive-files-securely-p3.png)

5\. If correct, links to all send files will be presented. Please click the **Download** button beside each file to download.

[![receive_files_securely_p4.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/receive-files-securely-p4.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/receive-files-securely-p4.png)

The files have been successfully downloaded onto your device.

# Sending Documents

This guide will walk you through sending confidential documents securely to a Convyta Partners representative through a services called LiquidFiles.

## Instructions

After a company representative has initiated a File Request, you will receive an email request with a link to upload the documents. On receiving this message, click **Send Requested Files**.

[![sending_documents_p1.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/sending-documents-p1.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/sending-documents-p1.png)

Feel free to write a message back to the company representative. To upload the documents, please either drag-and-drop the files over the *Drop Files Here* section or select **Add Files...**

<p class="callout warning">Please note the total size of all documents may not exceed 10GB and the following extensions are blocked: exe, vbs, pif, bat, cmd, com and cpl.</p>

[![sending_documents_p2.png](https://docs.convyta.com/uploads/images/gallery/2023-10/scaled-1680-/sending-documents-p2.png)](https://docs.convyta.com/uploads/images/gallery/2023-10/sending-documents-p2.png)

Once the files have been successfully attached, they will appear at the bottom of the page. Please check and confirm the files are correct.

[![sending_documents_p3.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/sending-documents-p3.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/sending-documents-p3.png)

When ready, select **Send** to send the files to the company representative. The LiquidFiles service will upload all selected files.

[![sending_documents_p4.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/sending-documents-p4.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/sending-documents-p4.png)

Once all files have been successfully uploaded, The following message will be displayed:

[![sending_documents_p5.png](https://docs.convyta.com/uploads/images/gallery/2023-09/scaled-1680-/sending-documents-p5.png)](https://docs.convyta.com/uploads/images/gallery/2023-09/sending-documents-p5.png)

The company representative will now be informed that the files have been uploaded and are available.