Using Secure Uploads

Using Secure Uploads

00:00: Learn how to efficiently navigate the agent tools secure uploads 00:04: feature in the CPN. 00:06: Log into the CPN and select the agent tools module. 00:10: Navigate and select secure uploads from the menu. 00:14: Double click the agent secure, upload folder in the upper left-hand corner. 00:20: When you send the secure upload link to a client from the CPN and they use 00:24: that link to upload a document, the CPN will automatically create a folder 00:28: for that client with the attached document. 00:31: Select the client's folder. 00:34: Click the folder with the date of upload. 00:37: Click the document to view. 00:39: Click on download file to save the document. 00:43: Name the file and click save. 00:46: Select close to exit the window. 00:48: Click secure uploads to return to the agent tools menu. 00:53: Click return to lob to return to the main CPN modules. 00:58: This guide covered navigating, the agent tools secure uploads feature. 01:02: It is important to have clients submit sensitive documents such as birth 01:06: certificates securely in order to remain compliant with HIPAA requirements. 01:11: You can learn more about secure, upload links in the send Cognito lesson. 01:15: If you have questions you can call the office at 801-901-3519 01:20: or email agent support at agent support at ensure with compass.com.


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