This article will teach you about the Packaging feature and how to send files from Cirrus
Document security is our top priority. There are many cases where you may need to provide files from a deal, securely, to a party outside of your organization. Simply emailing documents may not provide the security you need, so we have a secure send option to help.
Cirrus advises against using email to send documents. Emailing requires user to download files that could contain PII. Emailing also requires that the email is secure, which is never guaranteed.
To send a package:
- Navigate to your checklist, and the Actions checkbox at the top of the list of DocTitles, which will display the Actions options. This includes "Send a Package." You can also send a package using the box icon across the horizontal strip of icons at the top:
- Click Package Options to select the package you want to send
- Enter the recipient or recipients.
- Your organization may have set a reminder schedule, or you can set reminders as well.
- Don't forget to add any other attachments separate from the documents uploaded to the checklist
Here is a short video showing this process: