Operating Instructions

How to Access SecureDock

    1. Go to www.Wertzco.com
    2. Click on the Login to SecureDock link at the top right of the home page.
    3. The Wertz & Company SecureDock login page appears.
    4. Input Username, not case sensitive, and the Password, case sensitive. A temporary password is emailed to the client upon activation.
    5. Enter the CAPTCHA password, not case sensitive, and click “Submit”.
    6. Upon your initial log on you will need to accept the terms and conditions and change your password to something of your choice.
    7. Your Password requires at least one capitalized letter and one lower case letter, from 8 – 40 characters.
    8. Once you’ve changed your password, click “Return to Docking Port” at the top. Your personal Docking Port Appears.

Docking Port

      • The Docking Port, as well as all pages on the site, is split into two halves.
      • The left side lists information available on that page.
      • The right side contains the “active” area, in this case, the boxes which have been loaded.

Types of Boxes

      • Individual Box
      • Business Box
      • Trust Box
      • See sheet listing examples of information which can be stored in each box.

Adding Boxes:

  • Click Manage Box Inventory on the Docking Port Page.  This will take you to the Box Management page.
  • If you already have safe deposit boxes you will see them listed under Current Box Inventory.  If you are adding your first box, none will be listing.  To add, click on New Box.
  • Two fields will appear.  Type the name of the box in the first field, and select the type of box from the dropdown list for the second field.
  • Click Save.  The box will appear in the list above.  Should you want to change the name of the box, click on the box name and an edit field will appear.
  • Note:  All boxes you add will have a green lock on the left.  This signifies that you can edit the name of the box and delete the box should you choose to do so.
  • To return to the Docking Port, click Return to Docking Port above.

To Delete and/or Restore Boxes:

  • Should you want to delete a box, click on the box name and select Delete Box from the tabs below.
  • This will bring you to a page showing the box you wish to delete and the documents (if any) that are stored in the box.  When you delete the box, all of the documents stored in the box will be deleted as well.  Click Delete to continue.  You will return to the Box Management page and your deleted box will be shown in the Recycle Bin.  The box, with documents if there were any, will remain in the recycle bin until the date shown.  Once that date is reached the box and documents within the box will be permanently deleted from our system.  If you do not want to wait for that date shown to permanently delete the box and documents, you may click Empty Recycle Bin and the box and documents will be deleted permanently.
  • Should you want to restore a deleted box held in the Recycle Bin, click on the box name in the Recycle Bin.  Click on Restore Box, click OK on the confirmation and the box, along with any documents stored within the box, will be shown in the Current Box Inventory above.
  • Note:  When you look at your Current Box Inventory you may notice some boxes that have blue locks on the left and some that have green locks.  Any box you add will have a green lock which signifies you have the ability to delete it.  A box that has a blue lock is a System Box, and cannot be deleted or edited.

Uploading a Document:

  1. Click on a box, and you are brought to the Document page. A split screen appears, showing the list of possible categories on the left, and a Document Outbox and Document Inbox on the right.
  2. To view the sub-categories click on the “+” sign next to the category name. To see all categories and sub-categories click on Expand All at the top of the list.
  3. To upload a document, go to the Document Inbox on the right. Select the category and subcategory you wish to store the document in from the dropdown boxes. Title the document in the next field and click the Browse button. This will search your computer in the same way as when you are putting an attachment to an email. All document types are able to be uploaded.
  4. Select the document you wish to store, and click the upload button. The document you selected will appear in the center panel.

Custom Categories and Sub-Categories:

  • To add Custom Categories, click on the Box on the Docking Port.  Once you are inside you box, you will notice there are several Categories and Sub-Categories already listed on the left hand side.
  • Should you want to add an additional Category, click on Edit Categories shown at the top of the list on the left hand side.  You will be taken to the Category page, and all the existing Categories and Sub-Categories will be listed.
  • Click on New under either Category or Sub-Category.  A field will open up for you to name your Category or Sub-Category.
  • Click save, and you will see the new Category or Sub-Category in the list.  If you are adding a new Category, a Sub-Category of “Other” will automatically be added.  The Category or Sub-Category you add will show a green lock on the left.  This signifies you can edit or delete the Category or Sub-Category.  All Categories must have one Sub-Category.
  • When deleting Categories, the Sub-Category must be deleted first, and can only be deleted if there are no documents with the Sub-Category.
  • When you are done, click the Back to Box button.

Viewing and Distributing Documents:

  1. Click on a SD box on the Docking Port, again a split screen appears, showing the list of possible categories on the left. Click the + sign to expand the sub-categories. Click on the sub-category where the document is stored and the document will appear in the center panel. To view all documents, click Expand all and all documents stored within that Box will appear in the center panel.  Click Collapse to close all categories.
  2. To view a document click on it, and a Selected box will appear with three (4) options: Print/Preview, Rename/Move, Add to OutBox, or Delete.
  3. To Preview or Print the document, click on Print/Preview and the document will appear for viewing and/or printing.

To Distribute and Download Documents:

  1. If you wish to distribute the document to a third party, click Add to Outbox. The document appears in the Outbox, with two (2) options, Email or Download.
  2. To Email, Click Email and the Document Outbox expands, add the name and address of the recipient, a message if applicably, choose the amount of time you wish the distribution link to be active, and click Send Email. You will see a message which reads “Thank you, your document(s) have been sent.” Your recipient will receive an email from SecureDock that has a link into the system. They click on the link and, after verifying their email address, have the ability to open the document on their computer or store the document. The Link will stay active for the amount of time you have chosen, or until it has been opened once. No email attachments are used.
  3. To download a document, click on Download, a box appears asking you to name your document(s).  Name your document(s) and click OK. To download, choose Open or Save, and place the document at the desired place on your computer.
  4. If you change your mind regarding the document you can click Cancel (next to Send Email) or Clear Outbox to remove the document(s) from the OutBox.
  5. To view additional documents, click on another title. The existing documents will remain in the center panel until replaced by new documents.
  6. Note: Most accounts will have multiple boxes, so each page gives you a reminder as to what box you are currently viewing. The top of the screen displays the name of what box you are currently viewing.
  7. To leave one box and view information in another, click on Return to Docking Port at the top of the right of your screen.

To Delete and/or Restore a Document:

  1. Should you choose to delete a document currently stored in your document box, you can do that by selecting the document and clicking Delete Doc on the right hand side.
  2. This will bring up a warning explaining that the document will be held in a recycle bin for two weeks, and then automatically and permanently deleted.  While the document is held in the recycle bin a new category will be seen on the left hand side entitled Deleted Documents.
  3. Should you want to restore a deleted document in the recycle bin within the two week period, simply click on the Deleted Document tab on the lower left-hand side. Select the document you wish to restore and click Restore Doc on the right side.
  4. Should you want to permanently delete a document prior to the two week time period, simply click Empty Recycle Bin on the right hand side after selecting the document.  This action will permanently remove your document from the SecureDock system.

To Search:

  • Should you want to search for a document, input a key word in the search box at the top of the left screen and click the search box to the right. This function will search all documents in that particular box.

To Log Out:

  • Each session should be closed using the Log Out function located on the left screen on each page. This officially closes the access to the system.
Column Image
What People are Saying About SecureDock

SecureDock has been an extremely valuable personal and business tool, and I highly recommend this product. I have saved countless hours not having to gather documentation as a result of this secure, streamlined and efficient service.

- James W. Lauro, Northwestern Mutual

 

Entrepreneurs by Nature. Technicians by Trade. Partners through Trust.