Operating Instructions

How to access SecureDock:

• Go to Wertz & Company's homepage: www.wertzco.com
• Click on the SecureDock entry located on the right side of the Wertz & Company Home Page, where it reads "SecureDock users click HERE to log in."
• The SecureDock home page appears.
• Input Username, not case sensitive, and the Password, case sensitive. A temporary password is emailed to the client upon activation.
• For trial purpose please use our sample username (mjkraft), and password (Mjkraft88).
• Enter the CAPTCHA password, not case sensitive.
• 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.

Viewing Information within the boxes:

• Click on the box, again a split screen appears, showing the list of possibilities on the left.
• Categories align with the category sheet.
• To view information loaded, click on the title of category of the "+" sign.
• The subcategories appear along with the actual documents loaded, on the right "active" screen.
• To view a document, click on it, and a box will appear with three (3) options: Preview, Print, or Add to OutBox.
• To Preview the document, click on Preview and the document will appear for you to print.
• To Print the document, click on Print and the document will appear for you to print.
• If you wish to distribute the document, click Add to OutBox. The document appears in the OutBox, with two (2) options, Email or Download.
• To Email, Click Email, add the address(es) of the recipient(s), a message if applicable, and click Send Email. You will see a box which reads "Thank you, document(s) sent." Your recipient will receive an email from SecureDock that has a link into the system. They click on the link and have the ability to open the document on their computer or store the document. The Link will stay active for 72 hours. No email attachments are used.
• To download a document, click on Download, a box appears asking you to name your folder (document), name the document and click OK. You will be asked to Open, Save or Cancel. To download, choose Save, and place the document at the desired place on the computer.
• If you change your mind regarding the document you can click Clear Out Box or Cancel email.
• To view additional documents, click on another title. The existing documents will remain on the right screen until replaced by new documents.
• Should you want to view all the documents loaded in all categories of a particular box, click Expand All at the top of the left screen. All documents within that box will appear.
• Note: Most accounts will have multiple boxes, so each page gives you a reminder as to what box they are currently viewing. At the top of the left screen it shows what box you are currently in, and the top of the right screen shows the box title.
• To leave one box and view information in another, click Return to Docking Port at the top of the right screen.

To Search:

• Should you want to search for a document, input a key word in the search box at the top 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.
  
  

SecureDock Frequently Asked Questions - Click Here.