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Desktop App: The My Docs Online Desktop App combines the best features of our browser, web folder, and older desktop clients - all in a single, powerful tool. Upload and download multiple files and folders. Create, Delete, Rename. Move or Duplicate files and folders. View a file. File Locking for any file type. Search for files and folders. "Remember Me" and "Open Last Folder at Startup" make login faster.
Web Folders / WebDAV: Drag-and-Drop method of transferring files or folders from your PC or Mac to your My Docs Online account or from your account to your PC or Mac. Edit Office documents online quickly from your desktop.
Customer Upload: Easily receive files from your customers with a special link you can send in an email or post on your web site. Email notification to you when files uploaded.
Legacy tools and products (Tools we still support but which have been replaced by the more modern tools listed above).
Support, KnowledgeBase, FAQ, Documentation and Other
- Getting Started
- iPad / iPhone
- Android Phones / Tablets
- Searchable Support Knowledgebase/FAQ
- Video Tutorials
- Optional User Confidentiality Agreement for SEC NRSRO requirements: Easy, Secure Solution for your Non-Paying NRSRO Requirements (SEC Rule 17g-5).