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This article applies to:

  • Product: myPay Solutions Direct
  • Subject: Documents

Use File Exchange with myPay Solutions Direct

File Exchange is a secure file transfer option for myPay Solutions Direct clients and referring accountants to use when communicating sensitive information. We don't recommend sending Personal Identifying Information (PII) via email or fax under any circumstances.

Access File Exchange

  1. Sign in to your myPay Solutions Direct portal.
  2. Select
    File Exchange
     in the Documents section.
  3. Select the company name folder to open it.

Upload files

  1. After you opened the folder, select
    Upload
    .
  2. Select
    Add files
    , then go to the file you want to upload.
  3. Select
    Start upload
    .
    note
    When the file uploads, it displays 2 dates: Expiration Date (when the portal will automatically remove the file) and a Date Modified (the date the file was uploaded).

Download files

You can download files your Payroll Specialist send to you on File Exchange.
  1. Select the checkbox next to the file you want to download.
  2. Select
    Download Selected
    .
  3. You'll download a ZIP file to your Downloads folder (or web browser equivalent) on your computer.
  4. Extract the ZIP file to open the file submitted to you through File Exchange.

Delete files

Files are automatically deleted from File Exchange after 14 days. However, you can remove a file if you want.
  1. Select the checkbox next to the file you want to download.
  2. Select
    Delete selected
    .
  3. Select
    OK
     to confirm.

Remove new file tag

If your Payroll Specialist uploads files to your File Exchange and you no longer need them, you can: delete the files, wait for them to be automatically removed, or remove the new file tag. The tag will display until you open the file.
Follow these steps to remove the new file tag.
  1. Select
    Remove
    .
  2. Select
    OK
     to confirm.