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FileMentra documentation

Create a secure transfer

Choose clean files, select a delivery method, and issue a controlled recipient experience.

01

Choose files

Create transfer can use already-clean Drive content or newly selected files after they finish secure processing. The Drive picker supports search, folders, breadcrumbs, and multi-selection so the transfer references the correct versions.

  1. 1

    Open Send and choose Create transfer.

  2. 2

    Select clean files or upload new ones.

  3. 3

    Review file names, sizes, and count.

  4. 4

    Remove accidental selections before continuing.

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Transfer file pickerDrive picker with folders, breadcrumbs, and selected files.docs-send-file-picker.png
02

Set the delivery policy

Choose email delivery when named recipients should receive the transfer, or a controlled link when you will distribute it separately. Add a recognizable title and optional note, then configure expiration, access limits, password, and any available recipient verification.

  • Use the shortest practical expiration.
  • Use named recipients for sensitive deliveries.
  • Set an access limit when repeated downloading is unnecessary.
  • Send the password through a separate trusted channel.
  • Review every policy before creating the transfer.
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Transfer delivery policyDelivery method and security policy form.docs-send-policy.png