S-Doc How-to Guide

Access S-Doc using the URL found in the email you received from the CAAT Pension Plan.

If you are a pension or payroll administrator who regularly shares files with the CAAT Pension Plan and you did not receive an email, contact your Employer PA.

1. You will be asked to confirm your contact information.
2. Create a new, secure password for your account, ensuring that it will be easy for you to remember, yet secure enough that it cannot be guessed.
3. Confirm your password and click Save.

The S-Doc interface consists of the following:

• Compose - Create a new secure message and attach files
• Inbox - Shows emails and files you have received
• Sent - Shows emails and files you have sent. Files and emails can also be resent from here.
• Download log - Shows all files you have sent through S-Doc or uploaded directly. Files can be deleted or resent from here.
• Logout – Securely terminate the current session. To access S-Doc after signing out you will be required to log in again.

Once you log in you will be ready to send files using the Compose window.

• Enter the recipient’s email address, email subject and secure message in the appropriate fields.
• Use “Add File” to navigate to the file on your computer that you wish to send. (Use “Choose from File Manager” if your file has already been saved to S-Doc.) Your file will be uploaded to S-Doc.
  • Alternately you can drag files from your computer and into the “Drop files here” field.
• Your file will be uploaded to S-Doc and displayed at the bottom of your screen.
• Select and upload additional files as required.
• Click Send.
• A private message will be sent to the recipient’s email address, containing a secure link to the file you uploaded to S-Doc.
• If the recipient has an S-Doc account, they will be prompted for their S-Doc password
• If the recipient does not have an S-Doc account, they receive a second email with a validation code the will use to authorize their access.

You can send messages up to 100 MB in size. If you need to send larger files or file folders, contact your Employer PA.

• If you are sent a file via S-Doc, you will receive an email containing a secure link.
• Click the secure link to access S-Doc, read the message, and download the file.
• You will be directed to open the file or save it to a location on your computer.

You can keep track of sent and received files under the Download Log section of S-Doc.

If you'd like someone to send you a file securely:

1. Select Compose
2. Click the Request File button in the top-right hand corner.
3. Enter the appropriate contact information and message to request a file
4. The recipient will receive an email containing a link directing them to S-Doc where they can upload the file and type a secure message.
5. You will receive an email notification that the file is ready for you to pick up.