Finding a user's SDE area

Helen Varley -

  • Under the admin menu item SDE, click Go to SDE:

    Admin > SDE > Go to SDE

  • Find the user by typing in the searchbox and clicking on the relevant name in the resultant search data. You can search by:
    • First Name
    • Last Name

  • The screen will update to show the user's folder structure and user's details in the Document Owner box which will display:
    • User's full name
    • User's client reference (if there is one in the user's User Profile)
    • User's email address

Please note that the Secure Document Exchange uses modern browser techniques for features such as the drag’n’drop upload and document signature.  We recommend that you use the latest version of a popular browser to get the best experience when using the Secure Document Exchange.

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