Reference
Secure File Transfer glossary
Terms used in Secure File Transfer and its documentation.
Applies to Secure File Transfer as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.
Terms used in Secure File Transfer and its documentation.
| Term | Meaning |
|---|---|
| Upload request | A secure link sent to a client asking for specific documents, which they can use without a Kiteworks account. |
| Secure share | Files sent through Kiteworks with view-only or download rights and an expiry date, instead of as email attachments. |
| Client folder | The Kiteworks folder for one client relationship, visible only to the staff who serve that client. |
| Folder type | A category of client folder that sets which retention period applies to its documents. |
| Recipient verification | The step an external recipient completes, such as entering a one-time code, before opening files. |
| Retention period | How long documents are kept before automatic deletion, set by your firm and applied by Moraph. |
| Legal hold | An instruction that stops automatic deletion for selected folders while a legal or regulatory matter is open. |
| Quarantine | Where an uploaded file that fails malware scanning is held so staff cannot open it. |
| Configuration baseline | The documented set of Kiteworks settings Moraph applies and keeps for your firm, changed only through approved requests. |
| Access review | A periodic list of who can see each client folder, confirmed or corrected by the team manager. |
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