MX user information
All articles relating to the MX platform. There are sections for New users, Sending data, Downloading data and account management
63 articles
- What is MX?An introduction to MX and MX+
- MX prerequisitesFind out more about prerequisites / limits for MX
- Do I need to install any software to work with MX?
- Are there any size limitations or restrictions with MX?Find out more about transaction size / numbers
- Getting started.Signing in for the first time, Setting up MFA, Sending data and downloading data.
- What is my usernameWhy can't I log-in
- How to contact MX administratorsIf you need to request a new account, account deletion, MFA reset, export or activity export, or downloads, talk to an admin
- How do I view old transaction history?How to view transactions that you have sent or received in the past
- One of my customers already works with MX; what does that mean to me?How do we integrate with multiple companies using MX
- Can I reply to a MX transaction?How does a MX and MX+ transaction differ
- How do I find out more about MX security?Find out more about the security / architecture of MX
- Which email addresses does MX use?Find out where MX emails are sent from
- How does MX handle my personal info?Understand what MX uses, how it is used and how to remove data
- Troubleshooting issuesFor issues with uploads, downloads, Personal Groups or searching activity
- Why do I see a 500 error?Learn more about the 500 error and how to avoid it
- Can I see a user's email address?Find the email address for the person who sent you data
- Cannot find a user who says they have an MX accountLearn why you cannot see or find a user
- MX ConversationsFind out more about what the conversation is and how / when to use it
- Linked TransactionsReply to a transaction you have sent / received, or start a new transaction with a link, allowing you to send related or updated data
- Can I add new people to an upload?Controlling the recipients after data has been sent
- Does MX have version control?Can multiple versions of data be shared
- Can I search for files that I've sent or received?How do I look for what I have sent or who I have sent files to?
- What is an MX Distribution?Share data with a changing list of people, with version control
- How do I remove access to a transaction I've sent?Stop or cancel someone viewing data that you've already sent
- Can I create a summary of the transaction information?Learn about CSV and PDF export / report for a specific transaction
- How do I search for users?Find / search for suppliers or colleagues to send data to
- Forwarding dataForgotten to add someone or need to share with extra people?
- Can recipients see each other?Find out more about transaction visibility
- Which compressed file format should I use?How does MX handle zip, 7zip or RAR?
- Can I hold data for approval in MX?Understand how data can be uploaded but not sent until data has been approved
- Can I have custom fields on the Send page?Capturing information as part of the upload process
- Do I receive a copy of the email sent to the recipients?Find out what emails you receive in relation to transactions
- Why do I have failed uploadsFind out more about why data will be stuck at preparing or why you receive an 'unrecoverable error' email
- Send button not workingWhat to look for if the send button does not work
- Error sending filesUnderstand why the file / folder names affect the upload process
Downloading data
Articles relating to downloading data issues and troubleshooting
- Download is unavailableWhy do I see download is unavailable / why can I not download data
- How do I find data sent to me?My customer has sent me data, how do I find it (or I cannot find the data).
- Invalid login, please try againInformation on the discontinued desktop download app for MX
- Where does data download to?Find out where data is saved to when downloaded
- Why can I not download data?Find out why you do not see a download option or the download button is not working.
- Download button not working (whitelisting steps)Steps to address whitelisting by your IT group
- How do I download data?All information about data sent to you and where to find it
- Reset MFA statusHow to remove MFA so you can go through the process again
- Cannot see or find a customerPossible solutions to not being able to see a customer in MX that you think you are connected to
- How do I remove a user?Find out how to remove (or replace) an existing user
- How do I edit my personal information?How to change your name, telephone number, password, avatar or email address
- Can I merge MX accounts?Find out more about combining old / new email addresses
- How do I reset my password?Password rules and steps to reset your password
- How do I add a new user?Why can't I see my colleague or external contacts?
- How to create / add users to a Personal Group?Create a shortcut to frequently used contacts
- Can I trial MX?How do I check if MX is a good fit for my business
- Can I prove the data sent on MX is the same as the copy I still have?Use checksum information to compare a file record on MX with a local file
- How do I use MX for my own customers and suppliers?Find out how you can expand your use of MX, outside any current customers
- I'm leaving the company, what should I do with my MX account?Find out how to add a new user
- Sorry but we cannot proceed with your accountUnderstand why you see this message when logging in to MX
- What is MFA multi-factor authentication?Read more about MFA and the 6-digit code that secures your MX account
- Authenticator app optionsRead about the popular MFA apps
- MFA remember this deviceAllow MX to stop asking for codes for 7 days
- Wrong code troubleshooting for authenticator / MFAHelp with errors entering the six digit code on the MFA screen