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MX trial information

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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ITAR Compliance

Compliance articles

MFA FAQ page

Setup MFA

Down for maintenance

Backup codes

MX user information

What is MX?

MX prerequisites

Do I need to install any software to work with MX?

Are there any size limitations or restrictions with MX?

Getting started.

What is my username

How to contact MX administrators

How do I view old transaction history?

One of my customers already works with MX; what does that mean to me?

Can I reply to a MX transaction?

How do I find out more about MX security?

Which email addresses does MX use?

How does MX handle my personal info?

Troubleshooting issues

Why do I see a 500 error?

Can I see a user's email address?

New user info

Cannot find a user who says they have an MX account

MX Conversations

Linked Transactions

Can I add new people to an upload?

Does MX have version control?

Can I search for files that I've sent or received?

What is an MX Distribution?

How do I remove access to a transaction I've sent?

Can I create a summary of the transaction information?

How do I search for users?

Forwarding data

Can recipients see each other?

Which compressed file format should I use?

Can I hold data for approval in MX?

Can I have custom fields on the Send page?

Do I receive a copy of the email sent to the recipients?

Why do I have failed uploads

Send button not working

Error sending files

Sending data

Download is unavailable

How do I find data sent to me?

Invalid login, please try again

Where does data download to?

Why can I not download data?

Download button not working (whitelisting steps)

How do I download data?

Downloading data

Move authenticator to a new phone

Cannot see or find a customer

How do I remove a user?

How do I edit my personal information?

Can I merge MX accounts?

How do I reset my password?

How do I add a new user?

How to create / add users to a Personal Group?

Can I trial MX?

Can I prove the data sent on MX is the same as the copy I still have?

How do I use MX for my own customers and suppliers?

I'm leaving the company, what should I do with my MX account?

Sorry but we cannot proceed with your account

What is MFA multi-factor authentication?

Authenticator app options

MFA remember this device

Wrong code troubleshooting for authenticator / MFA

Account management

How many administrators can I have?

How do I check how many licenses we have free?

How do I delete a user?

Review or reset MFA status for users (admins)

How do I approve a transaction?

Remove users in bulk

Can I restrict which file types we accept?

Can I prevent users from sending data to very large groups of users?

Creating a Distribution draft

Do pending users count towards the total number of licenses being used?

A user says they did not receive the Welcome / Invite email

What is a Supervisor user?

custom MX branding

Administrator user functions / questions