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Login to your Salesforce Org.
Go to the existing Source Object Record or Create a new one.
Make Sure to Populate the required fields of the applicant First Name, Last Name, Phone, Email on Contact to Run Secure File Transfer.
File Request Method: How to Request a File from the Applicant.
Click on File Request Button on Source Object Record.
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All the Files sent by the Applicant will be visible in this section with their File Type.
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Send File Method: How to Send File to the User.
Go to the Source Object Record.
Click on the Send File button on the page.
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