---
title: "Secure File Transfer Platform (MOVEit) - QuickStart"
canonical: "https://tech.calpoly.edu/space/CPKB/5046368/Secure%20File%20Transfer%20Platform%20(MOVEit)%20-%20QuickStart"
format: markdown
---
Staff and faculty can use MOVEit to securely send or receive documents.  Examples of documents that can be transferred include:

- Enrollment Verifications
- Transcript copies
- Applications and related documents
- Anything with Level 1 data

> ⚠️ **MOVEit requires a ****[VPN connection](https://calpoly.atlassian.net/wiki/spaces/CPKB/pages/2425047)****. **

> ℹ️ **Data Retention Policy**   
> ℹ️ Unlike email, please note that documents are **only available for 14 days **in MOVEit.

## Set up

<details>
<summary>Click to learn how to set up MOVEit</summary>

> ⚠️ [VPN connection](https://calpoly.atlassian.net/wiki/spaces/CPKB/pages/2425047) is required

1. You **must** enroll your device(s) with [Multi-Factor Authentication (Duo)](https://calpoly.atlassian.net/wiki/spaces/CPKB/pages/2425367)** before** setting up MOVEit. You will need to add a primary and secondary device. For more information about Duo, visit the [Authenticate with Duo](https://calpoly.atlassian.net/wiki/spaces/CPKB/pages/3178597) page.
2. To login into MOVEit, go to [transfer.data.calstate.edu](https://transfer.data.calstate.edu/).
3. Click on **San Luis Obispo**, then click the** LOGIN** button or click the **Login Using SSO** button.
  
  
4. Enter your Cal Poly username and password, then click the **Login** button.
5. [Authenticate with Duo](https://calpoly.atlassian.net/wiki/spaces/CPKB/pages/3178597).
6. MOVEit will automatically open.
</details>

## File Transfer

<details>
<summary>Click to learn about requesting and receiving files </summary>

> ⚠️ [VPN connection](https://calpoly.atlassian.net/wiki/spaces/CPKB/pages/2425047) is required

1. From the main dashboard or PACKAGES page, click the **Request Files** button.
2. Enter the appropriate information in the fields provided.
  
3. Enter the email address and click the **Check Recipients** button to ensure you are sending the message to an existing user in the system. *This only works when a recipient has logged into MOVEit at least once. * If the user has not logged in you'll see the following message:
  
4. Under **Options**, you can check the box to receive Delivery Receipt(s).
5. Click the **Send** button.
6. Once the message is sent, it will appear in the **Packages** > **My Mailboxes** > **Sent** folder. When you see two green spheres, then the package has been picked up.
  
7. When the "package" is sent to you, you will receive an email in your Office 365 Inbox titled **New Package Is Waiting**. You will also receive a new message in your MOVEit Inbox under **New Packages**. Click the **Login Using SSO** button to log in and view the package.
</details>

<details>
<summary>Sending files</summary>

> ⚠️ [VPN connection](https://calpoly.atlassian.net/wiki/spaces/CPKB/pages/2425047) is required

1. From the main dashboard or PACKAGES page, click the **Send Package** button.
2. Enter the appropriate information in the fields provided and attach your files.
3. Enter the email address and click the **Check Recipients** button to ensure you are sending the message to an existing user in the system.  This only works when the recipient has logged into the system at least once. If the user has not logged in you'll see the following message:
  
4. Under **Options**, you can check the box to receive Delivery Receipt(s).
</details>

---