My Safe

The CSIeSafe My Safe feature allows you to securely store up to 250MB of confidential data that you can retrieve from anywhere.

All email messages and attachments, excluding statements, in your CSIeSafe Inbox that are not moved to your My Safe folder will be automatically deleted after 30 days. The exception to this rule is any message that was sent TO or received FROM the "csiweb.com" domain. Financial Statements and Notices will not moved to your My Safe folder will be deleted according to the bank's online statement and online notice retention settings. These can be reviewed for you by CSI Customer Service in CSIeSafe Admin. 

The default view for your My Safe storage window is "icon view." To change this view, click on the Switch to List View tab at the top of the My Safe window. To switch back to the default view, click on the Switch to Icon View tab.

Creating a Sub-Directory in My Safe

Using sub-directories in My Safe allows you to organize stored files and messages for your convenience. To create a sub-directory:

Login to CSIeSafe.

In the Folders section to the left of your screen, click on the My Safe folder. The My Safe window will open.

Click the New Folder tab or right-click the My Safe folder and choose the New Folder option.

Type a name for the new folder in the text box where it says "New Folder" and click OK. The new folder will now display under the My Safe folder to the left of your screen and in your My Safe window of stored files in the center of your screen.

NOTE: Follow these steps to add additional sub-directories under the My Safe folder, as well as under sub-directories. To Delete a sub-directory, simply click on the directory and click the Delete tab or right-click the sub-directory and choose the Delete option.

Viewing a File in My Safe

Login to CSIeSafe.

Click on the My Safe folder under the Folders section to the left of your screen. The My Safe window will open.

Choose the file from the My Safe window that you want to view and double click on it. A "File Download" box will display with the message: "Do you want to open or save this file?"

a.  Click Open to view the file. The file will open and you will be able to view and/or edit the file. When you are finished with the file, close it like you normally would. If you have made any changes to the file, you will be asked if you would like to save the changes. Click Yes, No, or Cancel. Once you have closed the file, you will be returned to your CSIeSafe My Safe folder.

b.  Click Save if you would like to save the file. This will open the "Save As" box, where you will be able to choose the location on your computer to save the file. Choose the desired location and click Save. Click Cancel if you do not want to save the file. Clicking either button will close the "Save As" box.

c.  Click Cancel if you do not want to open the file. This will close the "File Download" box.

NOTE: When viewing a file in certain browsers, the file will download directly to your computer. You can open the file from the status bar at the bottom of your browser once the file finishes downloading. The file will be saved in your downloads folder.

Uploading a File to My Safe

Login to CSIeSafe.

Click on the My Safe folder under the Folders section to the left of your screen. This will open the My Safe window in the center of your screen, and any sub-directories that you have created will display below the My Safe folder on the left.

Click the Upload a File tab. A "File Upload" box will display on your screen with two options: Upload a file less than 60 MB (Step 4) or Upload a Large File (over 60 MB) (Step 5).

To upload a file to your My Safe space that is less than 60 MB:

a.  Click on Choose file. Browse and locate the file to be uploaded.

b.  Select the file and click Open. The file name that you chose will now display with a red "X" beside it above the Upload button. Repeat to upload multiple files at the same time.

c.  To remove a file that you have chosen, simply click the red "X" beside the file name, and the file name will be removed from your list of uploads.

d.  Click Upload to move the selected files to your My Safe space. The uploaded files will now display in your My Safe directory.

To upload a file to your My Safe space that is over 60 MB: (A Java program will need to be installed in order to use this feature. The first time you upload a large file, you will be prompted to install the program. Click Run to install it.)

a.  Click on Upload large files.

b.  Click Add to browse your computer files to find the one you want to upload.

c.  Select the file and click Open. The file name that you chose will display on the screen. Repeat to upload multiple files at the same time.

d.  If the file that you selected is incorrect, click on the file name within the box to highlight it and click Remove. 

e.  Click Upload to move the file to your My Safe space. The uploaded file will now display in your My Safe directory.

Deleting a File in My Safe

Login to CSIeSafe.

Click on the My Safe folder or sub-folder under the Folders section to the left of your screen. The My Safe window will open.

Click on the file in the My Safe window that you would like to delete and do one of the following:

a.  Drag it into the Trash Bin under Folders on the left side of your screen.

b.  Click the Delete tab on the right side of your screen.

c.  Press the Delete key on your keyboard.

d.  Right-click on the file and choose the Delete option.

A confirmation box will display on your screen with the following message: "Are you sure you want to delete:____________(file name)?

a.  Click OK to delete the file. The box will close and the file you deleted will be removed from your My Safe window.

b.  Click Cancel to leave the file in your My Safe folder. The box will close and the file will remain in your My Safe window.

Moving a File in My Safe

My Safe files are stored indefinitely. To move a file from your CSIeSafe My Safe folder to another directory or sub-directory or to the Trash:

Login to CSIeSafe.

Click on the My Safe folder under the Folders section to the left of your screen. The My Safe window will open.

Click on the file in the My Safe window that you would like to move and do one of the following:

a.  Drag it into the appropriate sub-directory folder under Folders on the left side of your screen or into the sub-directory folder located in the My Safe window in the center of your screen.

b.  Click the Cut tab on the right-hand side of your screen. Choose the sub-directory that you would like to move the file to either under the Folders section or in the My Safe window and click on it. Click the Paste tab to the right of your screen.

c.  Right-click on the file and choose the Cut option. Choose the sub-directory that you would like to move the file to either under the Folders section or in the My Safe window and click on it. Right-click on the sub-directory and choose the Paste option.

NOTE: This process can also be used to move files from My Safe sub-directories that you have created to the My Safe folder.

My Safe Usage

Displays the amount of Used/Free My Safe space remaining in your account. 

Login to CSIeSafe.

Click on the My Account tab along the top of your screen. 

Select My Safe Usage.