Secure Links

Secure Links provide secure, passwordless access for your clients to complete Document Requests.

What Are Secure Links?

A Secure Link is a unique, secure URL sent to your client via email. When clicked, it:

• Authenticates the client automatically
• Takes them directly to their Document Request
• Requires no password or account creation

Security Features

Unique per Client

Each Secure Link is:

• Generated uniquely for each client and Document Request
• Tied to the client's email address
• Cannot be used by anyone else

Time-Limited

Secure Links expire after a configurable period (default: 7 days) for security.

One-Time or Reusable

Depending on your settings, Secure Links can be:

• One-time - Expires after first use
• Reusable - Can be used multiple times until expiry

Sending Secure Links

Secure Links are automatically sent when you:

1. Create and send a new Document Request
2. Send a reminder for a pending Document Request
3. Manually resend access to a client

Regenerating Secure Links

If a client's link expires or is compromised:

1. Open the Document Request
2. Click Resend Link
3. A new Secure Link is generated and sent

The old link is immediately invalidated.

Best Practices

• Advise clients to look for your organization name in the email
• Remind clients not to share their links
• Enable reminders for pending Document Requests
• Use shorter expiry times for sensitive documents