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      How do I request and send files using ComplyCrypt?

      This quick video will guide you through how to use ComplyCrypt.

      How to Use ComplyCrypt - The Basics

      đź’ˇ Two Links: There are two ways for you to use ComplyCrypt: the portal link is great to send to customers and the permalink is best used in an email signature.

      We’ll start with the portal link. 

      Portal Link

      You should have received your portal link in your ComplyCrypt welcome email. Additionally, there may be QR codes posted for you to use with the camera app on your mobile device.

      • QR Code: If you’re using the QR code, you can use the camera app on your mobile device to scan the QR code, which will take you to the portal where you can create a unique link for the customer to use and upload their documents.Screenshot 2023-09-22 at 1.59.10 PM
      • Input Your Information:
        1. You’ll input your work email address,
        2. Choose to either request or send files,
        3. Add in the recipient’s name,
        4. Add a reference number (optional), and
        5. Finally, you can write a quick little message if you’d like.
        6. Click "Generate Link."
      • Share Link with Customer: Once the link is copied you can share it with the customer through text or email.
        • You’ll receive a notification when the customer uploads their documents and depending on account settings either you or an account admin will have access to view the uploaded files.

      đź“” Don't forget about automatic deletion: The documents will only live in the portal for a predetermined amount of time before they are automatically deleted. The files can only be accessed at the unique link that was emailed to you. This will help protect them even further from any unauthorized access.

       

      • First Time Access: The first time you access files through ComplyCrypt you will be prompted to confirm your email address with a secondary email containing a one-time code. Then you will need to create a password or enter your phone number for an additional form of identification.
        • Each time you access ComplyCrypt files moving forward you will either need the password you created or will receive a text code to your phone number. If you ever forget your password or need to reset your phone number your account admin can do that for you. 

      Customer accidentally forget to include a document or send you the wrong one?

       If you requested multiple documents, but the customer accidentally missed one or sent the wrong one, you can simply repeat the process and send them a new link (this is why that reference number can be really helpful because it will make all the documents related to one sale or service easily searchable for you or your Admin. 

      Permalink

      The other type of link you will receive  is called a Permalink.

      • This link is “permanent to you”.
      • Recommended for internal use.

      đź’ˇ It's a helpful link to leave in your email signature for when the need arises.

      • Similar to the portal link, you’ll be notified when someone uses the link to upload their documents.
      • Additionally, documents will stay in the repository for a predetermined period of time before automatically wiped from the system. 
      • You can use the link included in your welcome email to add the permalink to your email signature. 

      Congratulations: you’re ready to use ComplyCrypt!