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When recipient clicks on “Send me files securely” it will open up the option for the recipient to enter an email or mobile number and a subject line then click START. Entering email or mobile number will then send a request to the recipient (we call this self-service)
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RECIPIENTS VIEW/REQUEST LINK:
This is what the email request link looks like from the customers view. Customer can see the subject line as well as the link to upload documents.
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USER email notification that recipient has competed their upload - User will receive an email notification when request has been completed and user will be able to see the subject line (for easy searching in the future)
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As the user, you can view this request in your “My Requests Pull” tab on the left navigation tool bar. Here is where you can see the default message and Internal message that is set for any recipient that uses this URL link to send themselves a request. (Change URL message to a custom message)
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