What Your Recipient Sees
If you have sent a document request via Email Request Link option, that user will receive an email with a secure link to upload the files.
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When they click on the link, a page will be display that will allow them to upload files into your Docsvault system.
If they are accessing the link from their a web browser, they can use Drag and Drop or Choose a File to upload files.
To add files from their iOS or Android device, they can open the link on their device and select Choose a File option.
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When you share a link with the Require Sender Information option checked, the recipient will be asked to enter details such as their first name, last name and company name. This information is collected by Docsvault for tracking access in the audit log.
If you have set Password to access the shared link, the recipient will have to enter the password you shared with them.
Two-Factor Authentication:
If Two-Factor Authentication (2FA) is enabled for the document request, the recipient will see a Two-Factor Authentication panel on the upload page.
The recipient must enter the OTP sent to their email address and click Send to verify their identity before uploading files.
Note: When 2FA is enabled, Require Sender Information and Password are not applicable.
Add comments:
The recipient can leave comments when uploading files. These comments apply to all uploaded files and are visible under Document Notes in Docsvault.
You will receive a notification email when the upload link is used by the user.
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Apply Metadata Automatically
When uploaded files are saved to a Docsvault location where metadata inheritance is configured, the applicable metadata values are automatically applied to the uploaded files.
Example: If the document request saves files to a Matter folder and the folder inherits index values such as Client and Matter, those values are automatically applied to the uploaded files.