Documents

Send file links via email

You can send links to files that are stored in the Documents area to anyone, even if they don't have access to Onvio. The email message includes a link that the recipient can click to preview the file (if supported) and download it.
We recommend that you do not send links to files containing sensitive data unless the security option is enabled. If security is not enabled, documents can be accessed without a password to log into Onvio. When security is enabled, a password is required to download a document from Onvio.

Send a document link

  1. In Documents, select
    Communications
    .
  2. Select
    Add
    , then select
    Send Document.
  3. Choose a client.
  4. Choose an existing contact or enter an email address.
  5. You can tick
    Require the recipient to enter a unique password to view the request
    . This requires the recipient to enter a password to view the document.
    note
    We recommend that you verbally notify the recipient of the password.
  6. Enter the appropriate information in the
    Message Subject
     field and message pane.
    Do not modify the variable text, denoted within square brackets, for the Sender names and Expiration Period or the information may not appear correctly in the file link message.
  7. Select
    Send
     to send the email link.
note
If the recipient cannot preview a file, they have the option to download it.

Resend a document link

  1. In Documents, select
    Communications
    .
  2. Choose the communication and select
    Edit
    .
  3. Select
    Resend Email
    .
  4. Select
    Send
    .

Revoke access

  1. In Documents, select
    Communications.
  2. Choose the communication and select
    Delete
    .
  3. Select
    Delete
     again to confirm.
note
If you click a link that has been revoked,
Link is invalid or has expired
 will display.

This article applies to:

  • Product: Onvio
  • Audiences: Staff