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 select to preview the file 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
- In Documents, selectCommunications.
- SelectAdd, then selectSend Document.
- Select a client.
- Select an existing contact or enter an email address.
- SelectRequire the recipient to enter a unique password to view the request. This requires the recipient to enter a password to view the document.noteWe recommend that you verbally notify the recipient of the password.
- Enter the appropriate information in theMessage Subjectfield and message pane.Don't 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.
- SelectSendto send the email link.
note
If the recipient cannot preview a file, they have the option to download it.
Resend a document link
- In Documents, selectCommunications.
- Choose the communication and selectEdit.
- SelectResend Email.
- SelectSend.
Revoke access
- In Documents, selectCommunications.
- Choose the communication and selectDelete.
- SelectDeleteagain to confirm.
note
If you click a link that has been revoked, you'll get this message:
Link is invalid or has expired
.
