The secure envelope allows you to receive information or documents in a protected manner, without requiring your recipient to have a Secure Exchanges account.
Here’s how to generate an envelope from the online portal.
1. Sign in to the Secure Exchanges online portal
Log in to your account and click “Send a secure message.”
2. Access envelope creation
In the online portal, click the “Envelope” button. A configuration window will appear.
3. Configure your envelope
In this window, you can define the following settings:
1 — Envelope type
Documents / text or Credit card
2 — Envelope language
Determines the language used in the recipient’s interface.
3 — Envelope subject
The subject of the envelope.
4 — Button text
Allows you to customize the action button text (e.g., Upload your documents, Send the requested files, etc.).
5 — Number of uses
Limits how many times the envelope can be used (useful for one-time submissions).
6 — Recipient
The email address to which the envelope is sent.
4. Generate the envelope
Once all fields are configured, click “Generate envelope.”
Two links will then appear:
