How do I send a secure envelope from the web portal?
The secure envelope allows you to receive information or documents in a protected manner, without your recipient needing a Secure Exchanges account.
Here's how to generate an envelope from the online portal.
1. Log in to the Secure Exchanges online portal and click on "Send a secure message"
2. Access the envelope creation tool
In the online portal, click on the " Envelope" button. A configuration window will appear.
3. Configure your envelope
In this window, you can define the following parameters:
1 — Envelope Type *Documents / text or Credit Card
2 — Envelope language *determines the language used in the recipient's interface.
3 — Subject of the envelope *the subject of the envelope.
4 — Button text *You can customize the text of the action button (e.g., Upload your documents, Send the requested files, etc.).
5 — Number of uses *limits the number of times the envelope can be used (useful option for one-off mailings).
6 — Recipient *email address to which you are sending the envelope.
4. Generate the envelope
Once all fields are configured, click " Generate envelope" .
Two links will then appear:
- Envelope button URL link
- The envelope button
You can use either one, depending on your preference. Here's an image to show you the difference between the envelope button's URL link and the envelope button itself.
4. Insert the envelope into your email
- Click on one of the two links to copy it.
- Close the options window.
- Paste the link into the body of your email or your messaging system (Outlook, Gmail, TEAM, or other).
- Send your message or email
Your recipient will receive an email containing a link to the secure envelope. They will then be able to send you their documents or information in a completely secure manner.
You will receive the information he has deposited in the email inbox associated with your Secure Exchanges license.
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