Email Management
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      Secure file sharing

      To securely share files with a client, you can toggle the "Secure attachment" option when composing an email:

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      With this option turned on, Pure Workflow will remove the attachments from the email, save them in a secure location, and add a banner to the email.

       

      When the client opens the email, they can click on the banner to access the files.

       

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      After opening the file-sharing link, the client needs to enter their unique pass-phrase to access the files.

       

      The pass-phrase can be found on the client's details page:

       

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      You can edit the pass-phrase by clicking its Edit icon. Or you can click the Copy icon you can click the Copy (Clipboard) icon.