Recurring Secure Upload Links (automated)
We have some clients who want their office managers to be able to send us certain reports each month. The individual does not need access to the portal and the client's personal information. If we could have the link sent once a month as a reminder for the reports that would be a huge time saver for us. The links expire in two weeks so there's no way to give them a link without expirations. A recurring secure upload link would be a game changer for us!
8
votes
Lisa Sudduth
shared this idea
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Daniel Bengio commented
I agree that we need a non-expiring link. In fact, there should be a generic, non-expiring link so that we can put it below our email signature for anyone to send a file securely.