Knowledge Base
Secure Data Send Settings How to Articles
To Access Secure Data Send Settings go to: Portal Settings -> Secure Data Settings. These settings can be configured for your technicians and locked down as well.
Single - This makes the link a single use link.
Save Logs to Ticket/Contact - This will save the actions of the tech and the user regarding the link. When the tech sent it, when the user opened it.
Save logs to internal note - This will save logs of all actions to the internal note on your PSA instead of public discussion note section.
Save data to internal note - Whatever password or text is sent to the user would be logged as an internal note.
Lock user input - This allows you to lock the settings above so your users cannot change them.
SMS Template - Messaging that is sent with the SMS link to the user. You can put text before and/or after the link. Do note remove the ${link} as this will break the functionality.
Email Template - Same as above, you can add text before and/or after the link.
Page Header Text - This is the header displayed to the user above the link when they receive the message and click the link.
Message on Reveal Secure Data - This is a message is revealed once the user shows the data from the link.
Update your Company Logo How to Articles
Click on Portal Settings -> Settings. Then Select upload new Image.