Our Secure File Link feature enables you to send files up to 2,000MB in size, to anyone.
By sending files this way, it will bypass all file size restrictions on the recipient's end, most email service providers have a 25MB (or less) file attachment limit they are able to receive. When you try to send a file 25MB or larger as an attachment, it will be rejected.
This tutorial will show you how to upload files to File Storage and send encrypted links, so your recipient may securely download the file direct from our servers instead of receiving a file attachment.
Secure File Link only protects the file that is being linked to. It does not protect the contents you add in the rest of the email, whether in the subject, body, or files added as a regular attachment. It is possible to add a secure file link inside an encrypted email to ensure the entire message is secure.
Step 1: Click on File Storage from the More dropdown menu.
Step 2: Click Upload to select a file from your computer or simply drag and drop a file.
Step 3. Click on the newly uploaded file.
Step 4: File Protection Options
A) You can rename the file here, do not delete the file extension (e.g. .pdf).
B) Toggle right to Enable Public Access to generate an encrypted link.
C) Set a Expiration Date so the recipient has a limited time to download the file. Per HIPAA Compliance, you should always set an expiration date on this link. If you don't want the link to expire, select None, but you must set a password in the next step.
D) You can also optionally password protect the link by entering a password here for an extra layer of security. Per HIPAA Compliance, It is not required to set a password if you already set an expiration date. If you did not set an expiration date, then you must protect this file with a password.
- For security purposes, we do not recommend that you include the password in the same email, give them the password via a phone call, text message, or verbally in person.
- You can set the password as something personally identifiable to them, like their phone number, zip code, the numbers in their address, etc. and include a password hint in the email. For example, you can set the password as the patient's last 4 digits of their social security number, then write in the email that their password is the last four of their social security number.
Click Save
Step 5: Compose a new message and insert the Secure File Link
After you type your message, position your cursor to where you want to insert the link.
Step 6: Click on the Actions menu and select Secure File Link
Step 7: Click on the File Storage icon to access your uploaded files.
Step 8: Choose your file and click Link
Step 9: Your clickable Secure File Link has been inserted to the message (please note: the link will be the file name).
You may insert as many secure file links in a email message as you like.
Once you have finished composing your email message, click Send
Important
- The recipient will click on the link from your email and download the file immediately.
- The password page will only appear if you set a password on that link.
- If you set an expiration date on the link, it will stop working after it has expired. You can go back into the stored file settings to extend the date.
- Make sure the recipient has downloaded the file before you delete it from your File Storage. If you delete the file, it will no longer be accessible.
- Keep in mind, the files you upload to File Storage count towards the total available storage space on your email account.
- You may delete your uploaded files from File Storage any time to make room for more files in the future.
- You can also create Custom Folders to organize your files.