Secure file transfer using the Protect Profiles

You can upload most files to the web app and send any recipient a link to where the document is stored. All recipients will be able to view the document from Workshare in a web browser.

Watch the video:
Note:

• Send Link is now called Secure File Transfer.
• The Sent Items folder is now called Sent and it's found in the Folders area of my.workshare.com.

If you have the Protect Profiles configured, to send a link to attachments:

1. Open Outlook.
2. Create a new email.
3. Enter the recipient email addresses and attach the required document(s).
4. Click Send. The Protect Profile dialog is displayed.

3. Select Secure File Transfer or Clean & Secure File Transfer (if you want to remove metadata from the attachments before uploading them to Workshare).

4. Click Send.

• If you are already logged into Workshare, the attached files are uploaded to a folder in Workshare.
• If you have already registered with Workshare but are not logged in, the Workshare Account Details dialog is displayed and in the Log In tab, enter your login email and password and click Log In. The attached files are uploaded to a folder in Workshare.
• If you are new to Workshare, complete the Create an Account tab in the Workshare Account Details dialog by entering an email address and password to use as your Workshare login. Click Create Account. indicating that you must validate your new account is displayed. Click OK. The email is sent but the recipient will not be able to access the attachment until you have validated your account. Open the validation email and click the link in that email to validate your account. The attached files are uploaded to a folder in Workshare.