Documentation

Public invitations

With the Public Invitations option, it is possible to generate a FileCap link so that people can easily send files to a specific email address linked to that link. This FileCap link can, for example, be placed on a website so that people can quickly send files to a specific department.

  1. Log in to the admin portal with your admin credentials and go to “Configuration”.

The FileCap administration portal with Configuration highlighted in the left menu

  1. Click “Public invitations”.

The Configuration menu expanded, with Public invitations highlighted

  1. Here you can create a link. Click “New” to get started.

The empty Public invitations list, with the New button highlighted

  1. At “Display name”, enter the desired display name. Users see this display name when they open the link.

The Create public invitation dialog, with vacatures entered as the display name

Here the user sees the display name again:

The portal’s Send a secure message form, with the display name vacatures shown in the To field

  1. At “To e-mail address”, enter the email address to which the data entered or uploaded via the link is sent.

The Create public invitation dialog, with the To e-mail address field highlighted

  1. Under “Verification method”, choose the desired security method. It is applied when you, as the recipient, want to view the uploaded files.

The Verification method list open, showing SMS access code, E-mail access code, None and Password

The verification methods you see depend on your configuration. More information about the available verification methods can be found under Verification options.

  1. The “Requires registration” option is important. Is it off? Then anyone can open the link and immediately start uploading and sending. Is it on? Then users must first register with the following details:
  • name
  • email
  • phone number

Only after successful registration do they receive the link.

The Create public invitation dialog, with the Requires registration toggle highlighted in the off position

  1. At “Description for this public invite” you can enter a description for yourself, so you know what the link is used for.

The Create public invitation dialog, with the Description for this public invite field highlighted

  1. Click “Create link” to create the link.

The completed Create public invitation dialog, with the Create link button highlighted

Changing the details after the link has been created is not possible. You must create a new link instead.

  1. Now that the link is created, you can easily copy it by clicking the copy button.

The Public invitations list showing the new link, with the Copy link to clipboard button highlighted

Great — you can now start using the link. A few extra actions are available after creating the link; they are explained below.

  1. Under the actions you can (temporarily) pause the link; the link is no longer valid while paused.

The Actions column of a public invitation, with the Pause button highlighted

The confirmation dialog asking whether to pause this public invitation

  1. To make the link valid again, click “Activate”.

The Actions column with the link paused, and the Activate button highlighted

The confirmation dialog asking whether to activate this public invitation

  1. To delete the link entirely, choose the “Delete” option.

The Actions column with the Delete button highlighted

The confirmation dialog asking whether to delete this public invitation

  1. Did you choose a password or SMS as the verification method? Then you can view the password or the phone number here by clicking the eye icon.

The Password and Mobile Number columns, each with an eye icon to reveal the value