In this article, we will show you how to upload files in the upload portals of SmartLockr in 9 steps.
What is an upload portal?
An upload portal is a web page where you can use the SmartLockr encryption to upload files and send them to customers of SmartLockr securely.
The SmartLockr admin can change the behavior of an upload portal to ensure they receive the correct files or to make things easier for you by already entering the recipients. If the recipients are already registered, you can click the name of the department or person and you don’t have to type the email address yourself.
9 steps to upload files
In the 9 steps below, we will follow the standard behavior of an upload portal. Please note that there are some steps that can be slightly different and are discussed at the bottom of this article after the 9 steps.
To visit an upload portal you need a link that is provided to you by the organization that needs the files. Our customers decided for themselves how to give you access to the admin portals but some examples are: 1: There will be a link on their homepage or 2: There will be a link on the bottom of the email signature.
When you visit an upload portal of SmartLockr it will look something like this:
We will walk you through the steps by these numbers shown in the picture above to guide you from the first to the last screen you will see.
- From: In this field, you should enter your own email address, so the recipient knows who is sending the files.
- To: In this field, you should enter the email address of the person who will receive your files.
- Your message: In this field, you can write the message that you want to be sent together with your files.
- Upload files: Please click this button to select the files you want to upload securely.
- After completing steps 1 to 4 you can click the “Next” button.
This screen will now be shown:
- Please click the button “Yes, proceed to send”
This screen will now be shown:
- Please fill out the six digits that were sent to you by email.
After entering the six digits, the screen will look like this:
- Please click on the “Verify” button.
- You will now see the confirmation screen. If your files are still uploading, please wait, otherwise, you can close the screen, and you’re done!
After these steps, you will get an email from us, so you have proof that you uploaded your files through the upload portal of Smartlockr. The person or department that will receive your files will get an email to access the files and your message.
Personalized settings of the Admin Portal
As mentioned before, the SmartLockr admin can change the settings, which can change the way you go through our upload portals a bit. The changes that can be made are:
To: In this field, the SmartLockr admin can create groups, so it’s easier for you to select a department or person without having to fill out the email address. The admin has the option to enable you still to type in the email address manually. If that option is not visible when you see the drop-down menu, it was disabled.
Upload files: The SmartLockr admin can create settings so the files you upload are a specific type of file and size. An invoice for example can be added as a setting to that you can only upload 1 PDF file of a maximum size of 10MB. That setting will look like this:
Terms and conditions: The Smartlockr admin has the option to make sure you accept their terms and conditions before you can proceed with the verification and upload of your files. This will be visible before step 4 and 5 in the first picture of this article. You can read the terms and conditions before you agree to them by clicking the underlined text and if you agree you can simply check the box. If turned on, the terms and conditions field will look something like this:
In this article, we went through the steps to upload files through an upload portal of SmartLockr and the things that might be a bit different when you're using our upload portals.