Client Portal

• How do I create or setup a portal for clients?

  How do I invite a client? You do not need to create or setup a portal account for clients. The first time you send or receive a secure message to or from y...

• How to Reset/Retrieve a Client's Password?

  My client forgot their password, can I reset it? If Your client forgot their password, simply ask them to click the Forgot your password? link on the Encyr...

• Can random people send me stuff in an uncontrolled manner on my upload page?

  No, the upload page is protected by a Captcha - this prevents robots or spammers with automated software or such tools from automatically sending you uploa...

• Delete a Client Account

  Is there a way to delete a client's personal account if we want to start over? If you no longer serve a client, and are removing their data from your syste...

• What address do I link to from my website for my client portal link?

  I want to place a link titled Client Portal on my website. What web address should I use for that? You may use your Encyro upload page address. This page c...

• How do I rename a folder?

  The folder created for my contact shows the email as the folder name. How can I change it? Login to your Encyro account. You will arrive at the Documents v...

• Does using Encyro help me increase client retention?

  Using Encyro is expected to help you increase client retention more than a traditional client portal in multiple ways.  Increase Client Contact and Visibil...

• Is an invitation sent to my clients automatically when I send them a secure message?

  When you send a secure message an email notification informing them about the secure message from you is sent to your recipient. No separate account invita...

• Can you set up additional users for me?

  Yes, we can help you add additional users to your Encyro Pro account. Simply contact us and we will ask you for the information we need (such as the email ...

• Can You Set Up My Upload Page For Me

  Yes, we can assist with creating your upload page. Feel free to contact us and attach your business logo, and we can help set it up for you. We may ask for...