Secure Exchange & guest access

Compose a message

1. Open Secure Exchange, then “New secure message”.
2. Add one or more recipients; a recipient can be an internal user or an “External guest”.
3. Set a delivery expiry (in hours) and optionally require a one-time passcode (OTP).
4. Preview what the recipient will see, then “Seal and send”.

Boxes and statuses

Sent and Received boxes; statuses: Draft, Sealed, Revoked, Expired. You can revoke a message or a recipient.

External guest access

1. The guest opens the message via a secure token link.
2. If an OTP is required, they enter a one-time passcode to open it.
3. Access expires automatically at the delivery expiry.