Secure Link Email
Redbrick has the ability to securely email documents via a secure link. An email will be sent to the user with a link to a secure portal for them to access the document. The receiver will also be able to send messages and documents securely back to you.
If you want to send documents more securely to Other Parties or clients but are not a user of the Redbrick Portal, there is a a different option available to you. Instead of emailing the document directly to the Other Party or Client, it can be uploaded to a secure portal that only the receiver will be able to access. Messages and Documents can still be sent and received securely by the Client when they access the secure Redbrick portal.
In order to start this process, first an email address needs to be set against the client in Redbrick.
On the New Document you will see two options Email (Secure Link) and Email as PDF (Secure Link) to enable you to send the Documents securely to the Client.
The Email Secure Link option is also available on the right click menu when selecting a document on the Document screen:
Click on your choice and any email addresses stored against the matter will be present in the next option.
The client will receive the email and when clicking on the Secure Document link will be taken to the following page:
The client will have to enter the email address of the secure email sent to them to receive a second email with a secure code to enter:
When the client enters the Secure Portal they will see documents that have been shared from their Solicitor, an area to share documents back, and the option to send a message to their Solicitor. The client can send a message on its own, a document or a document with a message.
When a client has shared a message or a document back to you, you will see an Incoming Document notification in the bottom right hand corner of Redbrick.
If the Client has sent a message and no document, then in the Document column of the Notification window it will show ‘Inbound Secure Message’.
When clicking the Import button it will display the below message. To save this to the Document screen, click on Save. Clicking on Cancel or closing the window will not save the message and remove the notification.
In the Document screen the message will be added as a Note with the subject of Inbound Secure Message, clicking on it will bring up the message details.
When a Notification arrives that is a document, the document name will be displayed in the Document Column. These Document Notifications will function the same as the Incoming Documents from the Online Portal.
If the Document has come from the Secure Portal and also contains a message when you view the details you will see that the Document has come from the Secure Portal and the message the Client has sent with the document:
If the Document does not contain a message, then when you view the details, it will just show the details of the Document:
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