Sending and managing requests

The Share Link screen is where you send upload requests and keep track of the ones already out.

Send a request

On Send Upload Request, fill in:

• Customer name
• Customer email address — where the link is sent
• Policy number — the reference this request relates to

There's also a Send me a copy of the email tickbox if you'd like to receive the same email the recipient gets.

Select Send Link. Veridox emails the recipient a secure link automatically — you don't need to copy or send anything yourself. The link lets them upload up to 10 files and expires after 7 days.

Track your requests

Requests are organised into three tabs:

• Sent links — outstanding requests the customer hasn't actioned yet. Each row shows the Name, Email, Reference, and an Expires in countdown.
• Expired links — requests that passed their 7-day window and can no longer be used, with the Expiry Date.
• Completed links — requests the customer has uploaded to, showing when it was Requested at and Completed at.

If a tab is empty, it reads No records to display.

Chase or cancel a request

On the Sent links tab, each outstanding request has two actions:

• Remind — re-send the email to nudge the recipient.
• Revoke — cancel the link so it can no longer be used.

Once a customer has uploaded, the request moves to Completed links on its own — see What happens to uploaded files.