How to Use Recipient Onboarding

Learn how to add recipients who will receive secure communications and portal access.

Recipient Onboarding lets you add people who will receive secure files and communications from your organization. Once onboarded, recipients get access to a secure portal where they can view their documents.

Steps

1. Log in to your Cloud Sentrics portal.
2. Navigate to Recipient Onboarding from the left sidebar.
3. Click Add Recipient.
4. Enter the recipient's name and email address.
5. Add any additional details as required.
6. Click Save. The recipient is now onboarded.
7. The recipient receives an invitation email with portal access instructions.

Tip: Onboard recipients in bulk by uploading a CSV file with their details.

Tips

• Onboarded recipients can access their secure portal at any time.
• Keep recipient information up to date to avoid delivery issues.
• Remove recipients who no longer need access via the Manage Portal Access section.
• Recipients only see files and messages sent specifically to them.