When you send a Request to a Person, you are providing a special hyperlink that gives that Person limited access to your Document Portal account. Specifically, the person can enter information or upload files through a special web page that can be accessed by clicking on the special hyperlink. Document Portal includes options to secure or disable the Request hyperlink in case the person accidentally shares or should no longer be granted access to it.
- Delete the Request. You can delete the Request by clicking the Delete option on the "Request Details" screen. This will remove the request and deactivate the special hyperlink but will not affect any documents which have been received through the Request.
Click here for details - Require a PIN. You can require the Person to enter a 4-digit PIN number to access any Request from your Document Portal Account. Use the "Portal Settings" option on the Person Details screen to do this.
Click here for details - Disable the Person's access. You can disable any access by the Person by turning off the "Enable Portal" switch. Use the "Portal Settings" option on the Person Details screen to do this.
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