ShareSimple: Add a TrustedLink

A TrustedLink is a secure upload point you can add to your website or to your email signature to create a private, encrypted folder where customers, colleagues and others can securely upload confidential documents and person-sensitive data.

Add a TrustedLink (you must be a ShareSimple Admin)

1. Open the ShareSimple window in Outlook
2. Click Admin in the bottom left to open Admin settings in your browser
3. Go to Folders
4. Go to TrustedLinks

5. Click the button "+ New TrustedLink"

6. Give your TrustedLink a name
7. Choose a consent
8. Click "Accept and Create"

Add the consent form to your newTrustedLink

1. Go to Folders
2. Look for the TrustedLink you just created
3. Click the … menu to its right
4. Choose edit
5. Select the new consent from the dropdown to attach it to your TrustedLink

Add users

You can invite other members of your team to use the same TrustedLink to collect information and access it by adding users.

1. Select your new TrustedLink from the list
2. Click Manage Sharing from the top right
3. Click Add User
4. Select users to add from the drop-down menu. You can select as many users as you like to allow them to share, access and use the new TrustedLink

Add a logo to the TrustedLink

Make sure you’ve added a logo so that when people click on your TrustedLink they will see it and feel confident they are in the right place to share their data with you securely. 

1. Go to Settings
2. Choose Company settings
3. Upload your logo if you haven’t already done so

Now your TrustedLink is ready to use. You can add the link to your email signature, your website, to your applications and forms, or anywhere you like to make it easy for your customers, colleagues, and others to securely upload confidential documents and person-sensitive data properly, with consent and full documentation.

How to add TrustedLink to you email signature

Here's how to add a TrustedLink to your email signature in Outlook:

1. Go to your new TrustedLink under Admin settings> Folders
2. Click copy link
3. Go to your email signature
4. Paste the link and edit the text to display with the link