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Login and account

General

Secure spaces and file management

Electronic signatures

Messages and notifications

Billing, Payments and Settings

Interface and settings

Security and technical integrations

Statistics, billing and renewal

File requests (creation and sending by the professional)

File requests (external/client perspective)

Creating folders in batch

Convoflo extension for Outlook

Formatting texts in messages

Dynamic PDFs

Moving folders and managing permissions

Policy for creating subfolders in a secure space

Connection security and access keys

Configuring the secure space (external client perspective)

Electronic signature request

Using the secure space (external client perspective)

Permissions system

Electronic Signatures Dashboard

Notification management

File area (file manager)

User Settings

Secure client messaging in a secure space

Downloading and Uploading Files

Search area

Secure client messaging (overall view)

Direct access to secure space (external customer perspective)

Creating and sharing a secure space

Creation of a secure space or folder with template or by copy

Creating and using labels

Document management

Moving and archiving

Batch Actions

Home page

Rename items

Navigating the user interface

Our mission

Our mission Helping organizations unleash their full productivity potential by providing them with a secure client-messaging solution for their daily communications… effortlessly.

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Certifications

Messages

Files

Unified client communication channel

Other features of client-messaging

Automations

Notifications with AI

Smart file requests

Follow-up labels

Access & permissions

Productivity tools

Data governance and confidentiality

E-signatures

White labeling

Website gateway

Request payments

Microsoft

Zapier

Equisoft/connect

Mobile application

Convoflo for Outlook

History

Blog

FAQs

You have questions… we have answers

Login and account

How to reset a password (for an internal user or a customer)?

How do I disable two-factor authentication (2FA) for a customer?

How do I change a customer's name?

How do I change a customer's email address?

How do I add a new internal user to our organization?

General

What is Convoflo

What is a Convoflo secure space?

Secure spaces and file management

How to invite a client or share a secure space externally?

Why can't my client upload documents to their space?

Can external clients create subfolders themselves?

How to move or download multiple files or folders at the same time?

What is the maximum size allowed for uploading a file?

Do I have to download all the files to be able to view them?

Can we create the same subfolder in several secure spaces at the same time?

How to automatically add standard documents when creating a new folder?

How to archive a secure space?

Is it possible to recover a file or folder deleted by mistake?

Electronic signatures

How to check the status of a signature request?

How do I change an email address or correct an error on a signature request that has already been sent?

What should we do if we reach our signature request limit?

Is it possible to have a document signed by someone who does not have an email address?

How does signature delegation work?

Can you sign a document from a smartphone or tablet?

Are electronically signed documents locked with a password?

How do I add a professional title (e.g.: CPA) to my signature?

Messages and notifications

How do I get confirmation that a customer has read my message?

Can we configure an automatic absence message in the platform?

How to find and unarchive a message?

How do I send a mass message to all my customers?

How do I disable or re-enable alerts for a specific customer?

Is it possible to forward notifications to another email address (e.g. for an assistant)?

How to edit messages sent automatically by email?

Billing, Payments and Settings

Where can I view my invoices?

What happens to my data if I cancel my subscription?

How to cancel a payment request and stop reminders?

Is it possible to integrate the platform connection directly into our professional website?

How to change the interface language?

How to print or save conversation history?

Interface and settings

How to freeze the navigation sidebar at all times?

How do I change the displayed date and time format?

Do admins automatically have the same workspace configuration?

How to configure the delay before automatic disconnection (for users without double validation)?

How does the file request feature work?

How do I mention a specific person in the chat box?

How to see the history of actions (who filed a document and when)?

Is there a character limit for folder names?

Can we export an Excel list of customers registered on the platform?

What is the difference between a "text field" and a "text area" for forms?

Security and technical integrations