Learn how to securely attach and send documents from your Agentbox listing via email, incorporating the new expiration policies for private document links.
Steps to Attaching Documents to an Email
1. Access the Property Card:
- Navigate to your property listing and open the Property Card.
2. Start Sending an Email:
- Click on the 'Send an Email' icon and choose 'Quick Email' from the dropdown menu.
3. Compose the Email:
- Fill in the recipient’s details, add a subject, and compose your message.
4. Attach Documents:
- Click the Attachment icon within the message template.
- Select the desired document from the dropdown menu. Note that private documents are marked with "[Private]" for easy recognition.
- Click 'Insert' to embed a downloadable link in the email.
5. Embed the Download Link:
- A link to the document will automatically embed in your email, allowing the client to click and download the document directly.
6. Finalise and Send:
- Review the email to ensure all details are correct, then click 'Send'.
Understanding New Expiration Policies for Private Document Links:
- Emails: Private document links sent via email will now automatically expire 7 days after being sent. This ensures sensitive information remains secure and is accessible for a limited time only.
- API Access: Private document links accessed via the API are set to expire 60 minutes after they have been accessed, enhancing security for automated processes.
These measures are introduced to maintain the integrity and confidentiality of private documents, aligning with best practices in data security. This update helps manage the accessibility of sensitive information effectively and responsibly.