Help centre
Renvelock user manual
How to use every part of Renvelock: Locks, uploads, workflows, your team and its permissions, forms and security, with screenshots of each screen. Search above, or press / to start typing.
Common tasks
Getting started
- What Renvelock doesReceive documents and form answers from clients, encrypted before they leave the client’s device.
- Key termsCompany, Lock, Lock link, Lock password, upload, upload code, form, workflow, roles.
- Your first ten minutesFrom signing up to downloading your first client upload.
- Finding your way aroundThe dashboard header, breadcrumbs, the bell and the ☰ menu.
Companies and plans
Locks
- The Lock listSearch, pin, copy links and open Locks.
- Creating a LockEvery field of the Create a lock dialog, top to bottom.
- Choosing and keeping the Lock passwordWhy the password matters, and how to share it with your team.
- Sending a Lock link to clientsCopy the link and send it by email, message or your website.
- Unlocking a LockEnter the Lock password to see and decrypt its uploads.
- Changing a Lock’s settingsUpload limit, expiry, workflow and notifications for one Lock.
- Deleting a Lock and the Deleted Locks archiveRemove Locks you no longer need, and find what was deleted.
Uploads
- Reading the upload listWhat each upload card shows, its colours, and how to filter and search.
- Viewing and downloading filesDownload single files, a PDF of form answers, or an offline package.
- Reading form answersSee a client’s answers, save them as a PDF, and get their files.
- Comments, flags and historyTalk about an upload, reply to the client, mark its status and see who did what.
- The upload’s ••• menuGet attention, pin, copy the upload code, send back, reassign or delete.
- Working with many uploads at onceSelect uploads to export them to CSV, pin them or delete them together.
Workflows
- What a workflow isHand each new upload from person to person, one step at a time (Premium).
- Creating a workflowName the workflow, then each step and its person.
- Using a workflow on a LockChoose the workflow new uploads of a Lock go through.
- Working your steps day to dayFind what is with you, press Done and pick who gets it next.
- Sending back and reassigningReturn an upload one step to put it right, or give a step to someone else.
- Changing a workflow laterWhat you can change, and when changes apply.
- Workflow status and stuck stepsNew, In progress, Complete, and steps that have waited too long.
Teamwork and notifications
User control: team and roles
- Roles and what they can doOwner, admin and staff: who can do what.
- Adding a team memberGive a colleague access to your company as staff or admin.
- Removing a team memberRevoke a colleague’s access to the company.
- Transferring ownershipMake another member the company’s owner.
- Lock security policyUnlock Locks that share a password together, and lock them again automatically.
Forms
Activity and audit
Your account
- Two-step sign-inProtect your account with a code from email or an authenticator app.
- Forgotten your account passwordReset the password you sign in with (not a Lock password).
- Dark modeSwitch between light and dark.
- Deleting your accountErase your account and the companies only you belong to.
- Billing and subscriptionUpgrade, change the card or cancel.
What your clients see
Keyboard shortcuts
Troubleshooting
- I have lost a Lock passwordThe files of that Lock cannot be opened.
- I cannot see Create Lock, Workflows or Company settingsThose are for owners and admins.
- A client says they cannot uploadThe Lock may be full, expired, or the company out of storage.
- I keep having to enter the Lock passwordYour company locks Locks again after inactivity.
- Downloads have stopped workingThe monthly download allowance may be used up.
- “Someone else moved this upload on a moment ago”Another person changed the workflow step at the same time.
- Still stuck?Contact Renvelock support.