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Getting started

What Renvelock does
Key terms
Your first ten minutes
Finding your way around

Companies and plans

Your companies
Creating a company
Plans and limits

The Lock list
Creating a Lock
Choosing and keeping the Lock password
Sending a Lock link to clients
Unlocking a Lock
Changing a Lock’s settings
Deleting a Lock and the Deleted Locks archive

Reading the upload list
Viewing and downloading files
Reading form answers
Comments, flags and history
The upload’s ••• menu
Working with many uploads at once

What a workflow is
Creating a workflow
Using a workflow on a Lock
Working your steps day to day
Sending back and reassigning
Changing a workflow later
Workflow status and stuck steps

Teamwork and notifications

Getting a colleague’s attention
Your messages
Email notifications

User control: team and roles

Roles and what they can do
Adding a team member
Removing a team member
Transferring ownership
Lock security policy

Forms
Building a form
Using a form on a Lock

Activity and audit

The activity log
Proving the log has not been changed

Two-step sign-in
Forgotten your account password
Dark mode
Deleting your account
Billing and subscription

What your clients see

The client’s upload page
Filling in a form
The client’s tracking link

Keyboard shortcuts

Keyboard shortcuts

Troubleshooting

I have lost a Lock password
I cannot see Create Lock, Workflows or Company settings
A client says they cannot upload
I keep having to enter the Lock password
Downloads have stopped working
“Someone else moved this upload on a moment ago”
Still stuck?

Contents

Getting started
Companies and plans
Locks
Uploads
Workflows
Teamwork and notifications
User control: team and roles
Forms
Activity and audit
Your account
What your clients see
Keyboard shortcuts
Troubleshooting

User manual Your account

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Try it with your own clients

Starter is free, with 10 Locks, forms and end-to-end encryption.