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Creating a Lock

Owners and admins

Every field of the Create a lock dialog, top to bottom.

The counter next to the title shows Locks used of your plan’s limit. · Sample data
  1. 1Open the company, then ☰ menu → Create Lock (or press n).
  2. 2Lock: leave Generate lock ID for me ticked for a random 8-character code (best for one client), or untick it and type a custom code of 4–8 letters or numbers (best for a link on your website, e.g. INVOICE).
  3. 3Internal password and Confirm: at least 12 characters, not easy to guess. Or press Generate a strong password and then Copy to save it in your password manager.
  4. 4Internal note (optional): for your team only, e.g. the client’s name.
  5. 5Pin to the top (optional): shows the Lock first for everyone.
  6. 6Maximum uploads: how many times clients can send through this Lock (1–1,000).
  7. 7Expires on a date (optional): pick the date, time and time zone after which clients can no longer upload.
  8. 8Page: the plain upload page, or one of your forms.
  9. 9Workflow (Premium): the steps every new upload goes through. See Using a workflow on a Lock.
  10. 10Client message (optional): shown at the top of the upload page, e.g. “Please upload your ID and proof of address”.
  11. 11Press Create lock. The new Lock appears with a New badge.

Important: The password cannot be recovered or reset. If it is lost, nobody can open the files sent to that Lock.