How to use a link as an external participant

When you create a link, the external participant will receive an email with the link embedded. The link leads to a login page where the external participant can enter the code they receive via a text message. F2 automatically sends the text message when you create a link.

Figure 1. Enter the code received by text message in order to download or upload

Upon login, a page opens where the external participant can either either access shared documents or upload documents.

Figure 2. Example of page accessed through a download link

Per default, the only file types allowed are PDF files and Microsoft Office files. It is possible to configure other file types in cooperation with cBrain.

When using an upload link, the external participant must click on Upload and then select the document they wish to upload. It is only possible to upload one document at a time.

Figure 3. Example of page accessed through an upload link

Email text for external participants

The email sent to the external participant consists of a default text that is determined on a system level in your organisation. The text cannot be adapted to individual recipients. The external participant’s name and the link activation period are automatically included in the email text.

Figure 4. Example of default email text