User Guide Documentation API Documentation Reference

Welcome

GETTING STARTED
- Getting Started With Locktera
  - Sign In
  - Browser Compatibility
- Sign in: Authentication and Authorization

USERS
- Add Users
- Add Users in Bulk
- Edit Users
- Delete Users
- User Access Log

CONTACTS
- Add Contacts
- Add Contacts in Bulk
- Edit Contacts
- Delete Contacts

SECURE FILES
- Create Secure Tera Container
- Add Content Files
- Configure Access Control Rules
- Configure Advanced Security Rules
- Configure Advanced Search
- Reference Fields
- Secure Container Name
- Search Tags
- Secure Files For Storage
- Secure Files For Sharing

ACCESS CONTROL RULES
- Designate Authorized Viewers
- Read Only Permission
- Require Password
- Download Permission
- Restrict Access By Dates
- Flexible or Fixed Access Control
- Restrict IP Address
- Restrict Location
- Restrict Sessions

SHARE FILES
- Share Secure Files
- Share Secure Link by Email (html)
- Share Secure Link by Text
- Share Secure Link by Default Email

VIEW SECURE FILES
- View Secure Link
- Viewer Screen
- File Types Supported For Viewing

LIBRARY
- Library Overview
- Library Functions
- Container Analytics
  - Viewer Summary
  - Viewer Detail
- Revoke Access
- Download Containers
- Delete Containers
- Manage Search Tags

SEARCH
- Search Library
- Filters
- Column Visibility
- Filter Data
- Export Data

MODIFY ACCESS RULES
- Modify Access Control Rules

OUTLOOK INTEGRATION

ACCESS REPORTS
- Locktera Engagement Reports
- Content Access Report
- Container Status Report
- Access Denied Report
- Sent Not Accessed Report
- Viewer Information Report
- Viewer Audit Report
- Content File Audit Report
- Blocked Report

CHANGE LOGS
- Audit Logs

SETTINGS
- Configure 2 Factor Authentication
- Configure Address Book Updates
- Configure Reference Fields
- Set Authentications Methods
- Configure API Keys

BRING YOUR OWN STORAGE
- Azure Blob Storage
- AWS Storage
- Google Cloud Storage
- Akamai Storage
- Wasabi

ROLES
- Configure Roles

Powered by Scalar

Filter Data

Click Filter to access table filters.
Choose desired parameters to search table.

On This Page

Filter Data

Need Help? Contact support.

Questions? Contact sales.

Features About Pricing
Privacy Policy Terms of Service Pricing

© 2025 Locktera, Inc. All Rights Reserved.