User Guide Documentation API Documentation

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

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

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

ROLES

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