Is an invitation sent to my clients automatically when I send them a secure message?
When you send a secure message an email notification informing them about the secure message from you is sent to your recipient.
No separate account invitation is sent. In fact, invitations are not needed in Encyro. You do not need to first invite a client or create their account. Just send a secure message to their email address as if they already had an account. You do not need to care if they sign up or not. Everything else is managed automatically for you.
See: How Your Clients Will Receive Your Secure Message.
You can create client folders by importing your contacts as well. See Three Ways to Import Contacts.
Related articles
-
Does using Encyro help me increase client retention?
Using Encyro is expected to help you increase client retention more than a traditional client portal in multiple ways. Increase Client Contact and Visibil...
-
What is the minimum amount of setup needed to start communicating securely with a client?
No setup is required. Simply type your client's email address to send them a secure message. You do not need to create any account for them. You need not i...
-
How do I create or setup a portal for clients?
How do I invite a client? You do not need to create or setup a portal account for clients. The first time you send or receive a secure message to or from y...
-
Three Ways to Import Clients
You can import your existing clients in three ways: If your existing clients are in Gmail, Encyro can directly connect to Gmail and extract your contacts. ...
-
Where is my Address Book in Encyro? Can I search my Contacts?
Where can I store and find my contacts to send secure messages to? How do I use my imported contacts or address book? How can I search for contacts in my a...
-
How Will My Contacts Receive My Secure Message?
How will my clients receive my secure messages? This short video shows how clients receive a secure message that you sent to their email address. When you ...
-
Can my client reply securely to my secure message?
If I send a secure message to someone, can they send me an encrypted response? Can my recipients send an encrypted message to me? If I send an encrypted em...
-
How do I use my upload page?
Your upload page lets you securely receive messages and files from others who do not have an Encyro account. Your upload page has an address like www.encyr...