Is there a video that shows me how to use Verifyle?
Yes, there is a Getting Started video on our YouTube channel in addition to other helpful videos. To watch the Getting Started video, click here:
What is a Workspace and why should I use one?
A Workspace is the primary organizational unit in Verifyle. Think of is as a container that holds Guests, Threads and Documents where you, the Host of the Workspace, control exactly which Messages and Documents all of your Guests can see. You should use a Workspace any time you (1) want to create Group Thread, or (2) if you have a lot of information to be organized, or (3) when you want to have a little more control over exactly who sees what. You might consider using a Workspace for a project, topic, case or client.
Can I use Verifyle for sharing large files?
Yes, Verifyle is great for sharing large files. Verifyle does not have a file size limit. Your only limit is the total storage limit of your account (5GB for free users, 250GB for Pro users).
Can I use Verifyle just for storage?
Yes. Verifyle is a great option for storing sensitive Documents. Total storage limits are 5GB for free users, 250GB for Pro users. The best way to store Documents is to create a Workspace called “Storage” and then create Threads to be used as subfolders. For example, inside your Workspace called “Storage” you might have a Thread called “Bills and Receipts” where you can store all your bills and receipts.
How can my Guests share Documents with me?
Guests can share Documents with you by clicking the paper clip icon in a Workspace Thread or a Private Message Thread.
What if I lost my password?
If you lose or forget your password, you simply need to go to the Login Page, enter your email address and click the link that says, “Reset password.” We will then email you instructions for resetting your password. Please note: If you have disabled password reset, we cannot recover or reset your password for you.
What does my Guest see?
When your Guest logs in to their account, they will see the name of your Workspace and your name on their home screen. When they click that Workspace to open it, they will see the Threads and Documents you’ve shared with them, along with any Private Messages your may have shared. They do not see the names of the other Guests in the Workspace (except inside any group Threads you’ve created). As the Host, you can allow different Guests to see different things inside a single Workspace, while you maintain a global view of everything.
Where are my files stored?
Files in Verifyle are stored in the cloud (not on your computer). This means you can access them from any internet-connected device and it also means that what you store in Verifyle is safe from ransomware attacks.
How do I delete or archive a Workspace?
In order to delete a Workspace, you first must put it into your Archive. To archive a Workspace, click on the gear icon just to the right of the Workspace name, then click “Archive Workspace.” Once archived, a Workspace can be deleted by opening the archived Workspaces list (click on “Archive” at the bottom of your list of Workspaces), clicking the gear icon next to the Workspace name, and then clicking “Delete Workspace.”
What if I delete a Workspace by accident?
It should be very difficult to delete a Workspace unintentionally (we make it very hard to do). Unfortunately, if you delete a Workspace, everything in it is gone and not recoverable.
What makes Verifyle more secure than other cloud storage/sharing options?
Verifyle has a patented encryption key management technology that gives each individual item a user shares its own set of keys. Other systems encrypt in bulk, leaving your data vulnerable to bulk attacks where hackers can steal large amounts of data. Verifyle also offers security features like two-factor authentication and disable password reset, which protect your account from anyone, including us.
How do email alerts work?
Every time you share something in Verifyle, we send an email alert to let your Guest know that you have shared something with them. These alerts never contain any content – they are simply alerts that tell your Guests there is something waiting for them in Verifyle. If you would like to manually control when alerts go out, you can choose this option in your Account Settings. You can access your Account Settings by clicking your name in the upper right corner of your home screen.
My Guest can’t find the Document I shared – what should I do?
Make sure that you’ve shared the Document in either in your Private Message with that Guest or in a Workspace Thread that you’ve given that Guest permission to view.
How many Guests can I have in one Workspace?
You can have up to 150 Guests or Workspace Threads and up to 250 Documents in a single Workspace. But you can have up to 2,500 total contacts on your contacts list.
How do I logout? Does Verifyle log me out automatically?
You can log out of Verifyle by clicking on your name in the upper right corner of your Verifyle homescreen, then clicking “Logout.” You can also manually log out of any remote sessions as well as control how long a period of inactivity is allowed before Verifyle logs you out automatically by visiting your Account Settings page and clicking “Session Management.”
How do I sign a Document in Verifyle?
There are two ways to sign Documents in Verifyle: responding to a signature request and adding a signature as an annotation to a Document.
If you've received a signature request, you should be able to just click the “Sign Document” button in the email, and then just respond to the prompts. You can also login to your Verifyle account and click the orange “Review and Sign” button next to the Document name in the Thread where it was shared with you.
If you are a Verifyle Pro, Gold or Platinum user, or a Guest of a Verifyle Pro, Gold or Platinum user, you can sign Documents without a signature request. To do that, click on the Document’s name to expand the Document’s information pane in the Attached Documents list. Next click the “Preview” button to open the Document preview. Then click the small square button with a pen icon on it near the top right corner of the preview window to open the PDF editor. Next click “Add Annotation” near the top left corner of the window. This will open a small purple annotation tool which can be clicked and dragged to the location on the Document you’d like to sign. After adding a signature, you can click “Add Annotation” again to add additional signatures to the Document. Once all signatures have been added, click “Next.” You’ll then be able to rename the Document (optional) before submitting the signed Document.
Can I choose where I want someone to sign a Document?
Yes! If you are a Verifyle Pro, Gold or Platinum user, anytime you add a Document to a Thread you can request signatures to be added to that Document wherever you want them. First make sure the signer has access to the Thread, then click the paper clip icon to select the Document you want signed, but don't click “Send” just yet. Put a check in the box to the left of “Request Signing” (in green). Now click “Send.” You’ll be given the options to have your signer agree to terms and/or to add SMS identity verification to your signature request. Once you’ve made those choices, click “Next,” and you’ll be taken to a preview of the Document where you can simply click and drag your mouse to add signature, date, initials, and/or custom fields to the Document. Once you complete your signature request, your Guest will be notified of your request by email, and they will be walked through the simple process of adding their signature and any other requested information to the Document.
Can I have two people sign the same document?
Yes! The process is essentially the same as having one person sign the Document. If you are a Verifyle Pro, Gold or Platinum user, anytime you add a Document to a Thread you can request signatures on that Document. First make sure the signers all have access to the Workspace Thread where you want to make the request (please note: you cannot use a Private Message Thread to request signatures from more than one person at a time). Next, click the paper clip icon to select the Document you want signed, but don't click “Send” just yet. Put a check in the box to the left of “Request Signing” (in green). Now click “Send” and you’ll be asked to choose which of your Guests should be asked to sign the Document, and in what order you’d like them to sign. Click the toggle switches to choose and order your Guests. You’ll then be given the options to have each of your signers agree to terms and/or to add SMS identity verification to each signature request. Once you’ve made those choices for all the signers, click “Next,” and you’ll be taken to a preview of the Document where you can click and drag your mouse to add signature, date, initials, and/or custom fields to the Document for each signer. Once you complete your signature request, the first signer will be notified of your signature request by email, and they will be walked through the simple process of adding their signature and any other requested information to the Document. Once the first signer has finished signing the Document, you’ll receive an email letting you know, and the second signer will be notified that their signature has been requested. When the second signer finishes signing the Document, you’ll receive an email letting you know, and the third signer will be notified. This process will continue until all signers have signed the Document.
If two people share a single email address, you can still have them both sign the same Document, but you will have to make a separate request for each person. After the first has signed, you can preview the Document and click on the flag icon to re-attach the Document and start the second request. The second signer will be able to change the signature on the Verifyle account before signing.
Can I sign Documents using the Verifyle mobile app?
Yes! Signing requests can be fulfilled on mobile, and if you are a Verifyle Pro, Gold or Platinum user or a Guest of a Verifyle Pro, Gold or Platinum user, you can use the Verifyle mobile app to add signatures to Documents that have been added to Threads. To do that, tap on the Document name inside the Thread to open the Document’s information window. Next tap the “Annotate” button. Then tap the purple pen-tip icon to open the purple signing tool. Once the signing tool is open you’ll need to move the Document into position by pinching and zooming until the Document is positioned appropriately beneath the signature field. After typing your signature, tap “Done.” You can add additional signatures to the Document by tapping the purple pen-tip again. Once all signatures have been added, tap “Save Annotations” at the bottom of the screen. You’ll then be able to rename the Document (optional) and add a message (optional) before clicking “OK” to submit the signed Document back into the Thread where it originally appeared.
Why can’t I sign this Document?
Only Verifyle Pro, Gold and Platinum users and their Guests can sign Documents. Any PDF of any size as well as any DOC(X), PPT(X), TXT or CVS file under 5MB in size can be signed. Image files (JPEG, PNG, GIF) cannot be signed in Verifyle. If you are not a Verifyle Pro, Gold or Platinum user, you can upgrade by logging in and clicking “Show Options” on your Account Settings page next to “Subscription Settings” or by visiting our pricing page.
Are Verifyle signatures legally binding?
Verifyle can be used in compliance with UETA and the ESign acts. Verifyle can also be used in compliance with IRS’s Guidance for Electronic Signatures for forms 8878 and 8879. You can read more about how we meet these guidelines on our Compliance Page.
Can Verifyle be forced to give third parties access to my account?
Verifyle is currently not under any legal order to reveal the account information for any of our users. If a user chooses to disable password reset, they become the exclusive owner of the key necessary to unlock their account. Verifyle does not keep an extra key to your account and therefore cannot get into your account or decrypt your data without your password.
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