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Document upload issues - not receiving authentication code by email
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Questions & Answers and How-to

Tracking New Business from Existing Clients with Financial Accounts Managing Operational Processes with Workflows How to Bulk Update Contacts How to Bulk Delete Keywords or Tag Not Receiving 2FA Authentication Texts from Insurance Carriers or Microsoft How to Remove(Deactivate) or Activate a User Q&A about TCPA Text Message Compliance In LeadCenter How to Disable receiving Daily Contact Update and Other Notifications I am not able to see an appointment in LeadCenter and connected Redtail Calendars Troubleshooting App Crashes on iPhone How to Integrate LeadJig with LeadCenter.AI? How to Embed a YouTube Video in LeadCenter Event Description Selecting All Users in Calendar Hang the Browser or Crash it How can I retarget event attendees based on their "event status" Capturing After-Hours Calls from Third-Party Call Centers How to Make an Email Private or Request Deletion How to Link a Client to Their Power of Attorney (POA) Why aren't my notes and tasks pushing to Redtail CRM? Personal vs Shared Notifications Do I have to add unsubscribe and postal address to each email template? Why Shortcodes Don't Populate in Test Emails How do I link a client to his wife if the client is also link to his parents I am getting the error message "User's under organization cannot be added here...." in Shared Notifications How to offer two time durations options in Bookmytime.ai Why appointment confirmation email is not being sent from my email? Clarification on "Invited" Status in Event Registration Workflow Issues with Viewing Confirmation Emails on Contact Cards Document upload issues - not receiving authentication code by email How to Update a Contact Stage When an Appointment Is Created What is the difference between (unsubscribe_link) and (unsubscribe_url) shortcode? Benefits of Porting Your Phone Numbers to LeadCenter.AI How to Change Bookmytime.ai Public Calendar Link Meeting Category Troubleshooting: Why Isn't My Form Capturing Leads? Clear LeadCenter Cache and Site Data

Document upload issues - not receiving authentication code by email

Question: I have a clients who has been trying to upload documents to lead center through the secure document portal but he is never received the verification code by email. He checked his junk and spam folder for a long time but never got the code.

Answer:

Each client has a unique URL

For security purposes, every client is assigned a unique document storage link. Make sure you send the correct URL to each client individually. For example:

  • Client one link: https://fq.companyname.com/BadvdtnMV/dms/documents
  • Carol two link: https://fq.companyname.com/lQYAqu08n/dms/documents

Use the [[dms_url]] shortcode in email templates

To simplify this process and avoid manual errors, use the [[dms_url]] shortcode in your email templates. This automatically inserts the correct, personalized link for each client when the message is sent.

Or share one link for everyone

If you'd rather not send each client their own link, use your Document portal link. It's one link for your website: visitors enter their email, get a verification code, and upload to their own contact record. See Let Website Visitors Upload Documents with Your Document Portal Link.

If a visitor doesn't get the code, ask them to check their spam or junk folder and confirm they typed the email address saved on their contact record.

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