When Customers are required to send you files that require a very high level of security, you must ensure that their attachments are secure with permission-based access throughout the entire booking lifecycle.
All ScheduleOnce attachment fields are automatically secured and attachments require signing in to download. The attachments provided by your Customers at the time of the booking can be downloaded only by the Booking page Owner and Editors. Any other ScheduleOnce User or third party will not be able to download the attachment and the Customer who provided the attachment will not be able to view it after submission.
Accessing Secure attachmentsYou can access Secure attachments from the Activity stream or directly from the User notifications.
When accessing the Secure attachments directly from User notifications, you will be required to login to your ScheduleOnce account to be able to download the attachment. Once logged in, the download will start automatically. If you are not the Booking page Owner or Editor, you will not be able to download the attachment.
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