Sending Sensitive Information Securely – Paystand Help Center
How to send sensitive Information
1. Navigate to the link provided by Paystand.
2. Enter the recipient's email you want to send the information.
3. Enter your email address.
4. Click Submit
5. You have the option to include a message and attach any necessary files.
6. Click Attach Files to upload a file.
7. Click the Enter Email field to enter the recipient's email address.
8. Choose Notification Preferences:
Automatically notify all recipients (less secure): This option will automatically send an email to the recipients with a link to access the upload request.
Do not notify recipients, I will email the link directly to them (more secure): This option will not send any email notifications. You must copy the secure link and email it to the recipients manually.
9. Click Submit
10. Copy the Secure Link: Click on the Copy Link button.
Share the Link with the Paystand Representative.
Best Practices for Handling Sensitive Information
- Do Not Share Links Publicly: Only share the secure link directly with the intended recipient.
- Monitor Access: Keep track of who you have shared secure links with, and revoke access if no longer needed.
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Sending Sensitive Information Securely