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Account Settings
Plan:
Expires:
Storage:
0MB
Monthly Public Uploads:
Personal
Options
Boxes
Customize
Team
Api Keys
First Name
Last Name
Organization
Main Phone
Username
Save
System
Defaults
System Notifications
Email
Text
Desktop
I want to receive notifications on product updates and other important news.
WhistleBox Address Format
Email/Box Name
Username/Box Name
Email/Box Name or Username/Box Name
Upload Form Options
Show Sender Name
Require Sender Name
Show Company
Require Company
Show Subject Field
Require Subject
Auto-create Folder on Sender Name
Require A Confirmation Email
Play Sounds
None
Small (max 320px)
Medium (max 640px)
Large (max 1280px)
X-large (max 2048px)
Auto Image Resize
Sender Name Format
First Last
Last, First
Download Mask
Mask
Used to specify the file format for downloads. Masks are made up of fields and characters (A-Z, a-z, 0-9 etc.). Field options are {filename}, {ext}, {folder}, {sender}, {company}, {subject}, {date} and {datetime}. Default is {filename}.{ext}.
Request Expirations
1 day
2 days
3 days
4 days
5 days
6 days
1 week
2 weeks
Upload Expires
1 day
2 days
3 days
4 days
5 days
6 days
1 week
2 weeks
Signature Expires
1 day
2 days
3 days
4 days
5 days
6 days
1 week
2 weeks
Download Expires
Request Messages
Upload Request Message
Signature Request Message
Download Request Message
Default email messages for Requests.
You can also add the following placeholder (include braces) which will be replaced by the appropriate account info.
{memberFirst}
{memberLast}
{memberTitle}
{memberEmail}
{memberPhone}
{memberAdditional1}
{memberAdditional2}
{memberBox}
{companyLogo}
You can also add the following logo placeholder (include braces) which will be replaced by your account logo.
{companyLogo}
Save
My Boxes
Name
Default
Actions
You can customize your public Upload Page with a Company Logo and color theme to match your organization's branding.
Company Logo
Colors
Page Title
Side Bar
Main Background
Upload Button
Upload Button Text
Defaults
Save
Preview
Logo
Title
Upload Region
Upload
This team requires all members to have 2FA enabled. Please visit your Security Settings and enable.
Team:
Team Storage
Requires Member 2 Factor Authentication
Team Members
Name
Request Email
Type
Status
Team Box Options
Name
Notify Me
Default Box
Actions
Keys
Key
Name
Revoked
Add Box
Box Name
Box Options
Box Name
Nickname
Upload Title
Color
Default
Box
Source Folder
Default Signature Return Folder
Subfolders
Optional fields:
Nickname:
A more descriptive name for a Box
Upload Title:
Optional title to be added to the upload page.
Subfolders:
Will be created during upload folder Auto-create. Separate multiple names with a comma.
Default Return Folder:
Default location for all signed documents.
Preview
Secure File Upload
Select your files and upload them securely....
Upload files
Start Upload
Edit Team Name
Name
Add Member
When adding a new member, a Team Request will be sent to the member to setup his account. Enter a Member Name and Request Email to start the process. You can also choose the member type as: Assistant (Admin privledges), or Member (Restricted privledges).
First Name
Last Name
Title
Email
Phone
Additional Info1
Additional Info2
Member
Assistant Admin
Type
Default Box
None
Read Only
Read/Edit
Read/Edit/Import
Address Book Access
Type:
Assistant Admin
has full Read/Write access to all boxes and most Team Settings.
Member
is subject to box permissions that you set under Permissions.
Additional Info: A general purpose field used to add any info about the member.
Default Box: The member's default box (defaults to the Team Default).
Address Book Access: Determines the access level to the Team Address Book. This will not affect the auto add feature on Requests.
Member Box Permissions
Box
Access
None
Limited
Full
Custom
Box Permissions
Viewable
Trash Purge
Folder Read
Folder Write
File Read
File Write
Note Read
Note Write
Signature Signing
Signature Annotations
Combining
Image/PDF Page Editing
Box View
Box
Access
Box access permissions allow you to set rights for Member Boxes with Type=Member.
None
- No access to the Box. Box will not show up in user Teams View
Limited
- Only Read access to the box. No uploads are permitted.
Full
- Full Read/Write access to the box
Custom
- Set permissions individually
Box Access Table
Edit Key
Nickname
Revoke This Key