ORCA allows Admins to create dedicated File Request links so people outside your team can upload files directly into your Vault without needing an ORCA account.
Overview
File Request links provide a secure, low-friction way to collect sensitive documents from external clients, advisors, and partners.
- No account required: Recipients can upload files without creating or logging into an ORCA account.
- Client-side encryption: All files and file names are encrypted directly in the uploader's browser before transmission to ORCA.
- Optional password protection: Add a password to restrict who can upload through the link.
- Permanent links: File request links do not expire automatically and can be deactivated at any time.
How to Create a File Request Link
You can generate a file request link directly from your Vault settings or from the main menu:
- Go to Account Administration → Vaults.
- Select your active vault and open the Receive Files tab.
(Alternatively, select Create File Request directly from the main menu.)
- Enter a descriptive title for the request.
- (Optional) Set a password (minimum 8 characters) to secure the upload page.
- Copy the generated link and password to share with your external recipient.
What the Recipient Sees & How Files Arrive
When your recipient opens the link:
- They are prompted to enter their name (and password, if configured).
- They select or drag and drop their files and click submit.
- The files and file names are encrypted in their browser before being uploaded to ORCA.
Once submitted, the files appear immediately in your Vault. The file details will display the name entered by the uploader, and the files can be renamed, tagged, shared, or downloaded like any other file.
Managing and Deactivating Links
You can view and manage active request links at any time from the Receive Files tab in Account Administration → Vaults. Links do not expire on their own, but they can be deactivated whenever you choose.
