Frankfig Help

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Quick Start Guide ​

From a new account to your first send.

1. Accept your invitation ​

Sign-up is invitation-only.

If you've been invited to join an organisation, open the link in your invitation email. Enter your name and choose a password, then sign in.

2. Sign in for the first time ​

Your first sign-in takes you straight to setting up an authenticator app. Nothing else in Frankfig opens until you have set one up: two-factor authentication is required for everyone who signs in. You are shown eight backup codes once; keep them somewhere safe.

After that, a short setup asks for your name, and you are asked to accept the Terms of Service and the Privacy Policy. If you are an Admin, the setup also asks for your organisation's details, and you accept the Org Admin Addendum as well.

Your industry sets the words the app uses. A law firm sees Matters; a real estate agency sees Listings and Listing files; a health practice sees Referrals and Cases.

3. Invite your team ​

Only Admins can invite people. If you are an Admin, open Organisation in the left navigation, scroll to Team, and click Invite user. Choose a role for each person — see Roles and Permissions. If you are not, go to step 4.

4. Send your first document ​

  1. Click Compose at the top of the left navigation.
  2. Choose Secure link.
  3. Enter the recipient's email address.
  4. Give the send a subject.
  5. Leave the link on your organisation's link window (four days) and the fax box unticked for now.
  6. Attach the PDF.
  7. Click Send via Secure link. If you are a Support user, first check or choose who you are sending for under Sending for, then click Send for and their name.

Your recipient gets an email with a link. They need no account and no password — the link opens a page in their browser where they can view or download the document and confirm they received it. If their browser reports that it can't show PDFs, View downloads it instead.

5. See whether it landed ​

Every send appears on Sent, with one of five outcomes: Not sent, Waiting, Delivered, Opened or Not delivered. See Tracking a send.