Document StorageSecure Links
Secure Upload Links
Secure upload links let clients send you documents without needing a Sterling account. Generate a link, share it with your client, and their files appear directly in the household's document folder.
No Client Login Required
Your clients simply click the link and upload. They don't need to create an account or remember a password.
Generating a Link
- Open the household's Documents page
- Click Generate Secure Link in the toolbar
- Select how long the link should remain active (30 days recommended)
- Click Generate Link
- Click the copy button to copy the link to your clipboard
The link is now ready to share. Paste it into an email or message to your client.
Link Expiration Options
Every secure link expires automatically. Choose a duration based on how quickly you expect your client to respond:
| Duration | Best For |
|---|---|
| 7 days | Urgent requests with a quick turnaround |
| 14 days | Standard requests with responsive clients |
| 30 days | Most situations (recommended default) |
| 60 days | Clients who may need extra time |
| 90 days | Complex requests requiring multiple documents |
Why Use Secure Links
- Convenience: Clients upload directly without email attachments or login hassles
- Security: Links expire automatically and files transfer securely
- Organization: Documents land in the correct household folder automatically
- Tracking: You'll see new files appear as soon as clients upload them
If a Link Expires
Expired links no longer work. If your client needs more time, simply generate a new link and send it to them. There's no limit to how many links you can create.