Setting Up Your FileSeal Account

Welcome to FileSeal! This guide will walk you through setting up your professional account and preparing for secure document sharing.

What You'll Accomplish

By the end of this guide, you'll have:

• ✅ A fully configured FileSeal account
• ✅ Professional profile setup complete
• ✅ Understanding of the dashboard layout
• ✅ Ready to create your first document request

Step 1: Creating Your Account

Navigate to FileSeal and click "Get Started" or "Sign Up".

Authentication Process

FileSeal uses Auth0 for secure authentication. You can sign up with:

• Professional email address
• Google account
• LinkedIn account

Important: Use your professional email address as this will be visible to clients when they receive document requests.

Step 2: Professional Profile Setup

After successful authentication, you'll be prompted to complete your professional profile:

Required Information

• Professional Title: Choose from solicitor, financial advisor, accountant, etc.
• Company Name: Your firm or practice name
• Custom Title: If your specific role isn't listed

Why This Matters

Your professional information appears in all client communications, building trust and credibility.

Step 3: Understanding Your Dashboard

The FileSeal dashboard is your command centre for all document activities.

Dashboard Sections

1. Quick Stats: Overview of active requests, completed seals, and downloads
2. Recent Activity: Latest document requests and client interactions
3. Filter Options: Total, Pending, Sealed, Downloaded status views
4. Action Buttons: Create new requests, view settings

Status Indicators

• 🟡 Pending: Waiting for client upload
• 🔵 Sealed: Client has uploaded, awaiting your download
• 🟢 Downloaded: Documents successfully retrieved
• 🔴 Expired: Request expired before completion

Step 4: Account Verification

Email Verification

Ensure your email address is verified to:

• Receive upload notifications
• Access account recovery options
• Enable all professional features

Trial vs. Professional

• 7-day trial: 5 document seals included
• Professional plan: Unlimited seals, advanced features
• Seamless upgrade: No interruption to active requests

Next Steps

Now that your account is set up, you're ready to:

1. Create your first document request - See our First Request Guide
2. Explore security features - Learn about FileSeal's encryption
3. Customise your experience - Set up professional branding

Common Setup Issues

Can't verify email?

• Check spam/junk folders
• Ensure professional email allows external senders
• Contact support if verification email doesn't arrive

Professional title not listed?

• Select "Other" and use the custom title field
• Your custom title will appear in all client communications

Need to change company information?

• Visit Settings > Professional Profile
• Changes apply to new requests immediately
• Existing requests maintain original branding

Security Best Practices

From day one, follow these security guidelines:

• Use a strong, unique password
• Enable two-factor authentication (when available)
• Regularly review active document requests
• Keep your professional information up to date

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Ready to create your first secure document request? Continue to our First Request Guide to learn the complete workflow.