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Set up phone share

External sharing 0:56 2026-10-20

The phone share connects the Workspace with the recipient's mobile number and a PIN. Documents are only sent to a fixed email address.

What you will learn

  • Set up a phone share with mobile number and PIN
  • Know the safeguards: fixed email address, reception for unknown numbers, lock after 3 wrong PINs
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Transcript

Now for the share itself, again on the Workspace: New external share, this time using the phone channel. The agent is already entered. You enter the accountant’s mobile number and a PIN consisting of 4 to 6 digits. Only someone calling from this number who knows the PIN can access the documents. Both are blurred in the video for privacy reasons. If the caller needs a document, PaperOffice sends it to this fixed email address: as a link to a password-protected PDF, with the password included in the same email. The caller cannot specify any other address over the phone. If someone calls from an unknown or anonymous number, they will reach the reception desk without access to documents. And after 3 incorrect PINs, sharing is blocked for 15 minutes.

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