User Documentation

Complete guides for using GetSafeDocs effectively and securely

New to GetSafeDocs?

Get up and running in 5 minutes with our Quick Start Guide—learn how to create your account, send your first secure document, and share via registered accounts or external tokens.

5-Min Quick Start

User Guides

5-Minute Walkthrough

Quick Start Guide

Fast track to sending and receiving your first secure document on GetSafeDocs. Ideal for new users who want a concise, step-by-step walkthrough.

Covers:
  • Creating an account & setting up Passkeys (WebAuthn) or 2FA
  • Uploading files with automatic QuickSand malware scanning
  • Configuring Preview-Only mode, Activity Notifications & Expiry
  • Sharing with Account Holders vs. External Access URLs & access tokens
  • Previewing documents safely in the isolated browser sandbox
  • At-a-glance comparison of Free, Premium, and Enterprise limits

Audience: New users & external recipients | Reading Time: ~5 minutes

Read Quick Start Download Markdown
Essential Reading

Complete User Guide

Everything you need to know about using GetSafeDocs. Learn how to create an account, send and receive documents, use document requests, set up two-factor authentication, manage your inbox and outbox, and understand security features.

Covers:
  • Getting started & account creation
  • Sending documents (registered recipients & manual tokens)
  • Receiving & viewing documents safely
  • Understanding malware scan results
  • Using Document Requests (Premium/Enterprise)
  • Two-Factor Authentication & Passkeys setup
  • Mailing lists & recipient management
  • Account tiers & limits comparison
  • Troubleshooting & FAQs

Audience: All users (Free, Premium, Enterprise) | Length: ~25 pages | Reading Time: 20-30 minutes

Read Guide Download Markdown
For Administrators

Enterprise Admin Guide

Comprehensive guide for Enterprise Company Administrators. Learn how to invite and manage team members, configure company security settings, monitor seat usage, view activity logs, and implement security best practices for your organization.

Covers:
  • Setting up your Enterprise company account & 5-seat licensing blocks
  • Inviting team members & configuring Auto-Enrollment Email Domains
  • Understanding seat allocation & Stripe billing portal
  • Managing member roles, seat upgrades/downgrades & offboarding
  • Passkeys (WebAuthn) & Two-Factor Authentication (MFA)
  • Monitoring company activity & compliance logs
  • Enterprise features & benefits (200 MB files, 300 msgs/mo per seat, 100 recipients)
  • Security best practices for organizations

Audience: Enterprise Company Administrators, IT Managers | Length: ~22 pages | Reading Time: 20-25 minutes

Read Admin Guide Download Markdown

Quick Reference

Supported File Types

Complete list of allowed and forbidden file extensions for Free, Premium, and Enterprise tiers.

  • Free tier: 60+ document, image, archive, and code formats
  • Premium/Enterprise: 80+ formats (adds video, audio, and design files)
  • Blocked types: .exe, .bat, .dll, .js, .vbs, .sh, .msi, etc.
View File Types
Pricing & Account Tiers

Compare Free, Premium, and Enterprise plans to find the right fit for your document sharing needs.

  • Free: 10 messages/mo, 5 MB files, 1 attachment, 2 recipients
  • Premium: 300 messages/mo, 128 MB files, 20 attachments, 30 recipients
  • Enterprise: 300 messages/mo per seat, 200 MB files, 20 attachments, 100 recipients
View Pricing
Security Documentation

Technical documentation on our Google Cloud Run security architecture, compliance certifications, and data protection practices.

  • Security Architecture White Paper (v2.0 Cloud Run)
  • OWASP Top 10 Assessment (99/100 A+ score)
  • 100% Canadian data residency in Toronto (PIPEDA, GDPR)
Security Docs
API Documentation

Developer documentation for integrating GetSafeDocs into your applications and workflows.

  • Personal Developer API Keys (gsd_...) from your Profile
  • Model Context Protocol (MCP) Server (/mcp) for AI assistants
  • Stateless direct-to-cloud uploads & QuickSand scan reports
  • Messages, Document Requests & Mailing Lists
  • Python, Node.js & cURL code examples
API Docs

Common Tasks

  1. Log in to your GetSafeDocs account (or create a free account)
  2. Go to the home page (Send Secure Document)
  3. Enter a Subject and Message
  4. Drag and drop your file(s) into the upload zone (files upload directly to Canadian Cloud Storage and are scanned by QuickSand for malware)
  5. Configure optional controls: Preview Only (No Download), Notify on Recipient Activity, and Expiration Period
  6. Click "Submit Message"
  7. On the Recipient Management page, add registered GetSafeDocs account emails, select a Mailing List, or copy the Shareable Access URL and Access Token for external recipients
Read Quick Start Guide
  1. Open the shareable link (/access_document?token=...) or go to Access Document
  2. Enter the 8-character message access token (or 12-character document request token) and click "Access Document"
  3. Review and accept the Terms of Service and Privacy Policy consent prompt
  4. View the message details and click "Safe Preview in Sandbox" to inspect files in your browser or "Download" (if permitted by the sender)

Note: External recipients do not need a GetSafeDocs account to access documents via token!

  1. Click "Document Requests" (/document_requests) in the navigation bar
  2. Fill out the Create New Document Request form with a Title and Instructions / Description
  3. Configure optional upload settings: Expiration Date, Max Uploads Allowed, Max File Size (MB), and Allowed Extensions
  4. Optionally enter recipient email addresses to automatically email them the upload portal link
  5. Click "Create Request" and share the generated upload link (/document_request_upload?token=...)

Best part: People uploading files to your request portal do not need a GetSafeDocs account!

Read Full Instructions
  1. Go to your Profile and expand User Account Information
  2. To register a Passkey (WebAuthn): Under Passkeys, click "Add Passkey" and follow your browser/device prompt (Touch ID, Face ID, Windows Hello, or YubiKey)
  3. To enable Two-Factor Authentication (2FA): Click "Enable Two-Factor Authentication" (/mfa_setup), choose Authenticator App (TOTP) or Email Verification, and save your one-time backup codes
  4. To generate a Developer API Key: Under Developer API Keys, enter a key name, select an optional expiry, and click "Generate API Key" to obtain a gsd_... key for the REST API

Note: Passkeys and Developer API Keys are included for all account tiers; Two-Factor Authentication (TOTP / Email) is included on Premium and Enterprise plans.

Read Full Instructions
  1. Log in with your Enterprise Company Administrator account and open Enterprise Admin (/enterprise_admin)
  2. Verify you have available seats in your Seat Utilization bar (seats are provisioned in blocks of 5)
  3. Option A — Email Invitation: Under Invite User to Company, enter the user's email address and click "Send Invitation" (valid for 7 days)
  4. Option B — Auto-Enrollment Domain: Under Auto-Enrollment Email Domains, add your corporate domain (e.g., acme.com) so anyone registering or signing in via Google OAuth with a matching email automatically joins your company
  5. Once a member joins, you can promote them to Company Admin or manage their seat access from the Company Members table
Read Admin Guide

Still Have Questions?

Our support team is here to help you get the most out of GetSafeDocs.

Contact Support