You need to get documents to your accountant, lawyer or bank without attaching them to an email.
In Rhodes: Secure shares
A secure share sends documents Rhodes already holds as a link, never as an email attachment. The link opens a page on Rhodes, and only the people you list can get past it: each one confirms their email address with a one-time code before the documents open. The people you share with don't need a Rhodes account.
Who can receive one
- A service provider saved in People, such as Ashgrove CPA. Rhodes lists the provider's saved contacts and domains for you to tick.
- Someone who isn't a provider yet, such as a loan officer at a bank. You give them a name and their addresses, and Rhodes saves them in People as a guest. See Share with Someone Who Isn't a Provider Yet.
- The people you list. Add email addresses, such as dana@ashgrovecpa.com, or a domain, such as @ashgrovecpa.com, for anyone at that firm. A domain covers that exact domain only, not its subdomains.
- Up to 20 entries on one share, with at most 5 of them domains.
Rhodes refuses a few entries. A public email service, such as gmail.com, can't be added as a domain; add the person's own address instead, which is fine. Disposable and open-inbox services are refused completely, because anyone can read those inboxes.
Who can send
Owners and admins can send shares and change them, in the app or in chat. Everyone else in your organization can see the shares and their activity, but not send or change them.
If you've turned on two-factor, sending or changing a share needs the check to be complete for your current session. Rhodes asks for a code if it isn't.
Why a link and not an attachment. An attachment can be forwarded anywhere and can't be taken back. A share can be revoked, it ends on a date you can see, and it records who opened it.