> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/secure-files/what-your-client-sees.md). # What Your Client Sees The client's experience of opening a secure link, step by step. The secure page carries your firm's name, logo and colours, and works on a phone or a computer. The client doesn't need to create an account or remember a password.

The client opens the email, gets a code by email, enters it, downloads the document and sends two files back — All names and the firm shown are examples.

## 1. The email An email from your firm with your message and an **Open secure link** button. The link is theirs alone: anyone else who opens it can't get past the code step, because the code goes to their mobile or email.

The secure link email with the adviser's message and an Open secure link button — All names and the firm shown are examples.

## 2. Confirming it's them The page greets them by first name, shows who shared it, and asks where to send their 6-digit code. The destination is partly hidden: * **Email**, shown like *a•••@example.com* * **Text message**, shown like *the mobile ending 343* Only the options you have details for are shown. They click **Send code**, enter the 6 digits (pasting works) and click **Continue**.

Hi Alex, let's confirm it's you: choose Email or Text message, then Send code — All names and the firm shown are examples.

* A wrong code shows how many tries are left. After 5 wrong tries they need a new code. * **Send again** is available after 30 seconds, and they can switch to the other method. * Email codes expire after 10 minutes. * **Remember this device for 7 days** is ticked by default, so they won't be asked for a code again on that device for a week. ## 3. Their documents * **Your message** at the top, with who sent it and how long the page is available. * **To download**: everything you sent, each with a **Download** button. * **Send files to *****your firm***, if you let them send files back: they drag files in or click **Choose files** (on a phone, **Take a photo or choose files**), up to 100 MB each. Each file shows a progress bar, then a tick with the time it was sent. If you only sent files, there's no send-back box. If you only asked for documents, they see just the send-back box.

Your documents: the adviser's message, a document to download, and two super statements sent back — All names and the firm shown are examples.

On a phone the same page stacks into one column.

## 4. After they send files Their files stay listed as sent. They don't see whether you kept them or marked them not needed, so if you need something else, ask them. ## When the link stops working After the expiry date, or if you stop access, the page says the link is no longer active and asks them to contact you. Nothing is shown.