PreVeil Self-Onboarding Video and Accompanying Notes

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PreVeil Onboarding Video - YouTube

Onboarding Video Notes

Table of Contents

Introduction and Software Installation

Key Message: Overview of onboarding steps—installation, organization creation, user management, device management, sharing, encryption, personal settings, and support.

Action:

1. Visit PreVeil Create Account.

2. Agree to terms and select "Download for Windows" (or Mac, if applicable).

3. Run the installer, accept terms, and complete installation.

4. Close the browser and launch PreVeil via the desktop icon.

Creating and Setting Up Your Organization

Key Message: Guide to creating your organization and logging in.

Action:

1. Open PreVeil after installation.

2. Select "Create Organization" to begin the setup.

3. Choose a name for your organization and proceed with the account creation process.

4. Log in to your PreVeil account using your credentials.

Navigating the PreVeil Dashboard

Key Message: Introduction to the main dashboard, highlighting key features and navigation.

Action:

1. Explore the home screen after logging in.

2. Notice the "My PreVeil" section and various other options for managing data, folders, and sharing.

3. Familiarize yourself with the location of key features like "Share," "Upload," "Mail," and "Settings."

Creating a Folder and Uploading Files

Key Message: Learn how to create a folder and upload files into PreVeil.

Action:

1. Select "Create Folder" to organize your files.

2. Click "Upload" to add files from your local device to the cloud.

3. Use the "Upload" button to select a file from your desktop and confirm by clicking "Open."

Folder Encryption and Access Control

Key Message: Folder encryption and access control via permissions (Read Only, Edit, etc.).

Action:

1. Select the ellipsis next to your folder → "Details."

2. Set permissions (Read Only, Edit, or View Only) based on the recipient's role.

3. Set an expiration date for access (optional).

4. Share the folder with selected users and monitor their permissions.

Sharing Folders and Managing Permissions

Key Message: Share folders with users and understand different user permissions (Read Only, Edit, Share).

Action:

1. Click on "Share" and enter the recipient's email.

2. Add more users as necessary.

3. Assign the correct permission level for each user (Read Only, Edit, Edit & Share).

4. Confirm users and share the folder.

5. Review permissions and expiration dates.

Managing Users and Revoking Access

Key Message: Manage users, revoke access, and edit permissions for shared folders.

Action:

1. If necessary, remove users by selecting the "X" next to their name.

2. To edit permissions, select the drop-down for each user and adjust accordingly.

3. Change or remove user permissions or set expiration dates for access.

Data Management and Version History

Key Message: Understand file version control and how to manage uploaded files.

Action:

1. Navigate to "Details" for any uploaded file.

2. View file version history to track changes.

3. Revert to a previous version if needed.

4. Restore deleted files from your trash.

Sending and Receiving Secure Emails

Key Message: Learn how to send secure emails, accept/reject shared data, and manage inbox.

Action:

1. Compose an email by selecting the "Compose" button.

2. Enter the recipient's email address.

3. Attach any files to the email.

4. Manage your inbox: review emails and select to accept or reject data shared with you.

5. Use the "Send" button to send your email securely.

Integrating PreVeil with Outlook and Gmail

Key Message: Integrate PreVeil with Outlook or Gmail to send secure messages.

Action:

1. To integrate with Outlook, click "Add PreVeil to Outlook" and follow installation prompts.

2. For Gmail, install the PreVeil Chrome extension by going to the Chrome Web Store.

3. Once installed, use the encrypted mailbox to send secure messages.

Personal Settings and Profile Management

Key Message: Customize your PreVeil account settings.

Action:

1. Click on your account icon in the upper right-hand corner.

2. Access your personal settings, such as email address and profile information.

3. Add an email signature if needed.

4. Set up recovery options under "Approvals."

Device Management and Adding Devices

Key Message: Add and manage devices connected to your PreVeil account.

Action:

1. Install PreVeil on a new device (Windows, Mac, iOS, Android).

2. Open PreVeil and select "Add Existing Account."

3. Transfer your private key using a security code from your primary device.

4. Verify a new device is added and listed in the device management section.

Account Recovery and Backup Options

Key Message: Set up account recovery methods and create a backup file for account restoration.

Action:

1. Go to "Recovery Group" to see members who can help recover your account.

2. In "Recovery Code," create a backup recovery file by setting a password.

3. Save the file securely.

4. Use this file to recover your account on a new device if needed.

Technical Support and Assistance

Key Message: Access help resources and support for troubleshooting.

Action:

1. Click the "Help Center" icon to access PreVeil’s support portal.

2. Search for articles or FAQs related to your issue.

3. If needed, submit a support ticket with a description of your issue and log details.

Key Menu and Diagnostics

Key Message: Use PreVeil's key menu for diagnostics and to manage services.

Action:

1. Click on the system tray icon to open the key menu.

2. Use the diagnostics feature to run a self-scan of the PreVeil services.

3. Export logs if you need to send them to PreVeil’s support team for troubleshooting.

Closing and Final Remarks

Key Message: Further support options.

Action:

1. Contact PreVeil Support at any time via the support portal or by email for help.

2. Review the tutorial materials to ensure you are set up and comfortable using PreVeil.

3. Complete the tutorial and reach out if you need further assistance.