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Changes to how PIN codes work

This is an important update that you should read if you were using PIN codes before May 24, 2023.

The way PIN codes work changed on May 24, with the goal of making Content Snare more secure. Some action may be required on your end. 

Here’s what you need to know.  

If you enable PIN access, clients will set their PIN the first time they access their request. It will no longer be generated automatically.

For the most part, this will work seamlessly without intervention from you.

  1. Existing requests stay the same. The current PIN will continue to work
  2. New requests will ask clients to set their PIN

When a client sets their PIN, it will apply to their entire account. All their future requests will use the same PIN.

What you need to do

You only need to take action if you have modified the default reminder emails or SMS. 

If you are using the default emails, without any modification, we will automatically update them to the new wording.

In emails, there is a placeholder for the PIN code, it looks like this:

Instead of a PIN code, new requests will say “The pincode will be set by you when you first access the request”.

If you do nothing, these emails will still work, but the wording may sound off, depending on how you have used this placeholder. 

The easiest way to fix this is to simply delete any references to the PIN. It will be clear to your client the first time how to set their PIN. However you may wish to add wording like “The first time you access your request, you will be asked to set a PIN”.

Updated on May 23, 2023

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