Getting started
Start here for account setup, sign-in, client invitations, domains and file transfers.
- How to create a Tarkle accountCreate a Tarkle account with your name and email, then confirm it with the 6-digit code Tarkle emails you.
- How to invite your first client to the client portalAdd a client contact, turn on portal access, and send the invite so the client can sign in to the portal.
- How to password protect and set an expiry on a file transferAdd a password and an expiry date to a file transfer, then pause or enable it from the transfer menu.
- How to sign in to TarkleSign in with your email and a 6-digit code, with no password to type, and what to do if the code does not arrive.
- How to use a custom domain for your file sharing linksConnect a subdomain you own, add the DNS records Tarkle shows you, and open your links on your own address.
- Recipients in Tarkle: what they need and what happens when you sendRecipients need no Tarkle account, and this page shows what they receive and how many people one send reaches.
- What is a Tarkle workspace?A workspace holds your files, contacts, branding and members, and your organization's plan sets how many you can have.
- What is the difference between a Tarkle account and a workspace?Your account is your personal login, and a workspace holds your files, sharing, branding and team.