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PasserJack help

Share one item with the right audience

Use a QR code when the other person has a phone in front of your screen. Use a share link when you need a different expiry or a specific audience.

A quick handoff with a QR code

  1. Open the saved item’s action menu and choose Show QR for handoff.
  2. Let the other person scan the code with their phone camera and open the link.

For an ordinary Board item, anyone with the code or link can open that item without signing in. The link opens once. It expires after 5 minutes. Someone can forward the link before it is opened.

A Vault QR code opens the Vault on the other device. Sign-in and Vault access are still required; the QR code does not unlock it. This link also opens once and expires after 5 minutes.

For your own signed-in devices, you can simply open the same board. You do not need to make a public handoff. See moving content between your devices.

Collect answers to a form

A share link can save the answers that people type into a form. A form is an attachment of the item: an HTML file, a Markdown file with fields, or a fillable PDF. An item can hold more than one form, for example one form for each team or section. The link shows each form with its own bar, and the answers to each form are saved separately. On a link that anyone can fill in, a named HTML or Markdown part is also a form. Give each field a name, so its answers stay matched to it when you edit the file.

  1. Choose Share with a link from the item’s action menu.
  2. For people who must not sign in, choose Anyone with the link fills in the form. Type a label, for example a customer name. This needs a paid plan.
  3. For people who sign in, choose trusted contacts, specific people or a domain. Then set Form responses to Collect or Collaborate.
  4. Create the link and send it yourself. PasserJack does not email a link that anyone can fill in.

A link that anyone can fill in keeps one copy of the answers. Everyone who has that link sees and changes the same copy, so make one link for each person or group. A team can use one link at the same time: each person sees the changes of the others while they type, with no reload, and the field that a person is in does not change under them. A text box that another person is typing in shows Someone else is typing and is locked until they leave it. Opening the link changes nothing, so an email scanner that opens it first does no harm. A person who has the link can also stop its answers from saving for a short time, so keep each link private, and revoke a link if you think that other people have it.

With Collect, each signed-in person fills in a private copy. With Collaborate, everyone on the link edits one copy and sees who changed what. A public link saves no answers for you: the reader’s browser keeps a draft for itself only.

By default, answers save automatically while people type. The bar above the form shows Saving... and then a green Saved with the time, for example Saved 5:36 PM. If a save fails, the bar says so and tries again.

A form can also wait for Save. Put <meta name="passerjack-save" content="manual"> in the head of the form page. The answers then stay in the browser of each person until that person presses Save above the form. A reload keeps them for up to 30 days, and signing out removes them. The bar tells each person which way the form saves. This works on a link that collects answers (anyone can fill in, Collect or Collaborate) and on your own board. On a public link, the browser of each person keeps its own draft, which saves as they type, with no Save button. When a page has forms that save in both ways, the notice above the forms says that each form saves as it says.

To read the answers, open the item, go to the form, and open its Responses view. Each form has its own Responses view. Each link and each person has a tab, and you can download the answers to each form as a CSV file. An agent connected to your account reads them with read_form. Revoke the link to stop new answers; the saved answers stay.

Word, Excel and PowerPoint files are not forms. People can view or download them, but they cannot type into them. To collect answers, make the form as an HTML file or a fillable PDF. Before you create a link, open the form in the item preview: its bar shows how many fields the form saves.

Each change to an answer is recorded. The record has the time, the new and the old answer, and who made the change. A person who is signed in is recorded by their account. A person who is not signed in can type a name in the Your name (optional) box. That name shows with (not verified), because nobody checks it. Without a name, the person shows as Visitor and four characters that stay the same for their browser.

To make people say who they are before they fill in the form, set Ask who is filling it in to Name or Name and email when you create a link that anyone can fill in. The link then shows a short card above the form. The form does not save until the person types their name, and their email address if you asked for it. Their browser keeps the name for that link for up to 30 days and keeps the email address only until the tab closes. A new tab asks again, with the name already in the box, so on a shared computer the next person is always asked. Nobody checks the name or the email address. The name shows with (not verified). Only you see the email address, in Responses and in the edit log. A person who is signed in is recorded by their account and is not asked.

Each change through a share link also records the network address and the browser of the person who made it. The share page tells people this above the form: This form saves your answers as you type. It also records the time, your network address and your browser with each change, and the owner can see them. On a form that waits for Save, the first sentence says that the form saves the answers when the person presses Save. Only you, the owner of the form, see the network address and the browser.

To see the record, open Responses, select a tab, and select the history button beside a field. Select Download edit log (CSV) to get one row for each change to every copy. People who have a link that anyone can fill in can also see the history of each field in the Fields panel under the form, and can put an earlier answer back. They do not see network addresses or browsers.

Report or block a sender

Content reaches you only when somebody addresses it to you. On something that was shared with you, in Received or on the shared page, use these two controls.

  • Report sends a report to PasserJack. Choose a reason and add a note if you want to. The sender does not see the report. It stays in Support & feedback, and the answer arrives there.
  • Block this sender stops everything from that sender: mail, notifications and new shares. What they already shared is hidden. They are not told.

Settings, then Sharing, lists each sender you blocked. Unblock brings back what the block hid.

Vault sharing has separate choices

A Vault one-click share link carries the decryption key in the link. Anyone with the complete link can read the shared content while the link is valid. The ordinary restricted-audience chooser is unavailable for these links.

For authenticated access, use the Vault item’s Share with people action and follow its recipient and access setup. Do not substitute a one-click link for recipient verification.

A share with a person stays live: anything you add later that matches what you shared is shared too, until you turn it off. Sharing your whole board asks you to type a phrase first, so it never happens by accident. While it is shared, the Sharing icon in the header carries an amber dot and its menu says with how many people, and you get an email the moment it happens, so a share you did not make cannot go unnoticed.

Vault titles, filenames and other metadata are not encrypted. Read the security details before choosing where to save sensitive information.

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