At a glance

The short version. Each line links to the part of this page that explains it.

The upload scan

See every state a file can show

Every upload, and every new version, is scanned for threats before it is processed.

  • A blocked file is never processed

    The version shows Blocked by the scan and Not processed. Retry and Reindex do not appear, and the server refuses a retry of an unsafe file. The way forward is a new version.

  • A failed scan is not a pass

    Scan failed is its own state, and the page says the scan could not check the file. Some failed scans are tried again automatically, and an Org Admin can retry.

  • The state is always on screen

    The document page and the version page both show the scan state in words.

  • A blocked version does not hide the problem

    A new version is current as soon as it is saved. If its scan then blocks it, the earlier version does not become current again, and the page shows the problem until another version is uploaded.

  • Type and size are checked twice

    The upload form checks the file type and size on the device, and the server checks every file again. ZIP files are refused.

Three ways a scan can end

Each is its own state, and the version page names it in words.

Who can reach a file

Compare the roles

Hidden buttons are a convenience. The server decides.

Every request is checked

The server checks each request against the person's role in that workspace, and against the document's owner where ownership matters.

Workspaces are separate

An organization's documents are for the members of its workspace. Deactivating a membership removes that access, and reactivating it restores it.

Members read, they do not change

Uploading is for Org Admins and Document Managers. Adding a version or sharing one is for an Org Admin or the Document Manager who owns the document.

Clients and vendors see only shared versions

A Portal User reaches a document only through an active link to their company and a share of that exact version.

The operator area holds no documents

The Peaplexa team sets up organizations and sends invitations from a separate operator area, which has no document workspace.

People join by invitation

Invitations come from the Peaplexa team, last 72 hours and can be revoked. Once a staff invitation is accepted, an Org Admin gives the account its role in the workspace.

Requests are rate limited

By default each user can make 100 requests per 60 seconds.

Sign-in and sessions

Staff and client and vendor contacts sign in with an email and a password. This is where their session lives, and how it ends.

Where the tokens live

The access token stays in page memory. The refresh token sits in an HttpOnly cookie.

In your browser

  • Page memoryAccess token
  • localStorage and sessionStorageNo tokens
Peaplexa API The only address the app sends requests to.
  • Signing out reaches every tab

    Signing out in one tab signs out every tab, and Sign out on all devices is in the account menu.

  • Account links work once

    Invitation, password reset and email confirmation links work once.

  • One answer to Forgot password

    Forgot password answers the same whether or not the account exists.

  • Sign-in returns you to Peaplexa

    After sign-in, the app only returns you to a Peaplexa page.

Connected App credentials Coming soon

How Connected Apps will work

How your own products will connect, and how far their access reaches.

  • A secret is shown once

    Registering an app shows its client ID and a secret one time, and the screen clears the secret when you close it. It belongs in your backend's secret store.

  • Rotation in three steps

    Up to two secrets can be active. Issue a replacement, switch your backend, then revoke the old one. Revoking cuts off the tokens it issued at once.

  • Short-lived tokens

    An app's access token lasts one hour. A viewer token lasts 30 minutes, covers one version, and access is checked again on every request for the PDF.

  • Each app stays in its own lane

    An app's credentials reach only its own libraries, members and documents. Disabling the app or suspending the organization blocks its access.

  • People see only their grants

    Search and viewing on behalf of a person return only what that person is granted, directly or through a group.

Two secrets, one switch

Up to two secrets can be active, so your backend can switch before the old one is revoked.

How long a token lasts

What this page leaves out

Ask a security question

You will not find certifications, encryption details, hosting regions or uptime figures here. A statement goes on this page only when it is true of the product today. If your review needs answers on those topics, ask us.

See a file go through Peaplexa

Tell us about the documents you keep and who needs them. We will walk you through an upload, its scan, its versions and who can open it.