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FairBook Help Center

Learn how to manage your vault, share files securely, upgrade storage, and get answers to common questions.

1. Account Registration & Profile Branding

A. Registering an Account: Go to the homepage and click on "Get Started Free" or "Create New Account". Fill in your details (Name, Email, Password) and submit. Verify your email if prompted.

B. Setting up a Custom Logo: To make the portal look professional to your clients, go to "My Profile" from the dashboard. Upload your company's custom logo. This logo will be displayed to any client who opens your shared links.

C. Updating Business Info: Keep your company name, GST number, and contact details updated in your profile for accurate billing and invoicing.

2. Managing Your Secure Vault & Files

A. Creating Folders: Go to "My Vault". Click the "New Folder" button. Organizing your files into specific folders (e.g., "Invoices 2024", "Client A") makes them easier to manage.

B. Uploading Files: Open any folder and click "Upload File". You can select multiple documents at once. The system supports PDFs, Images, and most standard document formats. Wait for the green success notification.

C. Moving Files: To move a file, click the three dots (options) next to the file name and select "Move". Choose the destination folder and confirm.

3. Secure File Sharing with Clients

A. Generating a Share Link: Find the file you want to share inside your vault. Click the "Share" icon next to it. A unique, highly secure URL will be generated instantly.

B. Client Access: Copy this link and send it to your client via WhatsApp or Email. Note: Your client does NOT need to create a FairBook account to view or download the file.

C. Revoking Access: If you sent the wrong file or want to stop sharing, simply go to your "Shared Files" section and click "Revoke" or delete the link. The client will immediately lose access.

4. Storage Upgrades & Payments

A. Checking Storage Limit: You can always check your real-time storage usage by looking at the "Storage Meter" located at the bottom of the left sidebar.

B. How to Upgrade Storage: Click on the "Upgrade Storage" button. Select a suitable plan (e.g., 500 MB, 1 GB, 3 GB). The system will show you the exact total amount including 18% GST.

C. Making the Payment: Transfer the exact amount to the official FairBook UPI ID displayed on the upgrade page. Note down the Transaction Reference Number (UTR).

D. Submitting the Request: Enter your Transaction ID and upload the payment screenshot in the form. Once our team verifies the payment (usually within 15-30 minutes), your storage limit will automatically increase, and you will see the active plan in your "My Profile" section.