ParaplanningSecure capture

Secure send-only page

One-time setup

Activate this device

Enter the setup code provided by Stevie. Once activated, this device can send messages without signing into the Paraplanner Terminal.

Setup codeThe code can be used only for the approved sender and device. Name this deviceFor example, “Adviser phone” or “Office PC”.

This is not a login.The page cannot show clients, cases, tasks, documents, transcripts or previous messages.

Send to Stevie

What would you like to send?

Choose the easiest option. You will receive a simple receipt when it arrives.

Device ready

Recording00:00

✓

Voice message ready0 seconds

Your browser will ask for microphone permission when you start. The recording stays on this device until you press Send. Maximum length: 30 minutes.

Your message0 / 10,000 characters

Choose a filePDF, Word, JPG, PNG or text · maximum 50 MB

✓

Client or case reference optionalThis is a hint for Stevie, not an automatic client or case match.

Sending creates an immutable inbox item only. It does not create a task, change a client record or approve any action.

●

Private and send-onlyThis page can submit new information and show the receipt for that submission. It cannot read anything from the Terminal.

✓

Received

Your message has arrived

Stevie can now review the original message in the protected Capture Inbox.

Received
Receipt

The receipt confirms delivery only. It does not mean a task or client record has been created.

Encrypted in transit · 50 MB limitNo Terminal access