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PHI Uploader setup guides

Short operational steps for account security, healthcare or general use, Drive delivery, and your first test request.

Account security

Set up your sign-in code

  1. Install or open an authenticator app or password manager that can save one-time codes.
  2. Sign in to PHI Uploader and open Account > Security.
  3. Verify your email if prompted.
  4. Choose Set up under Authenticator code.
  5. Scan the QR code, or enter the manual setup key.
  6. Type the 6-digit code from the authenticator and choose Verify.

No authenticator app yet

  1. Contact the PHI Uploader platform admin during onboarding.
  2. A platform admin can grant a 24-hour temporary email-code fallback.
  3. Open Account > Security, send the inbox code, and verify it.
  4. Install an authenticator before the temporary exception expires.

Choose workspace use and complete any required BAA

  1. Open Account > Organization.
  2. An organization owner chooses Healthcare / PHI or General use / no PHI and confirms how the workspace will be used.
  3. General use does not require a BAA. Do not collect PHI in that mode; switch to healthcare use and complete the required setup first.
  4. For healthcare use, have an authorized owner sign the current PHI Uploader BAA and confirm the required Google Workspace coverage.
  5. Confirm responsibility for the Drive destination and complete the remaining setup steps. Self-service activation runs automatically before checkout.

Connect Google Drive

  1. Open Account > Integrations.
  2. Confirm your destination responsibilities, then connect your Google account. Personal accounts can be used for non-PHI workflows.
  3. Choose or create the destination folder for secure intake submissions.
  4. Confirm the folder appears in Account > Delivery.

Run your first non-PHI test request

  1. Save a form during setup. Document requests become available after setup validation and any required membership activation.
  2. Create a request using test names and test files only.
  3. Copy the request link and access code separately, then submit the public request link yourself.
  4. Confirm the PDF and clean files arrive in Drive.
  5. Confirm raw answers show as purged in request detail.