SecurelyReceive and ProcessFiles at Scale
Offer a variety of ways for customers and partners to send you files.More about the ways files can be sent
- Direct upload
- Email attachments
- Share files from iOS and Android
- Send links (ImportFeed extracts sent links automatically)
Communicate with clients
Let clients check the status and add information about their files.
- A personal dashboard for clients
- Clients can receive status updates on their files
- Clients can add information about their files
- Multiple language support
Find your files with intelligent search.
- Filter files by name, date, or sender
- Search by the customized metadata that you've defined
- View attachments of specific incoming emails
- Complete access to the details sent with the files
Process files faster while preventing confusion.
- Add fields to fit your specific workflow
- Colors will help you keep track
- Add comment for team members and clients
- Tag and filter to divide work between team members
Secure your files
Protect your customers' files and control access.More about our security
- Clients access their files only
- Only listed clients can send on their behalf
- Allow or suspend the access of a client or team member
- Control what information is visible to your clients
One-click to view and edit documents and images.
- Read, view, zoom, rotate, and crop images
- Open, merge, or split PDF documents
- Download single or groups of files
- File versions are saved as you make changes
Store your files
Choose where you'd like your files to be automatically stored.
- Use your existing cloud storage
- Set target folders based on sender, date, or filename
- Export only files you've successfully processed
Keep track of different versions of your work.
- Restore accidentally deleted files
- View older versions of files
- Set retention policies
Looking for more information?