Understand Your Customers' File Sending Experience
Receiving your invitation
Once you’ve invited your customers to securely share files, they will receive an email invitation:
Your customers can securely send files using their preferred method:
- A dedicated email address to send files to
- Their personal Customer Portal
A dedicated email address
Using their dedicated email address, your customers can
- Foward emails with attachments
- Share files from iOS and Android
- Automatically forward recurring documents
Only customers you’ve invited can send files via their dedicated email addresses.
A personal Customer Portal
After choosing to accept your invitation, your customers set a secure password and are sent directly to their personal dashboard:
With a few clicks, your customers use their dashboard to:
- Quickly upload files
- Access their uploaded files
- Get your status updates
- Add information about their files
Using their settings menu, customers can
- Change their password
- Change their display language
Customize your customers' experience
Learn how to exchange information with your customers using Fields.
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