Less time chasing paperwork
One link replaces the back-and-forth over attachments. Customers open it on their phone with no app or password, read your instructions first and upload. A missed page goes on the same link.
Secure document collection
Collect customer documents without email attachments. Private and tracked.
Send one secure link per request. Customers upload photos and PDFs from their phone, with no app, account or password. Files, status and the activity log stay together on one private request.
- AES-256 encryption at rest
- Hosted on Microsoft Azure
- Cloudflare DDoS protection
0apps, accounts or passwords for your customer
1 linkper request, open for missing pages until it expires
Upload onlycustomers can never open or download files
24 hoursof warning to your team before a link expires
Outcomes
Faster intake, less exposure and a record of every request
Driver's licenses, insurance cards, pay stubs and signed forms usually arrive as scattered attachments. That slows intake and leaves sensitive files sitting in personal inboxes, phones and chat apps.
Sensitive files stay out of email
Files land on one private request instead of personal inboxes. Links use random tokens that cannot practically be guessed, expire on a set date and can be voided if sent to the wrong person.
Know where every request stands
The dashboard counts active links, links awaiting upload and links expiring soon. Each request keeps an activity log: created, opened, files received and any void, with who did it.
How it works
Three steps from request to reviewed files
Your team creates the request and reviews the files. Your customer taps a link and uploads.
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1
Create the request
Add a title, the customer's name and a note saying exactly what you need, or start from a saved template. EasyDocs creates a secure link for you to copy.
- Save common notes as templates
- A secure link, ready to copy
- Paste the link into email, text or chat
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2
The customer uploads from their phone
They tap the link and see your instructions first. They take a photo or choose a file, and each one is checked off as it arrives.
- No app, no account, no password
- PDFs and images up to 20 MB each
- Upload more on the same link until it expires
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3
Your team reviews and downloads
Files appear on the request with thumbnails and a preview. The dashboard shows each request's status, and the activity log records when the link was opened and each file received.
- Preview each file before you download it
- Download one file or all at once
- An activity log on every request
Everything you expect
The essentials buyers check first
Buyers compare these basics across client portals and file request tools. Each one is built into EasyDocs.
- No-login phone uploadCustomers open the link in their phone browser. No app, account or password.
- Random, expiring linksNon-sequential tokens. Links expire on a set date. Your team gets 24 hours' notice.
- Void a link instantlySwitch a link off the moment it goes to the wrong person.
- Upload-only customer accessCustomers can send files but never open or download them.
- Request status dashboardSee every request’s status at a glance, and what is still awaiting upload.
- Activity log per requestLink created, opened, each file received and voided, with who did it.
- Instructions and templatesYour note opens first for the customer. Save common notes as templates.
- Preview and bulk downloadThumbnails and a preview of each file. Download one file, or all of them at once.
- File type and size checksPDFs and common image formats only, up to 20 MB per file.
- TLS and AES-256 encryptionHTTPS with TLS in transit. AES-256 at rest in Azure Blob Storage.
- Private by defaultOnly the requester and authorized admins see the files.
- Send through any channelCopy the link into email, text or the tool you already use.
What sets EasyDocs apart
Where EasyDocs goes further than a basic file request tool
Each feature below answers a question your compliance, security or operations lead is likely to ask.
A voided link shows no customer details
Link sent to the wrong person? Void it. Whoever opens it next sees only that the link is no longer active: no name and no request details.
Why it mattersShut off a misdirected link in seconds, with a record of who acted.
Customers see a receipt of what arrived
Reopening the link shows the customer the file names, sizes and arrival times. They cannot open or download any of it. Only the requester and admins can.
Why it mattersCustomers confirm delivery without calling your team. The link cannot retrieve files.
No public links to customer files
Storage is closed to public access, so no file sits behind a public link. Files come out only through the application, after an access check.
Why it mattersEvery download is checked against who is allowed to see the file.
No customer passwords to store or leak
Customers never get accounts, so there are no customer passwords to store, reset or leak. The link is the only way in, and it expires on a set date.
Why it mattersFewer credentials for your security team to protect and review.
Files stay with the person who asked
Only the requester and admins see the files. Signed-in staff are blocked from the customer upload page, so each side sees only its own view.
Why it mattersA smaller circle of people with access to each customer file.
Request documents from inside a text thread
With EasyEngage, staff click Request documents in a customer's text thread. A card shows the status, with Open in EasyDocs and Download all (.zip). Staff without EasyDocs accounts are blocked and logged.
Why it mattersYour team requests, tracks and downloads documents without leaving the text thread.
Security and compliance
The controls your security review will ask about
How EasyDocs protects IDs, pay stubs and insurance cards, from the link your customer opens to the file your team downloads.
- AES-256 at rest
- TLS in transit
- Microsoft Azure
- Cloudflare DDoS protection
- PII and HIPAA standards
We walk your security and compliance team through these controls during the evaluation.
Random, non-sequential linksEach link carries a random token that cannot practically be guessed, and stops working on its expiry date.
Strict role separationSigned-in staff are blocked from the customer upload page, so each side sees only its own view.
No public file linksStorage is closed to public access. Files come out only through EasyDocs, after an access check.
Encrypted in transit and at restEvery connection uses HTTPS with TLS, and files are encrypted with AES-256 in Azure Blob Storage.
Hosted on Microsoft AzureAzure hosting, with Cloudflare in front of inbound traffic for DDoS protection.
Built to PII data management and HIPAA standardsDesigned for personal information and protected health information.
Who it is for
Built for teams that collect sensitive documents every day
Statements, IDs and tax forms
Replace emailed statements, screenshots and tax forms with a tracked link per request. Files stay private to the team member who sent it and authorized admins by default.
Vehicle photos, IDs and declarations pages
Agents text a link, and customers send driver's licenses, ID cards and photos of each side of the car.
Insurance cards, IDs and intake forms
Patients send what the front desk needs from their phone before the visit. Files skip staff inboxes. Built to PII data management and HIPAA standards.
IDs and onboarding documents
New hires send IDs and onboarding documents from their phone through one secure link instead of email attachments.
What does our customer need to upload documents?
Only the link. It opens in their phone browser with no app, account or password. Your instructions appear first. They take a photo or choose files: PDFs and common image formats, up to 20 MB each.
Who can see the documents?
By default, only the team member who sent the request and authorized admins. Customers can see the names of files they sent, but they can never open or download them.
What happens if a link goes to the wrong person?
Void it. The link stops working at once, and anyone who opens it sees nothing about who it was for or what was asked. The void is recorded in the activity log with the name of the person who did it, and it cannot be undone.
What happens when a link expires?
Each request shows the date its link expires. When it expires, the link stops working by itself. The team member who sent it gets an email 24 hours before, in time to follow up. Until then, the customer can keep adding files on the same link.
How is the data protected?
HTTPS with TLS in transit and AES-256 at rest in Azure Blob Storage. EasyDocs is hosted on Microsoft Azure behind Cloudflare DDoS protection. Files are reachable only through the application after an access check. The platform is built to PII data management and HIPAA standards.
How does EasyDocs fit the tools we already use?
Your team pastes the link into the email, text or chat tool you use today, so the request comes from a sender the customer already knows. Staff download files one at a time or all at once and file them in your system of record. With EasyEngage, they can request documents from inside a text conversation.
How do you support our security and compliance review?
We walk your security and compliance team through link security, encryption, hosting, staff sign-in, access control, logging and file retention during the evaluation.
Book a demo
Try the customer side on your own phone
Book a short demo. We will send you a real request to try, then walk your team through the dashboard, the activity log and the controls.
- Upload as your customer would
- Security walkthrough for your review team
- A reply within one business day
Thanks, we have your request
We will be in touch within one business day to set up your EasyDocs demo.