Acquire paperwork sooner from shoppers and stakeholders utilizing a safe hyperlink with out the necessity to log right into a shopper portal. Cover customers can simply ship a safe hyperlink by way of electronic mail the place recipients can open a simplified web page to rapidly add recordsdata. Recordsdata can both be uploaded with a drag-and-drop performance or by navigating the recordsdata on their machine. 

As soon as a file is uploaded, people can have as much as 10 minutes to rename or delete any recordsdata, if desired. A timer icon will point out the time left to make these edits. For safety functions, they won’t be able to preview the file from that display screen. 

Recordsdata uploaded utilizing the safe hyperlink will seem within the file inbox together with a notification inside Cover and an electronic mail indicating {that a} file has been uploaded. As soon as somebody at your agency has authorised and moved the file right into a folder for the desired shopper, the shopper will then have the ability to view the paperwork of their shopper portal.

Cover customers sending a safe hyperlink to add recordsdata also can ship a custom-made message (if desired) and set an expiration date. Safe hyperlink expiration dates could be set as little as 2 days and so long as 2 weeks. Safe hyperlinks to add recordsdata may also be resent, revoked, or edited. A historical past of safe hyperlinks despatched could be seen and managed beneath the Recordsdata tab for every shopper document by clicking the hyperlink icon within the prime proper nook of the web page.

Like Cover’s different options that use safe hyperlink know-how, this replace ought to scale back friction (and time) in amassing the required paperwork for you and your employees to finish your work. This can be a nice choice for shoppers that don’t use a shopper portal, have limitations logging in, or for different stakeholders that should add recordsdata however don’t want or have entry to a selected shopper portal (i.e., bookkeeper, lawyer, and so forth.). 

This know-how doesn’t substitute the shopper portal–which would supply probably the most safe, constant, and branded expertise to your shoppers–nevertheless it does supply further choices so that you can rapidly gather recordsdata from shoppers and stakeholders when wanted.

Out there in Cover for customers with a license to the Doc Administration module.

Take a look at this text to be taught step-by-step directions and additional clarification of this new characteristic launch.