Sharing sensitive documents with a client

Sharing documents and messages from your customer to your business Have clients upload identity documents to you as part of Know Your Customer (KYC) compliance

Secure client document and message sharing Uploading client identity documents as part of KYC

When your customer or client needs to share documents to you securely their options are limited. If they and you share the same email encryption, then this can be the choice but that is rarely the case.

Dropvault allows your customer or your team to share messages or documents securely with a client or contact in security and privacy.

For financial services, compliance regulations require you to verify the identity as part know your customer (KYC) compliance, but lack of face to face contact makes this more difficult. Dropvault can make this simple by allowing your customer to share private documents with you securely.

Dropvault can make this simple by allowing your customer to share private documents with you securely.

Guests and contacts

How does it work?

Add your contact, generate a pin number and share this pin with your customer. Then simply add a messages to the contact channel and we will send them a notification email with a link. They just click the link and enter their pin number to access the channel.

Sharing documents and messages securely

Your customer can upload any number of documents to the channel and also update them at a later date. Every document and message is encrypted and secured with an encryption key unique to that customer.

Guests and contacts

More than just documents

Every channel is conversational and bi-directional. Share documents or multiple conversations between the customer and your team.

Your customer can re-use the same channel for further uploads or messages.

Compliance and history keeping

For compliance we retain all conversations and documents in the channel and this is always available to either the customer or to your team.

Compliance
Guests and contacts

How does it work

Add your contact, generate a pin number and share this pin with your customer. Then simply add a messages to the contact channel and we will send them a notification email with a link. They just click the link and enter their pin number to access the channel.

Start inviting team and contacts

Sharing documents and messages securely

Your customer can upload any number of documents to the channel and also update them at a later date. Every document and message is encrypted and secured with an encryption key unique to that customer.

Guests and contacts

More that just documents

Every channel is conversational and bi-directional. Share documents or multiple conversations between the customer and your team.

Your customer can re-use the same channel for further uploads or messages.

Compliance

Compliance and history keeping

For compliance we retain all conversations and documents in the channel and this is always available to either the customer or to your team.

See Dropvault in action

Just great collaboration and document sharing that's completely secure