Sharing sensitive documents with a client

Sharing documents and messages from your customer to your business Upload sensitive identity documents securely

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 customers to share documents or messages with you, or your team to share with any customer.

For financial services, compliance regulations such as GDPR and property management all require you to verify the identity your clients, but lack of face to face contact makes this more difficult. Dropvault can make this simple by allowing your clients to share sensitive identity 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 message to the channel and we will send them a notification email with a link. Your client just clicks the link and enters 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. Everything added to the channel by you or your client is automatically encrypted and secured.

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.

Identity documents are retained for many years and whether it's 1 year or 10 years, they will always remain encrypted and secure if stored in a Dropvault channel.

Compliance
Email directly into a channel

Email Documents directly into Dropvault

Instead of using our web portal your clients can email documents directly into your channel. Each channel has a unique email address which you provide to your client.

We will carry out security checks, verify the sender and domain, and then encrypt and store the message and documents in your channel. Oh, and then send you a notification.

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 message to the 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. Everything added to the channel by you or your client is automatically encrypted and secured.

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.

Identity documents are retained for many years and whether it's 1 year or 10 years, they will always remain encrypted and secure.

Email directly into a channel

Email Documents directly into Dropvault

Instead of using our web portal your clients can email documents directly into your channel. Each channel has a unique email address which you provide to your client.

We will carry out security checks, verify the sender and domain, and then encrypt and store the message and documents in your channel. Oh, and then send you a notification.

See Dropvault in action

Just great collaboration and document sharing that's completely secure