Protecting your customer or employee uploads & conversations

When you need more than just a secure file sharing app

Protecting and securing your customer and employee document uploads and sensitive conversations is not just a necessity but also a requirement for many businesses. Asking your contacts or employees to upload sensitive documents or sending messages with sensitive content using insecure email will not protect or secure this sensitive data. Our Portals offer an business more than just a secure file share - They are a private space to share and discuss with a client or an employee, where you can share not just documents, but conversations, tasks and even e-signatures - All in one place and accessible to your team or contact at any time.

How our portals are used

Financial services/Identity Documents Legal Communications Accountants/Tax Returns Medical Document upload Real Estate/Mortgage applications Property Rentals NDA Exchange Car Purchase/Sales Sharing Passwords GDPR SAR Requests HR/Employee Discussions High Net worth clients Schools/Colleges

Why Dropvault Portals?

Want to see why so many organizations choose Dropvault portals and why they are one of the best and most private?

The portals are so simple to use we can just share with a new contact with no training or introduction - And working in secure portals takes away the stress that comes with email - No malware risk or fake email addresses and it reassures both the client and the team that data is secure and protected and the content can be trusted. It allows teams to focus on their job and working with clients and be more productive. And our insurance broker is happier!

John Reed, Alchamey

Privacy & Security

Encryption built into the app
Privacy by design - Only your contact and your team can access or view
Secure by default. Encryption on every message or document.
Dropvault has no access to your content
MFA, SSO, Trusted Locations, Security posture and more all providing the best in security

Flexibility

Share messages or documents with your clients or employees
Share in either direction at any time. Your team can share to a contact or employee, or your contact can share into your team - All in the same portal
Access with link and pin, pin less, or using a My Portal page
Dropvault is a web app - Nothing for your team or contacts to install

Productivity

Built for teams - No CC'ing or forwarding of any message
Tasks, reminders and calendar built in so your team can manage sharing without the need for multiple apps or solutions
Discussions and documents stay in the one place so easy for your team to catch up on any sharing or discussions.
Each portal is a history of all document sharing, conversations or uploads - all in one place.

Conversational

Secure messaging as well as documents - No need to use two different apps
Reply or add a comment to any existing conversation
Share messages with sensitive content without documents
No need to share documents in one app and discussions in email.

The most secure, ransomware safe and flexible portals anywhere

Upload files securely from any contact or employee

Need to have a contact upload a document securely? Our encrypted portals provide a secure space for your contacts or employees to upload or share documents with you - And their portal is available 24/7 without your team needing to share a link first.

Ransomware safe - 90% of documents uploaded via a portal are reviewed & verified but remain in the portal and are never saved to your servers. This makes them safe from any ransomware attack.

Upload files securely
Guests and contacts

Conversations, Discussions & Messages

Our portals are more than just documents. They are conversational so you can share a discussion or a message with your contact - And they can reply and share back to your team all in the same portal.

Conversational portals mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message and it keeps your discussions in the same place as your documents so context is maintained.

Share passwords and links that auto expire

Share passwords and other sensitive messages that auto delete after a set time - Choose any message or document, then set any time or date to auto expire the content so that this sensitive data doesn't remain in a portal long term.

Shared and Private messages

By default any message, conversation or documents is always shared with your team - but there are times when you need to send or receive a private message or document from your contacts.

Just select any contact from the contact manager, choose Private Message and share something. This message or document will only be accessible by you or the contact - Your team will have no visibility or access.

Pin or Pin-less and "My Portal" access

Your contacts can access their portal using an expiring magic password-less link, a link with a password or sign in with their external authentication provider of choice.

And you can add a "My Portal" link to your web site or email signature so your contacts can sign in at any time without a link.

Capture e-signataures

E-Signatures

Request a sign off or e-signature from your customers - Just choose any discussion, task or document and request a signature. We will ask your contact to accept and record their signature using any touch device. And not just documents - Discuss with your contact or employee and request a signature on the entire conversation.

No more having to use a second app to manage your signatures and everything it stored securely in your customers portal for privacy.

Connect to anyone, anywhere on any device

Friction is always the enemy of great security so removing the need to install anything helps protect data.

Dropvault is a web app and your employees, contacts or another business can access any message or document with any browser - And from any device from desktop, tablet or mobile with nothing to install.

Connect to anyone, anywhere on any device
Great tools to manage your conversations

Great tools to manage your documents and conversations

We have great tools to help you and your team manage your conversations - from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important customer dates.

These great features mean you never have to take your document out of your secure channel and instead keep it secured while your team is working on it.

Task Manager

A built in task manager so you can take any discussion or file upload, and turn into a task with a due date, assign to a team, priority and more. Our progress tracker gives your team an easy way to view and track these tasks from your dashboard.

Great for customer care when combined with 24/7 portal access - Your customer or employee can sign in, ask a question, upload, download and even sign a document all in one app.

Track your tasks and progress

Track Active & Snooze time

Some compliance requirements may require tracking of total time spent on a task so our time tracker automatically tracks the total time and the On hold/Snoozed time when you are waiting for a response from a client

Zero knowledge

Your messages and documents are encrypted with a unique channel key before they are stored on our servers. This ensures that your content is always private and we can not access any message or document

Zero knowledge
Forward from any email address into Dropvault

Forward support and sales emails

You can forward your support, info or sales (or any email address) to your Dropvault site - We will add the sender to your contact manager, create a portal, add their message to the portal, then notify your team.

You can choose to add the new message as a task with one click and then assign and track it's progress and activity.

Send directly from Outlook

For even less friction you can send using a portal without ever leaving your Outlook Email inbox. Just select your contact, add a subject and any documents and send.

Coming soon

Send from your Outlook Inbox
Compliance

Compliance and auditing

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.

Enterprise Features

Your documents, your storage, your keys, your authentication, your email

From customer specific document storage on Azure, AWS, Google and on-prem, to authentication via OpenID, Microsoft, Okta or Google, customer provided key vaults and customer owned email server for notifications, we have enterprise clients covered when it comes to supporting your many platforms.

Enterprise Integrations

Your documents, your storage.

By default we provide encrypted cloud storage for your documents but we can also connect to your enterprise storage - Amazon S3, Microsoft Azure Blob, Google Cloud and MIN.IO

Your documetns, your storage
Your data, your encryption keys

Bring your own keys

It's your data so you can control and manage the encryption keys. All your channels can connect to your corporate key vaults/HSM for all key storage instead of our own external HSM.

Choose your authentication provider

We support Microsoft, Office 365, Google (and soon Apple ID) for authentication. We can also connect and support enterprise Okta and Entra ID so you control access to your channels and services.

Choose your external authentication provider
Your email server for notifications

Your messages, your email

Connect your email corporate server to your channels and we will use this server for all outgoing notifications instead of the Dropvault default email server. This provide better compliance for those enterprise organizations that require it.

API - Connect your app to ours

Do you have a website or app that uploads and stores customer identity or other sensitive documents but are not storing them securely?

You can connect your app to our API - We take care of the encryption, key management, storage and also provide your customers and your team with a great portal for access to these documents

Connect to a portal using our API

The most secure, ransomware safe and flexible portals anywhere

Sharing is simple

Upload files securely from any contact or employee

Need to have a contact upload a document securely? Our encrypted portals provide a secure space for your contacts or employees to upload or share documents with you - And their portal is available 24/7 without your team needing to share a link first.

Ransomware safe - 90% of documents uploaded via a portal are reviewed & verified but remain in the portal and are never saved to your servers. This makes them safe from any ransomware attack.

More than just documents

Conversations, Discussions & Messages

Our portals are more than just documents. They are conversational so you can share a discussion or a message with your contact - And they can reply and share back to your team all in the same portal.

Conversational portals mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message and it keeps your discussions in the same place as your documents so context is maintained.

Private, secure and a great customer experience

Share passwords and links that auto expire

Share passwords and other sensitive messages that auto delete after a set time - Choose any message or document, then set any time or date to auto expire the content so that this sensitive data doesn't remain in a portal long term.

Shared and private messages

Shared and Private messages

Our portals are always shared with your team but there are times when you need to send or receive a private message or document from your contacts.

Just select any contact from the contact manager, choose Private Message and share something. This message or document will only be accessible by you or the contact - Your team will have no visibility or access.

Friction-less portals

Pin or Pin-less and "My Portal" access

Your contacts can access their portal using an expiring magic password-less link, a link with a password or sign in with their external authentication provider of choice.

And you can add a "My Portal" link to your web site or email signature so your contacts can sign in at any time without a link.

Request e-signatutes

E-Signature requests

Request a signature from a contact on any discussion or document. We will ask for a signature to be entered using any touch device and record this signature along with your discussion and documents.

Any contact, any device and nothing to install

Connect to anyone, anywhere on any device

Friction is always the enemy of great security so removing the need to install anything helps protect data.

Dropvault is a web app and your employees, contacts or another business can access any message or document with any browser - And from any device from desktop, tablet or mobile with nothing to install.

Great tools to manage your conversations

Great tools to manage your documents and conversations

We have great tools to help you and your team manage your conversations - from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important customer dates.

Task Manager

Task manager

A built in task manager so you can take any discussion or file upload, and turn into a task with a due date, assign to a team, priority and more. Our progress tracker gives your team an easy way to view and track these tasks from your dashboard.

Great for customer care when combined with 24/7 portal access - Your customer or employee can sign in, ask a question, upload, download and even sign a document all in one app.

zero knowledge

Zero Knowledge

Your messages and documents are encrypted with a unique channel key before they are stored on our servers. This ensures that your content is always private and we can not access any message or document

Forward any email account

Forward support and sales emails

You can forward your support, info or sales (or any email address) to your Dropvault site - We will add the sender to your contact manager, create a portal, add their message to the portal, then notify your team.

You can choose to add the new message as a task with one click and then assign and track it's progress and activity.

Send directly from Outlook

Send directly from Outlook

For even less friction you can send using a portal without ever leaving your Outlook Email inbox. Just select your contact, add a subject and any documents and send.

Coming soon

Send directly from Outlook

Do you have a website or app that uploads and stores customer identity or other sensitive documents but are not storing them securely?

You can connect your app to our API - We take care of the encryption, key management, storage and also provide your customers and your team with a great portal for access to these documents