Pure Workflow lets you ask clients to upload documents securely using the email feature.
To request documents from a client, start a new email and click on the Request files button at the bottom.
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Clicking this button will add a secure unique link to the customer’s secure portal.
The client experience
When your clients click the link they're taken to a single-use client portal that can be used to securely and confidentially share documents with you.
This portal can be branded and will display the name of your firm.
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How to find uploaded files
Files that have been uploaded can be found in two places:
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In the Files tab of a client record
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In the Files tab of a task
Additionally, you will also receive a notification from Pure Workflow:
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