Financial services
Statements, IDs and tax forms
Replace emailed statements, screenshots and tax forms with a tracked link per request.
Send one link. Watch every document arrive.
The agent who sent the link sees the moment the customer opens it, then each photo as it uploads. No app, account or password for the customer.
- Upload-only customer access
- Void a link instantly
- Private by default
- AES-256 encryption at rest
- Hosted on Microsoft Azure
- Cloudflare DDoS protection
What your agent sees
Each request keeps its own log, from the link being created to each file arriving. If someone voids the link, the log records who did it.
Illustration with fictional sample data
- Link opened Jordan Rivera
- File received drivers_license.jpg 49.04 KB
- File received vehicle_registration.jpg 50.06 KB
- File received odometer_photo.jpg 37.28 KB
- Live Documents submitted Jordan Rivera
Three steps from request to reviewed files
-
Step 1: Create the request
Add the customer's name and a note on what you need, or use a saved template. Copy the secure link.
-
Step 2: Customer uploads
They tap the link, read your note and add photos or PDFs up to 20 MB each.
-
Step 3: Review the files
The team member who sent the request watches each file arrive, then previews and downloads one or all.
What your customer sees
A page in their phone browser, with no app, account or password. Your note shows first.
- A list of what arrived
- The name, size and arrival time of each file they sent, so they can confirm delivery without calling your team.
- Nothing to open or download
- The link only sends files in. Nobody can use it to open or download a file.
- A missed page goes on the same link
- They can add it on the same link until it expires. You don't create a new request.
Built for teams that collect sensitive documents every day
Insurance
Vehicle photos and IDs
Agents text a link, and customers send licenses and photos of each side of the car.
Healthcare
Insurance cards, IDs and intake forms
Patients send them from their phone before the visit, and the files skip staff inboxes.
HR and staffing
IDs and onboarding documents
New hires send them from their phone through one secure link, instead of as email attachments.
The controls your security review will ask about
We walk your security and compliance team through these controls during the evaluation.
- Upload-only customer access
- Customers can send files in, but never open or download them.
- Private by default
- Files stay on one private request, not in staff inboxes. Only the team member who sent the request and authorized admins can see them.
- Void a link instantly
- Switch a link off the moment it goes to the wrong person. Anyone who opens it after that sees no name and no request details. The log records who voided it, and a void cannot be undone.
- Links no one can guess
- Every link is unique to one request and cannot realistically be guessed. It stops working by itself on the expiry date shown on the request.
- No customer passwords
- Customers never get accounts, so there are no customer passwords to store, reset or leak.
- Staff kept off the customer page
- Team members signed in to EasyDocs are blocked from the customer upload page.
- No public file links
- Storage is closed to public access. Files are only available through EasyDocs, which first checks that the person is allowed to see them.
- Encryption and hosting
- HTTPS with TLS in transit, and AES-256 at rest in Azure Blob Storage. Hosted on Microsoft Azure, behind Cloudflare DDoS protection.
- PII and HIPAA
- Built to PII data management and HIPAA standards, for personal information like IDs and pay stubs, and health information like insurance cards and intake forms.
Questions
Security
Sending the link, the record you keep and your security review.
Is it safe to send the link by text or email?
Anyone with the link can only send files in, never open or download them. They do see what your customer sees: the request title, your customer's name, your note, and the name, size and time of each file already sent. So keep account numbers and other sensitive details out of the title and the note. If a link goes to the wrong person, void it.
What record do we have of each request?
Every request keeps its own activity log: when the link was created, when your customer opened it, each file received with its name, size and time, and, if the link was voided, who voided it.
How do you support our security review?
During the evaluation, we take your security and compliance team through link security, encryption, hosting, staff sign-in, access control and logging.
Simplicity
What your customer and your team have to do.
How does our team send a request?
Copy the link EasyDocs creates and paste it into the email, text or chat tool you already use, so the request comes from a sender your customer knows.
How do we keep track of open requests?
The dashboard counts active links, links awaiting upload and links expiring soon.
How does EasyDocs fit the tools we already use?
Download one file or all at once, then file them in the system you already use. With EasyEngage, your team can request documents from inside a text conversation.
What kinds of files can customers send?
PDFs and common image formats, including photos taken with their phone. Each file can be up to 20 MB. Other file types are not accepted.
See both sides of a request
Book a short demo. We will walk your team through what the customer sees, the dashboard and the controls.
We reply within one business day.