Bulk upload files and corresponding metadata (via a CSV or Excel file) and we’ll do the rest to deliver your communications to customers.

Securely request specific documents from customers.

Build and configure digital forms to request information from customers.

Personalise and send bulk communications to multiple customers at once, ensuring each message is tailored with specific customer details for a more engaging and efficient communication process.

Our embedded DocuSign integration allows you to easily send, sign, and manage documents within our platform, streamlining the entire e-signature process for a seamless and secure digital transaction experience.

Our configurable analytics suite provides you with customisable insights and reports, allowing you to track and analyse key metrics and data tailored to specific communications.

Our read receipts feature provides delivery confirmation, allowing you to see when customers have received and opened your communications.

Securely retract or invalidate documents that have been previously shared, ensuring control over sensitive information even after distribution.

Track and manage document versions, allowing you to access and revert to previous versions, ensuring accuracy and compliance throughout the document lifecycle.

An embedded, WhatsApp-like service that allows you to communicate with your customers through encrypted messages directly within the platform, ensuring all interactions are private and secure.

Reach your customers through multiple channels, including email, SMS, and in-app alerts, ensuring they receive important updates and communications no matter where they are.

A comprehensive log of all document activities and interactions, ensuring transparency and accountability by allowing you to track and review every action taken on a document.

Create the structure you need to manage information.

Advanced document distribution tools allow for the flexible and easy distribution of documents. Whether on a 1-to-1 or 1-to-many or many-to-1 basis, we make it quick and easy to get documents delivered.

Tag documents to multiple folders across multiple entities, enabling easy finding of documents.

Leverage OCR (Optical Character Recognition) technology to extract the text from documents (including handwriting) and AI-driven recommendations on where documents should be stored.

All documents can be searched from top to bottom using advanced search capabilities – think of having your own personal search engine in the cloud.

Quickly and easily download any and all documents to manage compliance requirements, should you need to download all files.

Leverage our open APIs and custom integrations.

Use our AI assistant to interrogate the communications you’re sending to customers.

Draft and prepare documents by exchanging comments with customers.