NEW FEATURE: Secure document uploads

NEW FEATURE: Secure document uploads

What is the secure document uploads feature?

Many of our customers need to gather a range of documents from their clients such as copies of their ID, proof of earnings, and other private, sensitive data.

The secure document uploads feature allows your clients to save any document type you need to collect from them straight to their lead record without involving a member of your team, saving you time and giving your clients convenience.

How do I use this new feature?

Here’s how you can allow your clients to upload documents directly to their lead record, quickly and safely:

✅  Add a template variable to a text message or email template to include a secure document uploads link

✅  Send your template to your clients, inviting them to upload the documents you need to collect from them

✅  Templates can be sent manually, via a lead action or workflow, or in bulk

✅  The feature is fully mobile-friendly, including camera and document upload support

✅  Clients can quickly upload documents on the go, wherever they are

✅  The feature is restricted to a range of safe file types

✅  Documents are uploaded to lead records automatically

✅  Avoids interception risks to keep clients’ data secure

✅  Saves you time – your team no longer have to download documents sent via email and then upload them to FLG

✅  Automates actions after receiving documents – this could be a thank-you text to confirm safe receipt, or a task assigned to your users, etc.

What does it look like for my clients?

Here’s a 2-minute video to show you what it looks like from your client’s perspective:

How do I get started?

The secure document uploads feature is available now on our XL and Concierge plans.

Learn more about how to send a secure document upload link to your clients, and let us know if you need any help.

Please give it a try, and tell us what you think!

As always, please feel free to post more suggestions on our feedback site, or get in contact with our team.

Written by Lauren Shaw, Marketing Manager at FLG.