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Sometimes the best gems in a product are the ones hiding in plain sight. Features that quietly do the heavy lifting, but don’t always get the spotlight they deserve. This is one of those features, secure document uploads, and if you haven’t revisited it yet, now’s the time.
Whatever your industry, where sensitive documents are part of everyday operations, you’ll know the drill. Endless requests for ID copies, proof of earnings, and other private paperwork. It’s a process that can feel clunky, time‑consuming, and frankly, a little outdated.
That’s where secure document uploads step in. Think of it as giving your clients a direct, safe drop‑box into their lead record. No chasing, no manual handling, no bottlenecks. Just a seamless way to collect exactly what you need. Whilst saving your team hours and giving your clients the convenience they expect.
So how does it all work?
Honestly, it couldn’t be simpler. With secure document uploads, you’re giving clients a safe, direct way to send you the files you need — no chasing, no clunky email attachments, no manual uploads.
Here’s how it plays out: you add a template variable to your text or email, which drops in a secure upload link. Send it to your client, and they can instantly upload whatever you’ve asked for – ID, proof of earnings, or any other document – straight into their lead record.
And because the feature is fully mobile‑friendly, they can snap a photo or upload a file on the go, wherever they are. Everything is restricted to safe file types, automatically stored against the right lead, and protected from interception risks.
The best part? It saves your team hours – no more downloading email attachments and re‑uploading them manually. Plus, you can automate what happens next – maybe a thank‑you text to confirm receipt, or a task assigned to a team member to keep things moving.
It’s quick, secure, and client‑friendly – exactly the kind of feature that makes you wonder how you ever managed without it.
Benefits you can’t afford to miss
So why does secure document upload deserve a second look? Because it’s not just about convenience, it’s about delivering real business impact across the board.
Focus on security and risk reduction – giving clients peace of mind that their sensitive data is protected.
Drive efficiency and productivity – streamlining workflows and cutting out the admin grind.
Prioritise compliance and legal – helping you stay on the right side of regulations without the stress.
And don’t forget customer experience and accessibility – making it easier than ever for clients to share what you need, wherever they are.
These aren’t just nice‑to‑have benefits; they’re the kind of outcomes that transform how your team works and how your clients feel about working with you.
Keen to get started?
Whether you’re brand new to FLG or just discovering the secure document uploads feature, our team is only a phone call or email away if you need a hand.
Give it a try, see how much time it saves, and let us know what you think – we love hearing your feedback. After all, the best features are the ones that make life easier for both you and your clients.
So go ahead, make secure uploads part of your workflow today… and enjoy the peace of mind that comes with smarter, safer, simpler data handling.