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Encrypted files

How to send a request to your customer so that they can send you a secure file

Written by Luis Fonseca
Updated over a month ago

Sending an encrypted file request to your customer

  • Go to Applicants and click on the customer you wish to request for them to send you a file

  • Go to the Encrypted Files tab, select to send the request via email or via SMS, and then click on Send Request. You can also attach a message to the request

  • Once your customer has sent those files, you will be able to view them under the Saved Files section.

  • You can also upload your own files regarding your customer, which you can then also view under the Saved Files section.

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