Share documents securely

Need to have a contact upload a document securely? Our encrypted portals provide a secure space for your contacts or employees to upload or share documents with you – And their portal is available 24/7 without your team needing to share a link first.

For Group channels share documents between your team or directly with an external team or business. No email, no zip files – Just drag and drop into the channel and we encrypt and share.

Or conversations and messages

Our channels are more than just documents. They are conversational so you can share a discussion or a message with your contact – And they can reply and share back to your team all in the same portal.

Conversational portals or channels mean you never have to use insecure email to share anything with your contact and no need to forward or CC any message and it keeps your discussions in the same place as your documents so context is maintained.

Share passwords & messages that auto expire

Share passwords and other sensitive messages that auto delete after a set time – Choose any message or document, then set any time or date to auto expire the content so that this sensitive data doesn’t remain in a portal long term.

Auto delete my data

Privacy is important and removing personal data not only improves security, it also removes data when it is no longer required by a business. We provide every contact with the option to delete their sensitive ID or other document or message automatically after a set date.

The business can override this deletion if it has to meet specific compliance regulations.

Peer to peer sharing

Instead of sharing a link via email your contacts or external team can connect to your channel right from their dashboard if they are also on DropVault.

No links to share, no emails, no pin or password to share and no phishing risk – Just frictionless access to any conversation or document.

Connect to anyone, anywhere on any device

Friction is always the enemy of great security so removing the need to install anything helps protect data.

Dropvault is a web app and your employees, contacts or another business can access any message or document with any browser – And from any device from desktop, tablet or mobile with nothing to install.

Great tools to manage your conversations & documents

We have great tools to help you and your team manage your conversations – from a task manager where you can assign and track each conversation until it is completed or a team calendar and reminders for keeping track of important customer dates.

These great features mean you never have to take your document out of your secure channel and instead keep it secured while your team is working on it.

Built in task manager

A built in task manager so you can take any discussion or file upload, and turn into a task with a due date, assign to a team, priority and more. Our progress tracker gives your team an easy way to view and track these tasks from your dashboard.

Track your customer or employee requests or manage your sensitive sales or other projects directly in your channel where it is always secured and private.

Easily update your tasks

Easy task access mean your team (internal or external) will keep tasks updated and accurate – Adjust the state, progress percentage and date for completion so that the entire team is up to date on the state of the task.

We will add any completion dates to your collaboration room calendar for your team to access.

Customize your portal

Turn your portal page into an extension of your business with your business branding – Add your logo, custom welcome message and contact details so you portal becomes an extension of your business

Great for customer care when combined with 24/7 portal access – Your customer or employee can sign in, ask a question, upload, download and even sign a document while your team can easily manage their tasks and requests – all in one place.

Sign off

For contracts or deals sign off is great way to have teams review documents or milestones and get their approval to move to the next step.

Our sign up tool is built right into the channel – Select a discussion or document, choose the team required to sign off and any optional.

E Signatures

Request a sign off or e-signature from your customers – Just choose any discussion, task or document and request a signature. We will ask your contact to accept and record their signature using any touch device. And not just documents – Discuss with your contact or employee and request a signature on the entire conversation.

No more having to use a second app to manage your signatures and everything it stored securely in your customers portal for privacy.

Dynamic watermarks and passwords on PDF files

Track your PDF downloads and sharing with dynamic watermarks on every PDF – With custom settings per channel you can quickly identify who when and where any PDF was downloaded and shared

Optionally add a custom password to each channel and we will require this password to open any PDF when downloaded.

Voting

For investment deals or where you are using our Group channels to manage your board room discussions our voting tools allows you to take a vote on any discussion or proposal.

Votes can be public, private or anonymous.