Collect Documents Securely via Document Request Links

KRYSTAL DMS - Enterprise Edition allows you to effortlessly collect documents from external parties using secure Document Request Links. This feature ensures safe, simple, and efficient document collection directly into your document management system, even from non-KRYSTAL DMS users.

Key Benefits:

• Easy Document Collection: Securely collect documents from external parties with a simple link, eliminating the need for email attachments.
• Seamless Integration: Uploaded documents are directly stored in KRYSTAL DMS, ready to be processed and linked to workflows.
• Mobile-Friendly: The upload link works seamlessly across all devices – desktop, mobile, or tablet.
• Trackable and Secure: Each request link has a comprehensive report and log for auditing purposes, ensuring transparency and security.

How It Works:

1. Generate Secure Links

   Create secure document request links from within KRYSTAL DMS to collect files from external parties.

2. Send Links

   Distribute the links via KRYSTAL DMS or any other preferred method (email, chat, etc.).

3. Receive Documents

   External parties upload documents directly via the secure link into KRYSTAL DMS.

4. Automate Workflow

   Once uploaded, documents are automatically linked to relevant workflows for further processing.

FAQs:

Q: Who can upload documents through the request link?
A: Anyone with the link, even non-KRYSTAL DMS users, can securely upload documents

Q: Can I track who has uploaded documents?
A: Yes, every request link has a comprehensive log and report for tracking uploads.

Q: Is the upload link accessible on mobile devices?
A: Yes, the document request link works seamlessly on desktops, tablets, and smartphones.

Q: Can I initiate workflows after receiving documents?
A: Yes, uploaded documents can automatically trigger workflows within KRYSTAL DMS.

KRYSTAL DMS’s Document Request Links offer a secure, simple way to collect documents from external parties. Easily track and manage uploads, and automate workflows to streamline your document processing.