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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

Description

Sidian DataGuard is a robust data protection solution designed to safeguard sensitive and privileged information within regulated organizations, ensuring that regular operations can proceed uninterrupted. It operates within email systems, cloud storage solutions, shared folders, and AI workflows, meticulously reviewing every document, message, attachment, and prompt prior to their transmission. Instead of halting an entire communication, DataGuard intelligently enforces the organization’s policies by removing only the information deemed sensitive, tailoring content to the intended recipient while maintaining a comprehensive record of the removals, along with the reasons and applicable regulations. The platform's Email & File Protection seamlessly integrates with tools like Outlook, Gmail, OneDrive, SharePoint, Google Drive, and Dropbox, automatically sanitizing outgoing content while facilitating a smooth workflow. Additionally, Secure Sends efficiently manages large document batches from Clio, OneDrive, SharePoint, Drive, or local uploads, identifying protected data such as names, dates, account numbers, and IDs, and it offers features for bulk review, redaction, secure sharing, expiration dates, and detailed activity logs for each recipient. In this way, organizations can enhance their data security posture while ensuring compliance and operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Clio
Gmail
Microsoft Outlook
Squarespace
Weebly
Wix
WordPress
Zapier

Integrations

Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Clio
Gmail
Microsoft Outlook
Squarespace
Weebly
Wix
WordPress
Zapier

Pricing Details

$49 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

File Request Pro

Founded

2019

Country

United States

Website

filerequestpro.com

Vendor Details

Company Name

Sidian

Founded

2025

Country

Canada

Website

sidian.io

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Alternatives

Alternatives