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