Document Management
Overcome document chaos with secure file storage, requests, and no-login uploads for teams and clients all in one place.
Documents Centralized for your Team and Clients.
Clients and team members alike benefit from having all essential documents stored in a single, central location. This eliminates the need for back-and-forth emails to access information, streamlining the process for everyone involved. It offers immediate, anytime access to crucial files, enhancing efficiency and collaboration across the board.
Effortless No-Login File Uploads for Clients.
In addition to uploading files through the client portal, you have the option to share unique upload links—no login required. Clients can easily drag and drop files, add their email, and leave comments for quick, hassle-free uploads.
Let Clients Access Shared Files Without Signing In.
Coming soon: Share files with a secure, no-login link. Set an expiry and manage access anytime from the share menu.
Features
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Client File Sharing
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No-Login File Uploads
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Unlimited storage
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Centralized File Management
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Quick Document Previews
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Audit Trail
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Organize Files and Folders
Share individual files or entire folders with specific Contacts.
Share unique no-login upload links. Clients can easily drag and drop files, add their email, and leave comments for quick, hassle-free uploads.
Securely store documents, without limits or extra costs.
Each client can have folders and files, so your team can easily access and collaborate on the documents they need to work on.
Preview common file types directly within Tidyflow, saving time and reducing the need for unnecessary downloads.
Track document activity with a detailed audit log. See who uploaded, viewed, or edited files, ensuring accountability and security across your team.
Easily rename, move, download, or delete documents to keep your files organized and up-to-date.
FAQs
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A unique upload-only link you can share with clients, allowing them to send you files without needing to log in or remember a password. This link does not grant access to view or download any files.
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Yes. Each upload link is unique to the client. They can only upload files—no access is given to view or download documents. All uploads are saved in a private folder and activity is logged for transparency.
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Files are saved in a special “Link Uploads” folder under the respective client’s file section and are not shared with the client by default.
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Yes, team members who follow the client will receive Inbox notifications whenever files are uploaded via the link.
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Yes, the upload interface allows clients to drag and drop or select multiple files for upload.
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Yes, you can either share individual files, or share folders. When a folder is shared, the Contact will have access to the files and subfolders within that folder.
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Tidyflow secures your documents using encrypted storage through Amazon Web Services (AWS) and DigitalOcean. Both providers meet strict security standards, including SOC II, SOC III, GDPR, and HIPAA compliance.
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Yes, Tidyflow performs regular automated backups, all encrypted with AES-256 for maximum security. These backups ensure your data is protected against loss and support disaster recovery.
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Tidyflow stores all data securely in AWS and DigitalOcean data centers located in the United States. This ensures compliance with strict security and privacy standards.
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