What you can do
- Create secure upload links for clients
- Make file submission easier for recipients
- Close the upload link after final submission
- Notify the responsible team member when files arrive
Practical benefits
Create secure upload links for clients
Make file submission easier for recipients
Close the upload link after final submission
Notify the responsible team member when files arrive
How it fits the workflow
Client file intake gives clients a clear upload experience while keeping submitted files organized inside the right request or record.
FAQ
What is the value of Client File Intake?
Client file intake gives clients a clear upload experience while keeping submitted files organized inside the right request or record.
What can my team do with this feature?
Create secure upload links for clients, and Make file submission easier for recipients.
Does Khtoom keep request status clear?
Yes. Khtoom keeps the request, document, and final copy in a workflow the team can follow.