01↗
A mailbox is not an intake process
Assign an intake owner and give each request a reference the sender can quote.
SECURE PORTAL TO UPLOAD FILES
Secure document upload portal for clients
Collect requested documents through an upload route you can identify and follow up. Tell the sender which files you need, who will receive them and when the request closes.
Start my free trial ↗7 days. Up to 5 users.
No credit card required.
No credit card required.
Trusted with valuable business data
01 / A WORKABLE PROCESS
Write a precise upload request
For a new client file, list the document types and relevant dates. Explain where the sender should ask a question before uploading anything sensitive.
02↗
Client onboarding
List the documents required for this client and tell them how to submit corrections.
03↗
Supplier submissions
Identify the order or project reference before inviting the supplier to upload.
04↗
Recruitment
Request the documents needed for this stage and route them to the designated reviewer.
02 / CONTROL, WITHOUT THE FRICTION
Route the submission to its owner
Assign someone to check that the files belong to the correct client or case. A clear intake reference helps distinguish similarly named uploads.
A mailbox is not an intake process
Assign an intake owner and give each request a reference the sender can quote.
Client onboarding
List the documents required for this client and tell them how to submit corrections.
Supplier submissions
Identify the order or project reference before inviting the supplier to upload.
Recruitment
Request the documents needed for this stage and route them to the designated reviewer.
03 / CONNECTED PEOPLE
Check the contents on receipt
Verify that the documents are legible, complete and for the requested period. Ask for the specific missing item instead of requesting the entire pack again.
What collecting by email costs
Repeated attachments can leave the reviewer reconciling several copies of one submission.
What a governed route gives you
Link the upload to its request so the case owner can check what is missing.
CUSTOMER PERSPECTIVES
All customer stories ↗“
“I would highly recommend MX to anyone looking to send and receive secure data quickly and efficiently.”
Daniel FrancisProject Engineer, Envisage Group
Read the story ↗01 / 02
04 / EVIDENCE YOU CAN FOLLOW
Close the intake request
Once the required documents arrive, review remaining access. Record where the accepted files belong under your organization’s retention process.
EXCHANGE RECORD / ILLUSTRATIVEClient-Upload.zip✓
Sender verifiedNamed account✓
Protection appliedAES-256 / ASR✓
Recipient authenticatedAccess checks✓
Activity recordedReviewable history✓
Decide what you are asking for
Specify document types, reporting dates and any required identifiers.
Make the first step obvious
Send one clear instruction explaining where to upload and who can assist.
GOOD QUESTIONS. CLEAR ANSWERS.
A clearer route.
From the start.
Practical answers about secure portal to upload files and where MX fits.
How does MX fit this workflow?+
Collect sensitive documents from clients, suppliers and applicants without asking them to improvise. Each upload can be linked to the intended exchange, recipient and access conditions.
What controls can we apply to a file exchange?+
Named-recipient access, authentication, permissions and expiry settings help define the exchange. Activity records let your team review what happened. The available configuration should be matched to your requirements.
Does MX replace our existing work tools?+
Keep creating, editing and storing files in the systems your team already uses. MX focuses on controlled handoffs, rather than background synchronization, live co-authoring or permanent backup.
What is included in the free trial?+
Try the MX feature set for 7 days with up to 5 users. No credit card is required.
YOUR NEXT EXCHANGE STARTS HERE
Try a sample exchange
Invite a colleague to receive a sample file, then review the access settings and activity together.
7 days freeUp to 5 usersNo credit card
- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
- Custom branding and upload portals