Receiving documents from users and customers can be a challenge for many organizations. Overloaded inboxes, insecure tools, and compliance risks are just a few of the most common issues. Tranxfer Intake is here to solve these problems.
What is Tranxfer Intake?
Tranxfer Intake is a module that allows organizations to create secure intake portals for third-party documentation. Through a public link and a 2FA-authenticated form, users can securely upload files, eliminating the need for email or other insecure methods.
Key benefits:
- Regulatory compliance: Ensures data security and confidentiality.
- Automation: Automatic notifications and integration with internal systems via API (CRMs, ticketing solutions like JIRA, etc.).
- Operational efficiency: Centralized, easily manageable documents that expire, preventing them from being stored in intermediate locations.
With Tranxfer Intake, your company can streamline its processes, ensure information security, and optimize resources.
- Design your landing pages where you want your users to land.
- Customize your forms and the information fields you want to receive.
- Identify projects and assign them to your managers or agents so they can receive these notifications and quickly access the information.
