top of page

SNAP.

SEND.

SECURE.

Quickly request and receive documents from your customers.

Provides your customers a simple and secure way to send documents via an easy-to-use app.

LET YOUR CUSTOMERS CAPTURE AND SEND DOCUMENTS FROM ANYWHERE

Customers capture images using their smartphone and can quickly fulfill document requests.

Whether one page or several, scanned documents are clear and legible.

PROVIDE IMMEDIATE FEEDBACK

Document Sentry allows your customer to be notified immediately when documents are requested, received, or approved. Notifications are sent via Email, SMS, and Push.

SECURE DATA

Enjoy peace of mind that all data is secure from capture to send to receipt to storage. Because the documents are never sent over the insecure web links or open email, your customers can be assured their private information remains private. Documents are stored securely and are accessible only by approved employees.

FLEXIBLE ADMINISTRATION

The Document Sentry Client Portal features flexible, configurable, and sophisticated role-based access to customer documents . Establish separate program folders to store documents according to purpose, and set user permissions to match your business rules. Built-in change controls offer the ability to lock down received documents to preserve point-in-time authenticity.

Create workflows to match your internal processes. Whether requesting supporting documents, approving incoming requests, keeping your customer informed, or assigning ownership, Document Sentry offers you a way to reimagine these processes.

INTEGRATION

With the Document Sentry API, we can integrate our process into your process. Use RESTful services to tap into all the document management features.

bottom of page