How can I collect client documents without attachments being forwarded?
Our answer
Use a secure client portal with individual access permissions, expiring download links and audit logs rather than email attachments.
Why this approach makes sense
An organised workflow should preserve access control, recordkeeping and a clear handover to the right person.
Before you try it
Confirm who can view or edit shared information before sending a link or changing a business account.
Questions people ask
What is a safe starting point for collecting client documents without attachments being forwarded?
Use a secure client portal with individual access permissions, expiring download links and audit logs rather than email attachments.
How is the advice designed to help with collecting client documents without attachments being forwarded?
An organised workflow should preserve access control, recordkeeping and a clear handover to the right person.
What could go wrong when collecting client documents without attachments being forwarded?
Confirm who can view or edit shared information before sending a link or changing a business account.