Overview
Use provider file requests or embedded upload to land files directly in the right object folder.
Problem
Customers email attachments that get lost; inbound files lack structure and policy controls.
Solution
File-Vault generates request links or exposes an inbound upload endpoint that writes to the ticket/deal folder with DLP/AV and audit.
How it works
Create a request link (Dropbox/Drive) or enable inbound upload for a ticket. Customers upload to a safe folder; agents see files instantly with versioning and previews.
Who is this for
Support
Operations
Expected outcomes
- Cleaner intake and faster triage
- Scanned and auditable customer uploads
Key metrics
Email attachment tickets
Baseline
70 %
Target
20 %
Time from upload to visibility
Baseline
90 seconds
Target
5 seconds
Gallery
Downloads & templates
Case studies
Claims team standardizes evidence intake
Links + DLP made uploads safe and quick.
Insurance Mid-market EU
Security impact
- Customer-uploaded files (scanned), metadata · PII: may be present in files
Compliance
- GDPR (consent & lawful basis for uploads)
- SOC2 (confidentiality)
Availability & next steps
Free
Business
Enterprise