TWO-WAY DOCUMENT EXCHANGE

Collect client files and send documents back in one organised exchange.

Give clients one clear place to upload what you need. Review what has arrived, send documents back, and keep the exchange together instead of spreading it across email threads.

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Features

Keep both sides of the client exchange organised.

Collect and send files in one place

Clients upload the files you request, and your team sends documents back through the same exchange.

See what still needs attention

Review which items have been received, sent or are still awaiting action.

Keep incoming and outgoing items connected

Files received from the client and documents sent by your team remain connected to the same exchange.

Reduce email back-and-forth

Give clients one place to upload requested files and receive documents back instead of starting another email thread.

Keep messages with the exchange

Standard mode includes a message thread so questions and updates stay connected to the files.

Keep a completion record

Download the completion certificate and audit pack when the exchange is finished.

Protection options

Choose the protection that fits the exchange.

Standard mode supports files, messages, Smart Forms and E-Sign items together. Private mode adds browser-side encryption for supported file transfers.

Standard mode

Use files, messages, forms and signing together.

Standard encryption supports file transfer, the message thread, Smart Forms and E-Sign items in the same exchange.

  • Built-in message thread
  • Smart Forms and E-Sign items
  • Exchange status and completion record
Private mode

Add browser-side encryption for supported files.

Private mode adds browser-side encryption to supported file transfers. Messaging, Smart Forms and E-Sign items remain available through Standard mode.

  • Browser-side encryption for supported file transfers
  • Optional filename hiding
  • File transfer only, with no message thread
  • Smart Forms and E-Sign items use Standard mode
  • Recovery depends on retaining the required access information

Use Standard mode when the exchange includes messages, Smart Forms or E-Sign. Use Private mode when supported file transfers need browser-side encryption.

Secure Exchange FAQ

Questions about exchanging documents with clients.

What is Secure Exchange?

Secure Exchange lets you request files from a client and send documents back through the same organised exchange.

How is Secure Exchange different from Secure Receive?

Secure Receive is designed for collecting files from clients. Secure Exchange also lets your team send documents back and keep both sides of the exchange together.

Can I use messages, Smart Forms and E-Sign?

Yes. Standard mode supports the message thread, Smart Forms and E-Sign items within the exchange.

What is Private mode in Secure Exchange?

Private mode adds browser-side encryption for supported file transfers. Messaging, Smart Forms and E-Sign items use Standard mode.

What do I receive when the exchange is complete?

Vukorix provides a completion certificate and audit pack for the completed exchange.

Related products: Secure Receive · Secure Share · Pricing

Common use cases: Real estate · Mortgage & finance · Legal · Healthcare · Professional services

Keep your next client exchange in one place.

Collect what you need, send documents back and avoid scattered email threads.

Start your 7-day free trial See pricing