Client upload portal

Collect client documents without the email back-and-forth.

Create one branded request with a clear checklist. Clients upload files through Vukorix instead of attaching sensitive documents to email, while your team sees what is complete and what is still outstanding.

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Features

Make document requests easier for your team and your clients.

Tell clients exactly what to send

Create required and optional checklist items so clients can see what is needed and what is still outstanding.

Give clients a professional experience

Add your logo and brand styling so the request page reflects your business rather than a generic upload form.

Collect files and completed PDFs together

Attach a Smart Form when clients need to complete a PDF as part of the same document request.

Add an extra access check

Use a 4-digit PIN or SMS code so access to the email alone is not enough to open the request.

Reduce manual follow-up

Set a deadline and let automatic reminders prompt clients about outstanding items.

Download the completed request

Download the files clients supplied and the completed PDFs returned through the request.

Keep documents out of email

Reduce what a compromised mailbox can expose.

Clients upload files through Vukorix instead of sending them as email attachments. The email carries the request link, not copies of the documents. Choose Standard encryption for the complete workflow or Private mode for supported file uploads.

Standard mode

Use the complete Secure Receive workflow.

Files are encrypted in transit and at rest while automated Vukorix systems provide previews, Smart Forms and request processing.

  • Branded upload page and checklist
  • Smart Forms can be included
  • Request status and activity available to your team
Private mode

Add browser-side encryption for supported uploads.

Supported files are encrypted in the client's browser before upload. Vukorix stores only encrypted file data until an authorised account unlocks the files.

  • Browser-side encryption for supported uploads
  • Optional filename hiding
  • No client account required
  • Smart Forms are not available in Private mode
  • Sensitive file contents are not sent as email attachments

Sensitive files stay out of inboxes and sent folders. Add a PIN or SMS code so mailbox access alone is not enough to open the request.

Secure Receive FAQ

Questions about collecting client documents.

What is a client upload portal?

A client upload portal gives clients one organised place to send the specific documents your team requests. Secure Receive combines a checklist, upload page, request status and reminders in one workflow.

Can clients upload documents without creating an account?

Yes. Clients open the request link, review the checklist and upload the requested files without creating a Vukorix account or installing an app.

Can I request specific documents from a client?

Yes. Create required and optional checklist items so clients know what to supply. Your team can see what has arrived, what remains outstanding and where follow-up is still needed.

Does Secure Receive keep sensitive files out of email?

Clients upload files through Vukorix rather than attaching them to email. The email may still contain the request link, so add a PIN or SMS access check when access to the mailbox alone should not be enough to open the request.

What is the difference between Secure Receive and email attachments?

Email spreads requests and documents across inboxes, sent folders and long threads. Secure Receive gives clients one organised checklist, shows what remains outstanding and keeps returned files connected to the request.

Related workflows: Secure Exchange · Smart Forms · Pricing

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

Get the documents you need without chasing every item.

Start with a 7-day free trial. No credit card required.

Start your 7-day free trial See pricing