Secure File Transport Delivers GDPR and HIPAA-Compliant File Exchange for Salesforce
Fast, Compliant File Transfers Made Simple
Secure File Transport, powered by Botdoc, gives you a simple way to handle managed file transfer and secure file exchange without passwords, portals, or extra tools. Move sensitive data in and out of Salesforce using a fully GDPR-compliant file transfer experience built for teams that need truly secure file sharing - all from one workspace inside your CRM.
Secure File Transport Sends and Receives Sensitive Files Without Portals or Passwords
Secure File Transport removes the messy steps that usually slow down secure file transfer, no passwords, portals, apps, or extra accounts. Your team can send and receive sensitive documents right inside Salesforce and still meet strict security requirements. Send a loan document straight to a customer's email, or text a one-time secure link by SMS for faster pickup, the recipient opens and returns the file from their inbox or phone. It feels simple for users but stays fully protected in the background.
Frictionless, Encrypted Document Uploads Built for Compliance
Recipients open a secure link and see exactly which documents to attach, no accounts, no extra software, no confusion about what's needed. Files upload encrypted in a single click, and from there, Secure File Transport takes over. Encryption, access control, and privacy requirements are handled automatically, giving you a fully GDPR compliant file transfer solution without extra IT overhead.
Automated File Tagging in Salesforce Organizes Every Transfer Without Manual Effort
Remove the time-consuming work of labeling and organizing documents by hand. As files are uploaded or delivered, they're automatically tagged with the right metadata such as file type, source, date received, recipient, and the related record ID, making them easy to categorize, search, and retrieve directly inside Salesforce. It simplifies audit preparation while keeping document management accurate and consistent in the background.
Real-Time Dashboards and Audit Logs Track Every Secure File Transfer in Salesforce
Traditional file sharing tools lack transparency. Secure File Transport gives you complete traceability for every upload, download, and request, which is crucial for audits, compliance teams, and risk reduction. It’s secure file exchange with full visibility instead of guesswork.
Collect Documents In Just A Few Clicks
Request files off any standard or custom object, with every detail pre-filled and ready to send. Whether you are using the side form, the utility bar, or the Request Files button, the process stays fast and consistent; no digging for context, no re-entering data. Send via SMS, email, or both with a simple toggle, and add two-factor authentication or link expiration wherever extra security is needed.
How Secure File Transport Reduces Lost Documents, Speeds Turnaround, and Cuts Compliance Exceptions
58% Fewer Lost or Misplaced Documents
Keeping every file exchange inside Salesforce removes the chaos of email threads and shared drives, reducing document-loss issues by more than half.
41% Faster Turnaround on Client Requests
No portals, passwords, or downloads mean clients send files back quickly, speeding up approvals, verifications, and onboarding workflows.
37% Drop in Manual Follow-Ups
Since file requests, uploads, and notifications happen automatically, teams spend far less time chasing customers or coworkers for missing documents.
52% Reduction in Compliance Exceptions
Traceability, encryption, and controlled file flow help minimize audit findings and compliance gaps, giving regulated teams much cleaner records with less effort.
Why Regulated Teams Choose Secure File Transport for Managed File Transfer in Salesforce
Works Even When File Sources Vary
Whether files come from email, SMS, scanners, or third-party tools, Secure File Transport pulls everything into one secure place without breaking your workflow or adding extra steps.
Keeps Your Staff Productive
Because there’s no software to install or maintain, your team avoids the usual “it won’t open” headaches that come with most secure file transfer apps.
Removes Risk From Forgetful Recipients
Clients don’t need accounts, logins, or passwords to send documents back. Nothing to remember means fewer delays and a lot less chasing for missing files.
Gives you Control Over How Files Move
Admins can define retention rules, access restrictions, notifications, and file policies, ensuring governance without slowing down everyday secure file sharing.
Reduces Exposure From “Shadow File Sharing”
Teams no longer resort to personal email, shared drives, or unsecured links. Sensitive documents finally stay inside one secure file exchange environment built for compliance.
Fits Perfectly Into Fast-Moving Customer Journeys
From onboarding to approvals to verification, files move quickly and securely, helping teams shorten TAT without compromising privacy or secure file transfer standards.
Frequently Asked Questions
What types of files can be securely transferred?
Secure File Transport will securely transfer all standard and custom file types from PDFs to images, spreadsheets as archives, protected by end-to-end encryption. Files are scanned electronically and encrypted prior to transfer. Multi-file upload to the system facility allows for secure bulk data transfer. This is perfect for finance, healthcare, and legal industries that require secure file sharing.
How secure is the file transfer?
Each transfer is secured with a bank-level encryption and private key technology supplying total encryption from all aspects of the transfer, including upload, transit and download, to guarantee secure file exchange.
- End-to-end encryption with AES-256 and TLS 1.2+ standards
- Two-factor authentication for user access
- Role-based access and further protection via email-verified secure transfer links
How quickly are files transferred?
File transfer times are in real-time, with progress indicators and instant alert completion messages sent to Salesforce database.
- Parallel process confirms minimum latency in uploads
- Large file amounts for transfer are segmented for verified secure speedy transfer
- Status updates about transfers sync automatically to records in Salesforce
Does it work with existing Salesforce workflows?
Yes, Secure File Transport integrates perfectly with the use of existing Salesforce automation tools like Flows, Triggers and Apex automations.
Can I control who accesses the files?
Certainly. Role-based access control means that admins can set a full list of the possible access privileges relating to records including file access, expiry dates on files, and one-time or multiple download privileges.
- Define the access via role, territory, record type or custom object
- Track access counts for every file and immediately revoke privileges if required
- Maintain GDPR compliant file transfer records for audits
How does Secure File Transport ensure GDPR compliance?
Secure File Transport is built as a GDPR compliant file transfer solution, ensuring full privacy of data and lawful processing.
- Encryption of data at rest and in transit
- Logging and consent tracking for EU and international clients
- Ideal for companies looking for a cloud file transfer service that meets global security standards
Learn. Build. Grow.
June 5, 2026
