Secure File Transport

Fast, Compliant File Transfers Made Simple

Secure File Transport, powered by Botdoc, gives you a simple way to handle 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 every day.

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Share Sensitive Files Without the Usual Friction

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. It feels simple for users but stays fully protected in the background.

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Zero portals, PINs, or software downloads

Frictionless secure file sharing for clients and staff

Works directly through SMS or email when needed

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Keep Every Transfer Compliant Automatically

You shouldn’t have to babysit compliance every time you move a file. Secure File Transport handles encryption, access control, and privacy requirements automatically, giving you a fully GDPR compliant file transfer solution without extra IT overhead. It protects PHI, financial data, identity documents, and anything that requires careful handling.

HIPAA, GDPR, PCI DSS, SOC2, FERPA support

AES-256 and TLS 1.2+ encryption in transit and at rest

Built-in safeguards that reduce compliance-related errors

Automatically Tag Files Without Manual Effort

Remove the time-consuming work of labeling and organizing documents by hand. Files are tagged with the right metadata as they’re uploaded or delivered, 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.

Eliminates manual matching and tagging

Improves document organization and searchability

Reduces operational effort and overall costs

Always Know Where Files Came From and Where They Went

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.

Real-time dashboards and reporting

Full audit log of user actions and file movements

Track file requests, uploads, and access events easily

Scales Smoothly With Complex Teams and Heavy Workloads

Whether you're moving a couple of documents or thousands, Secure File Transport stays reliable. It works across large departments, different business units, and high-volume workflows without slowing down. It's a modern secure file transfer app designed for teams that handle sensitive documents day in and day out.

Supports large files, any format, high volume

Flexible policies for access, retention, and permissions

Built to grow with enterprise-level operations

What Happens After You Start Using Secure File Transport

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.

Thoughtful Extras You’ll Notice Right Away

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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.

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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.

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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.

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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.

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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.

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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.

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.

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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