Complete Request Workflow

Master the entire FileSeal document request process from initial setup to final download, ensuring secure and professional document collection.

Workflow Overview

The FileSeal request workflow consists of six main stages:

1. Request Creation & Configuration
2. Professional Review & Sending
3. Client Notification & Access
4. Secure Document Upload
5. Professional Download & Processing
6. Workflow Completion & Archival

Stage 1: Request Creation

Opening the Request Modal

1. Navigate to your dashboard
2. Click "Seal New Request" button
3. Request creation modal opens instantly

Essential Information Required

• Client Name: Full name for professional communication
• Client Email: Secure delivery address
• Request Description: Clear document requirements
• Expiry Timeframe: Security deadline (24h-168h)

Professional Configuration

• Custom message personalization
• Document type specifications
• Security level requirements
• Follow-up preferences

Stage 2: Professional Review

Before Sending Checklist

• ✅ Client details accurate and complete
• ✅ Request message clear and professional
• ✅ Appropriate expiry timeframe selected
• ✅ Contact information included if needed

Security Verification

• Confirm client email address legitimacy
• Verify document sensitivity requirements
• Check compliance requirements if applicable
• Review professional obligations

Stage 3: Client Notification

Automatic Email Delivery

When you create the request:

• Professional email sent immediately
• Secure upload link included
• Clear instructions provided
• Your branding and contact info included

Email Content Structure

Subject: Secure Document Upload Required - [Your Name/Firm]

Hello [Client Name],

I need you to securely upload some documents using FileSeal's encrypted platform. Please use the link below:

[SECURE UPLOAD LINK]

Documents needed:

• [Your specified requirements]

This secure link expires in [timeframe] for your security.

Best regards, [Your Professional Details]

Stage 4: Client Upload Process

What Your Client Experiences

1. Email Reception: Professional request email
2. Link Access: Click secure upload link
3. Security Explanation: FileSeal security information
4. File Selection: Drag-and-drop interface
5. Encryption: Automatic client-side encryption
6. Upload Confirmation: Success notification

Client Security Features

• Browser-based encryption before transmission
• Real-time malware scanning
• File type and size validation
• Progress tracking with security verification
• Immediate secure link deactivation after upload

Stage 5: Professional Download

Notification & Access

• Email notification when documents uploaded
• Dashboard status changes to "Sealed"
• Download button becomes active
• One-time secure download access

Download Process

1. Click download button in dashboard
2. Secure decryption on your device
3. Original files restored perfectly
4. Automatic cleanup of encrypted versions

File Management

• Files download to your chosen location
• Original filenames preserved
• Metadata maintained
• No residual encrypted data

Stage 6: Workflow Completion

Post-Download Actions

• Status updates to "Downloaded"
• Client upload link permanently deactivated
• Audit trail created for compliance
• Request marked complete

Professional Follow-up

• Confirm document receipt with client
• Process documents according to requirements
• Update client records appropriately
• Archive request details if needed

Advanced Workflow Features

Request Cancellation

• Active requests can be cancelled
• Client receives notification
• Upload links immediately deactivated
• Professional dashboard updated

Deadline Management

• Monitor expiry times on dashboard
• Email reminders before deadline
• Expired requests clearly marked
• Option to create replacement requests

Multiple File Handling

• Clients can upload multiple documents
• All files encrypted individually
• ZIP download option for multiple files
• Batch processing capabilities

Best Practices

Professional Efficiency

1. Batch Processing: Group similar requests together
2. Template Messages: Save common request types
3. Deadline Planning: Allow appropriate timeframes
4. Client Education: Explain process benefits

Security Optimisation

• Use appropriate expiry times for sensitivity levels
• Verify client identity before sensitive requests
• Follow professional data handling requirements
• Maintain audit trails for compliance

Client Experience Enhancement

• Clear, professional communication
• Reasonable timeframes
• Support availability
• Process explanation when needed

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Ready for advanced features? Explore Send Document Workflow or learn about File Management.