Reduce cost
Reduce requests for copies, printing and postage. Give customers a branded filing cabinet without the expense of a document portal.
Business cases
The business case for customer filing cabinets
Give every customer a filing cabinet with your branding, with their documents automatically filed and easy to find. Reduce requests for copies, unnecessary post and the work of helping customers keep their records.
Why automatic filing?
Less work for your business. More control for your customers.
Give customers a familiar, branded place to find the documents you file for them, accessible through your dedicated web address. Documentd takes care of the filing, providing a simpler, lower-cost alternative to a document portal.
Your company’s cabinet sits within the customer’s own Keepd account, alongside their cabinets from other businesses and documents they file themselves. Keepd is free and works with any email address. Their copies remain available independently of your systems, even after their relationship with your business ends.
Make filing automatic
Send from the website or, once your company is set up, copy Documentd into an email. Their copies are automatically filed in each customer’s cabinet.
Give customers control
Customers keep their own copies, organised in an account they control. Access remains independent of your business and its systems.
Business cases
Find the business case for your sector
Explore how customer filing cabinets can reduce administration and cost in different sectors and business functions, while making important documents easier to keep and find.
Business Case 01
Fund Administration
Branded filing cabinets for investors, with statements, notices, tax documents and agreements automatically filed. Reduce requests for copies and give investors records they control.
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Business Case 02
Insurance
Branded filing cabinets for policyholders, with policies, renewals and claim documents automatically filed. Reduce requests for copies and give policyholders records they control.
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Business Case 03
Pensions Administration
Branded filing cabinets for members, with benefit statements, retirement documents and payment records automatically filed. Reduce requests for copies and give members records they control.
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Business Case 04
Housing Associations
Branded filing cabinets for residents, with tenancy documents, rent statements and important decisions automatically filed. Reduce requests for copies and give residents records they control.
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Business Case 05
Solicitors
Branded filing cabinets for clients, with final agreements, reports and completion documents automatically filed. Reduce requests for copies and give clients records they control.
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Business Case 06
Private Wealth
Branded filing cabinets for clients, with statements, suitability reports and tax documents automatically filed. Reduce requests for copies and give clients records they control.
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Business Case 07
Private Tax Advisory
Branded filing cabinets for clients, with completed returns, calculations and tax advice automatically filed. Reduce requests for copies and give clients records they control.
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Business Case 09
Private Healthcare
Branded filing cabinets for patients, with approved consultation letters, reports and aftercare documents automatically filed. Reduce requests for copies and give patients records they control.
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Business Case 08
HR
Branded filing cabinets for employees, with contracts, payslips and tax documents automatically filed. Reduce requests for copies and give employees records they control.
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Automatic customer filing
Your branding. Their documents. Their filing cabinet.
Give customers a branded place to find their own copies, in an account they control. Documentd takes care of the filing, so your business spends less time helping people find what you have already sent.