What your customers receive

Overview

When you send a document through Documentd, your customer receives a clear notification, secure access, and a simple place to find the document again later.

Documentd is how your business sends documents. Keepd is where your customers access them.

Customer notification

Customers receive a clear, branded notification when you send them a document. The notification explains who the document is from and gives them a simple way to access it securely.

Secure access

Customers can access documents securely, without needing to manage a traditional portal account or remember another password.

Customers set their own PIN the first time they access a document. If they forget it later, they can reset it themselves without needing to contact your team.

Keepd: the customer document space

Documents sent through Documentd are made available to customers in Keepd. This gives recipients a single, neutral place to access important documents from the businesses that send them.

We keep the recipient experience in Keepd deliberately. It means customers do not have to navigate a different sender portal every time, and they know where to return when they need documents later.

Find documents again

Customers can return to Keepd later and find documents again, without searching through emails or asking for them to be resent.

This is especially helpful for documents they may need months or years after delivery, such as statements, reports, contracts, tax documents, policy documents or formal notices.

Why this improves support

Good to know

• Customers access delivered documents through Keepd.
• Your customers are not charged for receiving documents.
• No direct Keepd sign-up is required for customers.
• Documents remain accessible after delivery.
• You can start with email and move to the API later.