Overview
When you send a document through Documentd, your customer receives a clear notification, secure access, and a place to find the document again later.
Customer notification
Customers receive a clear, branded notification when you send them a document.
Secure access
Customers can access documents securely, without needing to manage passwords or accounts.
Customers set their own PIN the first time they access a document. And they can reset it themselves if they forget, without needing to contact support.
Customer vault
Documents are stored in a secure customer vault, giving customers a structured place to access documents from your business.
Find documents again
Customers can return later and find documents again, without searching through emails or asking for them to be resent.
Why this improves support
Customers know where to go
Documents are accessed in one place, not buried in email threads.
Fewer resend requests
Customers can retrieve documents themselves when they need them.
Clearer experience
The delivery experience is designed for access and retrieval, not just sending attachments.
Good to know
- Your customers are not charged for receiving documents.
- No account setup is required for customers.
- Documents remain accessible after delivery.
- You can start with email and move to the API later.
Next step
Learn how to send documents from your email.