Request documents securely

Stop chasing attachments over email. Send a checklist of the files you need, and people upload each one through a private link that only they can open. No account needed on their side.

Day Pass, Pro or Team

How to request documents securely

  1. 1

    Build the checklist

    Start from a template (tax, rental, ID verification, loans, onboarding) or list the documents you need, with instructions and file types.

  2. 2

    Send a protected link

    The recipient confirms who they are with a one-time code sent to their email, or an access code you give them by phone.

  3. 3

    Receive everything as PDFs

    Each upload is converted to PDF and saved in your private workspace, optionally combined into one packet. Send back anything that needs a new copy.

Why PDFTEK for Secure document requests

  • Checklists with required and optional items
  • One-time email codes or access codes, plus links that expire
  • Lockout after five wrong codes
  • Full audit trail: opened, verified, uploaded, with time and IP address
  • Automatic reminders before and after the due date
  • Photos, scans, Word and Excel files arrive as PDFs
  • Send any file back with a note asking for a new copy

Price

Included with a $1.99 Day Pass (24 hours, no subscription), Pro at $5.99/month, or Team for your whole team.

See all plans →

Secure document requests: frequently asked questions

Does the person I ask need an account?

No. They open the link, confirm the code, and upload. It works on phones too, so they can photograph a document and send it straight away.

How is it secure?

The link is long and random and expires. With an email code, only someone with access to the recipient's inbox can open it; with an access code, a forwarded email isn't enough. Five wrong codes lock the link for 15 minutes, and until the code is entered the link shows nothing but who is asking. Files travel over HTTPS and go only to your private workspace.

What file types can people upload?

PDF, Word, Excel, PowerPoint, JPG, PNG, TIFF and HEIC. You can limit any item to PDFs only or photos and scans. Everything arrives as a PDF.

How much does it cost?

Document requests are included with a $1.99 Day Pass, Pro at $5.99/month and Team at $14.99/month, where everyone on the team can send requests. The people you ask never pay anything.

Can I see when they opened it?

Yes. Every request has an audit trail showing when it was opened, verified and uploaded to, and from which IP address.

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Request Documents Securely – Collect Files from Clients with a Checklist | PDFTEK