Recipient Experience
Protected request linksAvailable
Access-code verificationAvailable
No recipient account requiredAvailable
Mobile-friendly document uploadAvailable
Submission receipt referenceAvailable
Save and continue laterAvailable
Features
Secure document intake features for healthcare teams
Replace email attachments with protected links, recipient-friendly uploads, scan-before-delivery, status tracking, and customer-controlled Google Drive routing.
Public-form Sheets indexing requires a connected Workspace account with Sheets access and a configured response sheet. The index contains statuses, counts, and Drive links; it does not export form answers.
Staff Workflow
Reusable request formsAvailable
Required questions and documentsAvailable
ABA and behavioral-health starter templatesAvailable
Recipient signature fieldsAvailable
Request status timelineAvailable
Email remindersAvailable
Google Drive Delivery
Customer-controlled Drive destinationAvailable
Saved Drive foldersAvailable
Generated PDF summaryAvailable
Raw-answer purge after PDF deliveryAvailable
Folder mapping by request typePlanned
Public-form response index in Google SheetsAvailable
Security and Compliance
BAA-first onboarding gateAvailable
Private encrypted stagingAvailable
Malware scanning before Drive deliveryAvailable
PHI-safe audit eventsAvailable
No long-term records archiveAvailable
SOC 2 reportPlanned
Admin and Workspace
Customer workspace rolesAvailable
Platform admin organization managementAvailable
Owner-managed website embedsAvailable
Recipient-facing logo and colorAvailable
Custom domainsPlanned
Open API and webhooksPlanned