Toll-Free: 1-866-423-8525  I  sales@clienttrack.ca

Send Emails & Files To Clients
the Fast and Secure Way!

14-DAY FREE TRIAL

Secure File Upload

Ability to send a secure email with attached files to clients without logging into the Portal via a secure upload link in your email signature or website. It's easy, quick, convenient and SECURE!


How Secure File Upload Works


STEP 1 Signature Link
Click secure file upload link via email signature or website

As a Portal user, you have your own unique Secure File Upload link. Copy your link and add it to your email signature or website and send to recipient to upload files to you.

STEP 2 Upload Secure Files
Client enters in information and upload the files you need

Upon clicking the secure file upload link, the client drags 'n drop the required files you need, enter in email, subject name and submit. That's it! All files are encrypted.

STEP 3 Email Notification
Portal user receives an email notification of the uploaded files

Portal user receives an email notification that the client has uploaded files to you - files automatically appear in your Signature Uploads folder in Client Track Portal (see above).

Secure File Upload Setup

Email Signature Setup

How to add and send secure email using Secure File Upload link in your email signature.

View Setup
Website Setup

How to add and send secure email using Secure File Upload link in your website.

View Setup

PORTAL APP

We offer a Client Track Portal app for your phone and tablet to make it more convenient for you! The app is compatible with Android devices and available for download.

Download Portal App for FREE at Google Play

Get it on Google Play
Contact Us

Based in Ontario, Canada

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca