Business areaDocuments & KYC
Documents & KYC
Digital Document Link
Send customers a secure upload link and connect received documents to the right record.
Designed forEmployees, Operations teams, and Managers
Available plansStarter, Professional, and Enterprise
What Is Digital Document Link?
Customers can provide requested files through a structured link, reducing the need to identify documents received across chats and email.
Digital Document Link works with Documents and Applications as part of the wider DSACRM Documents & KYC workflow.
Why Digital Document Link Matters
Documents received through personal channels are easy to misplace or attach to the wrong application.
A Clear, Practical Workflow
- 01
Create a document request for the customer.
- 02
Share the generated upload link.
- 03
Review uploaded files against the application checklist.
What You Configure
- Customer or application
- Required document list
What Your Team Gets
- Application-linked files
- Document receipt status
Important to Know
- Customers require internet access to use the upload link.
Common questions
Digital Document Link FAQs
Quick answers about usage, setup, outputs and plan availability.
What is Digital Document Link in DSACRM?
Customers can provide requested files through a structured link, reducing the need to identify documents received across chats and email. Send customers a secure upload link and connect received documents to the right record.
Who should use Digital Document Link?
Employees, Operations teams, and Managers can use this capability within the Documents & KYC workflow.
Which DSACRM plans include Digital Document Link?
Digital Document Link is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.
What needs to be configured for Digital Document Link?
Typical setup includes Customer or application and Required document list.
What does the team get from Digital Document Link?
The supported outputs include Application-linked files and Document receipt status.