Collect documents directly from customers without staff handling sensitive data. Send customers a secure link via text or email to upload documents, which are then displayed on the lead with automated actions triggered.

• Document upload page is mobile and tablet friendly
• Customers can upload at their convenience
• Automated responses ensure no documents are missed

Prerequisites

• A lead must exist in the customer's name before requesting document submission

Sending a Secure Document Upload Link

Add a template variable to text message or email templates. Templates can be sent:

• Manually
• Via lead action or workflow
• In bulk

Important: The secure document upload link is valid for 30 days from sending. After this, it expires and cannot be used.

To include the link in a template:

• Click Settings > Templates
• Open an existing template or create a new one by clicking Add New Template
• Select the template type and required lead group
• Use the variable: {LEAD_DOCUMENT_UPLOAD}
• At sending time, the variable is replaced with the specific lead's secure upload link
• Customers can click the link to open it from anywhere

Improving Template Appearance

Text Message Template:

• Select Short Links on your template
• Links automatically shorten to maximum 13 characters (format: flg.to/xxxxxx) when sent

Email Template:

• Highlight the text you want as the hyperlink
• Click the link button on the formatting toolbar
• Enter {LEAD_DOCUMENT_UPLOAD} in the URL field

Using the Secure Document Upload Link

Upload capabilities:

• Customers can upload one or multiple documents in a single session
• Maximum file size: 64MB per document
• Supported file types: docx, pdf, jpg, png, gif
• Mobile users can use their camera to photograph and upload documents immediately

Customer Experience:

• The interface adapts to PC or mobile devices
• Different views optimize the experience for each device type

Uploaded Documents

• Each document uploaded via the secure document upload link displays as a separate activity item on the lead
• You can view, edit, and delete these documents the same way as user-uploaded documents
• For more information, see the upload, view, edit and delete documents guide

Automation Around Documents Being Uploaded

Trigger lead actions automatically when documents are uploaded to a lead.

Example automation scenarios:

• Send a text message thanking the customer for uploading documents
• Task the assigned user to check the uploaded documents

To set up automation:

• Create a lead action
• Select the event type:
  • Document Uploaded - Customer
  • Document Uploaded - Internal

Important: If a customer uploads multiple documents at once via the document upload link, the event triggers only once per upload session.