For teams & agencies
Collect documents from clients without email chaos
Send a secure request link, let recipients upload without an account, then review and track every submission from one place.
The problem
Email is a poor document collection system: attachments get buried in threads, you lose track of who sent what, and chasing missing files eats your week.
How CertaNest helps
Send a secure request link, let recipients upload without an account, then review and track every submission from one place.
The workflow
- 1Create a reusable request template for a case type
- 2Send a secure file request link to each client
- 3Recipients upload through the link — no account needed
- 4Review uploads: accept, reject, or ask for a replacement
- 5Keep missing files visible and send reminders
- 6Share selected proof back through an expiring room
Features you'll use
- Document Requests
- CertaNest Portals
- Review workflow
- Deadlines & Renewals
- SafeSend
Request links are scoped to one case — recipients never see your workspace or other clients.
Frequently asked questions
Do clients need an account to upload?
No. Each client gets a secure request link and uploads directly — no sign-up, no app to install.
How do I know what's still missing?
Every request shows what's received, accepted, or still outstanding, so nothing slips through. You can send a reminder in one click.
Is this enterprise software?
CertaNest is built for small teams and is in private beta. It doesn't offer enterprise compliance certifications or single sign-on yet — we're honest about what exists today.