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Engineering

Remote Collection of Completed Customer Forms

Being remote is the new normal.

Brian Holyfield · 2 min read

Being remote is the new normal. Whether you are a customer or an employee, the need to physically visit an office location has been virtually eliminated from most workflows. Being remote can present a significant challenge for businesses that have historically relied on customers visiting their offices in person to complete and submit application forms.

The SendSafely Hosted Dropzone offers a simple way to modernize in person workflows by allowing customers to submit completed application forms easily and securely. With no technical setup or coding required, your processing team can be up and running in minutes.

How it Works

The Hosted Dropzone is a turn-key file drop customers can use to submit completed application forms via any web browser. All submitted files are protected using SendSafely’s end-to-end encryption to ensure maximum privacy and confidentiality.

Dropzone with MessageWhen loaded on a mobile device, the Dropzone even allows users to snap a live photo using their device camera. This makes the Dropzone a perfect option for collecting images of hard copy documents, or cases requiring identify verification such as pictures of Passports or Drivers Licenses.

After each submission, the SendSafely platform alerts the processing team that new files are available. Submitted files can only be viewed by team members who are explicitly granted access to the Dropzone. You can also create multiple Dropzones, one for each different use case and ensure files are only accessible to the relevant processing teams. The Dropzone interface also supports multiple languages for International users.

Example Workflow

The following workflow is extremely popular among SendSafely subscribers and their customers:

  1. Blank application forms are sent to a customer via regular email or are made available for download from your website.
  2. Instructions for filling out the application include steps for the secure submission of the completed form to the SendSafely Dropzone. The Dropzone URL looks like this: https://[yourcompany].sendsafely.com/dropzone/onboarding
  3. After completing the application forms (either electronically or by hand after printing them out) customers browse to the Dropzone URL using the web browser on their mobile device or laptop.
  4. Customers upload electronic copies of the completed application, or take pictures of the printed forms and supporting documents. The files are submitted to your internal team for processing.
  5. Internal team members are automatically notified that a new submission has been made. The team securely accesses and begins processing the files.

SendSafely: Encrypted File Transfer for Modern Business

If your organization needs a secure way to transfer files with customers or business partners, our platform might be right for you. Contact us today.

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Frequently asked questions

How can customers submit completed application forms securely without visiting an office?

Customers can upload completed forms to a SendSafely Hosted Dropzone from any web browser. Submitted files are protected with end-to-end encryption, and only team members granted access to that Dropzone can view them. The Dropzone page covers setup options.

Does the SendSafely Hosted Dropzone require coding?

No. The Hosted Dropzone is a turn-key file drop that requires no technical setup or coding, so a processing team can start collecting forms quickly by sharing the Dropzone URL.

Can customers upload photos of documents from their phone to a Dropzone?

Yes. When loaded on a mobile device, the Dropzone lets users take a live photo with the device camera. That makes it useful for collecting images of hard-copy forms or identity documents such as passports and driver’s licenses.

Who can see files submitted to a SendSafely Dropzone?

Only team members explicitly granted access to that Dropzone can view the files. You can create multiple Dropzones, one per use case, so each set of submissions is accessible only to the relevant processing team.

What does a typical Dropzone form-collection workflow look like?

Customers get blank forms by email or from your website, complete them, then browse to your Dropzone URL (for example, https://[yourcompany].sendsafely.com/dropzone/onboarding) and upload the files or photos. Your team is notified automatically and accesses the submissions securely to begin processing.