Everything you need to collect documents
Powerful features designed to make document collection effortless for you and your clients.
Build requests in minutes
Our intuitive drag-and-drop builder makes it easy to create professional document requests. No technical skills required.
Powerful tools for every need
From simple file uploads to complex workflows, we've got everything covered.
Drag-and-drop interface to create custom document requests. Add file upload fields, text inputs, dates, and more.
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Pre-built templates for common use cases. Save time with industry-specific document collection forms.
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Automated email reminders ensure nothing falls through the cracks. Customize timing and messaging.
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Collect both files and structured data in one place. Text fields, dropdowns, checkboxes, and more.
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Real-time overview of all your document requests. Track progress, view submissions, and manage workflows.
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Connect with your existing tools. Sync data to your CRM, accounting software, or cloud storage.
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Even more to love
Discover additional features that make Fylebox the complete document collection solution.
Multi-language Support
Support for 25+ languages with automatic translation
Mobile Optimized
Perfect experience on all devices and screen sizes
Cloud Storage
Secure cloud storage with automatic backups
Workflow Automation
Automate repetitive tasks and approval processes
Advanced Search
Find documents and data with powerful search filters
Real-time Chat
Built-in messaging for client communication
Built for your industry
Specialized features and templates designed for specific industries and use cases.
Tax document collection, client onboarding, and compliance
Key Features:
Case file management, client intake, and document review
Key Features:
KYC/AML compliance, loan applications, and client verification
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Student applications, enrollment documents, and academic records
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Customize the look and feel to match your brand. Your clients will see your logo, colors, and domain—creating a seamless experience that reinforces your brand at every touchpoint.
Branding Options:
- Custom logo & colors
- Your domain name
- Custom fonts & styling
- Remove Fylebox branding
Advanced Features:
- Custom email templates
- Branded notifications
- Custom success pages
- White-label mobile app
Your Brand Portal
yourcompany.com/documents
Built with security in mind
Enterprise-grade security features to protect your sensitive documents and ensure compliance.
256-bit Encryption
Bank-grade encryption for all data
Access Control
Role-based permissions and 2FA
Auto Expiry
Automatic file deletion after set time
GDPR Compliant
Full compliance with data regulations
Ready to try these features?
Start your free trial today and see how Fylebox can transform your document collection process.