For your customer
A branded upload page, a simple submission and a clear receipt.
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LESS CHASING. LESS FILING. MORE CONTROL.
From your customer to your desktop
Your customer needs to send a contract. Your team needs it organised and ready to work on. Follow the whole journey.
60 sec6 steps + the value
FOLLOW THE EXCHANGE1 of 7
01 Customer
Make sending it the easy part.
The customer opens Greyfell’s branded File Drop. There is no WSD account to create and no confidential email attachment to send.
A straightforward front door for sensitive documents.
02 Customer
Choose the file. Add the context.
They attach the engagement letter and add their details. WSD encrypts the submission in the browser before upload.
The customer follows a simple form; WSD handles encryption.
03 Customer
A clear receipt ends the uncertainty.
The completed submission gives the customer confirmation and a receipt number. They know the files were received.
Less chasing to ask whether the document arrived.
04 Your team
Set the destination once.
Greyfell’s File Drop is connected to Client Contracts. Incoming submissions are routed into that Vault automatically.
A repeatable process instead of manual filing.
05 Your team
The document arrives with its context.
WSD creates a dated submission folder containing the engagement letter and message summary. Related information stays together.
A ready-to-use record of the submission.
06 Desktop
Ready where your team works.
The connected computer receives the engagement letter and submission summary through WSD Sync. Both files were verified in its local folder.
No download-and-re-upload relay between systems.
CLIENT CONTRACTS · VERIFIED SYNC OUTCOMEThe same files, on the connected computer
- Engagement Letter - Northstar Engineering.pdf
- submission-summary.pdf
THE VALUE FOR BOTH SIDES
The file arrives. The filing is done.
From a customer’s browser to an organised Vault and connected computer: one continuous, protected workflow.
For your team
The document and submission details arrive together in an organised Vault folder.
Customer→File Drop→Organised Vault→Desktop
Explore at your pace
WHAT WSD BRINGS TOGETHER
The complexity stays underneath.
Without a connected workflow, someone must collect the file, move it out of email, create a folder and get it to the right computer. Set the destination once and WSD handles the route.
Real Greyfell product captures, using a sample document and test recipients. Screens show selected areas of the actual workflow.
All six demos →