ZlyntOffice
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Clients · Client documents

Client documents shared through secure links.

One vault for each client, linked to their requests. Share files and collect deliverables through secure links that expire and can be withdrawn.

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One vault per client

Every file the client sends lands on their record. Filing what you deliver there, and finding any file by name or by message, are coming soon.

What's inside

Client documents, in detail.

Coming soon
  • Payment links
  • Your domain and logo
  • E-signatures
  • Client portal

  1. Linked to requests

    Each file sits on the request it belongs to, so the brief stays next to the work it shaped.

  2. Every project file in one placeComing soon

    Open a project and you will see every file delivered for it, past and present.

  3. Upload links for clients

    Send a client a link, and what they upload lands on their record.

  4. Search by nameComing soon

    Type part of a file name and you will find it in the client's vault.

  5. Find it by messageComing soon

    Ask "Send me Halberd's signed SOW" in the app, and ZlyntOffice will find it and reply with the file in the same thread.

In practice

Collecting a signed SOW

  1. Priya sends Northwind a secure link for the signed SOW.

  2. Northwind confirms with an email code and uploads it.

  3. The file lands on Northwind's record, and the link expires.

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