Answers you need. Nothing complicated.
How document requests, storage, verification, and subscriptions work.
Simple for you.
Simple for them.
From the first request to the final approval, DocDropIt keeps documents in one place.
Contact support →Do clients need to sign up?
No. Clients return using their private request link and a one-time code sent to their email. They do not need to create a new password.
Can both parties download uploaded files?
Yes. The subscribing business can download through its dashboard, and the email-verified client can download their submitted files through the client portal, while its access period remains valid.
Where are the documents stored?
The deployed service uses private Amazon S3 storage for files and Supabase managed PostgreSQL for accounts and request metadata. The local demo stores fictional data locally. Early-access restrictions still apply.
Can a client upload files over multiple visits?
Yes. Each checklist item may be submitted separately. Clients can verify their email again to return, see statuses and download existing uploads.
What if a document is wrong?
The business can reject the item with a reviewer note. The client can provide a corrected version while the request is open.
How long can clients view completed requests?
The pilot currently checks a private request link against a 365-day validity window. A final retention and deletion policy must be published before launch.
Are automatic reminders included?
The deployed service checks enabled reminders every six hours and follows the cadence selected for each request. Closed, completed and paused requests are excluded. The local demo only creates message previews.
Is the service suitable for tax returns, bank details, IDs or medical records?
Not yet. The pilot is not approved for sensitive or regulated data; additional security, legal and compliance work is required before such uploads.
How does billing work?
Solo, Agency and Business are monthly Stripe subscriptions. Customers can cancel through the billing portal at the end of their paid billing period, with access continuing until then. The local demo does not process payments.
Who can access my business data?
Business accounts are separated by organization. Staff access and privacy controls must be independently assessed before production launch.