Request list management 

UpLink™ is purpose built to securely request, track, and review large volumes of document requests.

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Workflow

Easily manage the back-and-forth 

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Request

Easily create a list of requests for each client. 

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Upload

Your client sees an easy to use, secure portal, to drag and drop files to fulfill each request.

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Review

Download or view documents uploaded by your client.

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Approve

Approve or reject and leave comments to clarify what's wrong.

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Integrations

Create projects and requests using Excel

Use Excel to create projects and requests in bulk.
We provide a template to make it easy.

Tracking & Management

Powerful tools to stay ahead of the curve

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Dashboards
Convenient dashboards display the status of all your requests at a glance.  See overdue items, or those ready for your review.
Notifications
Set up text & email alerts to be notified when your client uploads files for your review. E-mails are automatically sent to your client when you request, approve or reject documents.
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Reminders
Set automatic reminders for your client to upload remaining documents, or send a reminder directly from Uplink. 

Security

 Industry leading security practices

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Always Encrypted

All data is encrypted during transmission to UpLink and when stored on our platform.

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SOC 2 Certified

UpLink security practices and controls have been independently audited by experts.

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Multi-layered access model
 
We apply a multi-layered security and access model to prevent unauthorized access to files and data.

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For Developers

Integrate using our API and webhooks

UpLink was built with a developer friendly REST API from the very beginning. Interact with UpLink programmatically to automate common workflows and integrate our platform to your applications.

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Support

We've got your back

UpLink is extremely easy to use, but if you need support, we're here.  All customers have access to email support, with a 24 hour guaranteed response time. 

Pricing

Simple pricing

Per user or usage-based plans to fit your company. You pay only when your client actually fulfills requests.