Introducing UpLink v1.0

Updated: Jul 13

We are extremely excited to announce the general availability of UpLink!


What is UpLink?

UpLink is a web application that helps manage document requests at scale. Audits, M&A due diligence, employee onboarding, and lending all benefit from the workflow and organization UpLink provides when managing large volumes of document requests.

How does it work?

UpLink attaches a workflow to each request, so that you can easily track the status of each request across dozens or hundreds of projects and clients.


The workflow is simple. You create a request and assign it to someone. They get an email with a secure link to upload files to fulfill the request. At that point, you receive a notification that there's something ready for your review. You can approve or reject what was provided.

What about security?

UpLink was designed from the beginning with security as our first priority. All data is encrypted in transit and at rest, and access to data is restricted at multiple layers (application, API, database) to adhere to the highest security practices.


Can it be customized?

Yes, our enterprise plan allows for custom branding and URLs. UpLink can be branded with your company logo and colors. Talk to our sales team for more details.


Can I enter requests in bulk?

Yes, you can use our Excel integration to load many projects and requests at once. Simply use the provided template, update with your data, and import into UpLink.


What's next?

We're just getting started. We are focused on adding new and exciting features to make managing document requests easy and painless for both you and your clients. Be sure to subscribe to our blog for updates, or send us a note to let us know what you'd like to see us build into UpLink.