Workflow outcome
clients know what to upload, staff see what is missing, and every upload is tied to the right record, owner and approval path. This matters because regulated work is rarely just one action. It is a chain of requests, responses, reviews, approvals and evidence.
How the workflow runs
| Step | HubSecure action |
|---|---|
| 1. create a client record | The action stays connected to the same client record, owner, permissions and audit history. |
| 2. send a secure request | The action stays connected to the same client record, owner, permissions and audit history. |
| 3. track missing files | The action stays connected to the same client record, owner, permissions and audit history. |
| 4. review and approve | The action stays connected to the same client record, owner, permissions and audit history. |
| 5. retain the evidence | The action stays connected to the same client record, owner, permissions and audit history. |
Related pages
secure document collectionmodules / vaultguides / best way to collect client documents securelycompare / dropbox
Map this use case to your team
Bring your current workflow and we will show where HubSecure replaces manual chasing, disconnected files and weak evidence.
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