Use Case
Secure Document Collection with Encrypt Send for Zoom
Give customers a simple, secure way to send you sensitive documents — IDs, applications, financial records — without email, without apps, without risk. Everything arrives encrypted in your Zoom account.
Why current document collection methods fail
Every common method exposes your business and your customers.
Email attachments are unencrypted
When customers email you their ID or credit application, those files pass through multiple servers unencrypted. They sit in inboxes indefinitely, accessible to anyone with account access.
Shared links have no access control
Cloud drive links can be forwarded to anyone. There's no verification that the person downloading is who you intended. One leaked link exposes everything.
Customers won't install another app
Asking customers to create accounts on file-sharing platforms adds friction. Many will just revert to texting a photo or emailing an attachment — defeating the purpose.
How Encrypt Send makes document collection simple
A single portal link replaces all the workarounds.
One link, any customer
Every Zoom user gets a personal portal link. Share it in your email signature, on your website, or send it directly. Anyone can upload files to you — no Zoom account, no app download, no registration.
Identity verification built in
Uploaders verify their identity with a one-time email code. You always know who sent what. Returning visitors are remembered automatically so they don't have to re-verify.
Instant Zoom notifications
The moment a customer uploads files, you get a Team Chat notification with their name, email, and file details. No checking a separate portal or refreshing a dashboard.
Email invites for document requests
Need specific documents from someone? Enter their email and Encrypt Send sends a branded invitation with a direct upload link. They click, upload, done.
QR code for in-person collection
Customer sitting in front of you? Open the In-Person Share page and they scan a QR code with their phone to upload files instantly — no email, no login required.
Files stored in your Zoom account
Uploaded files go directly to your Zoom account. Encrypt Send never stores your files on its servers — nothing remains on our infrastructure after the transfer is complete.
Full audit trail
Track every document event — received, downloaded, revoked — and by whom. Export to CSV anytime. Events are retained for 12 months so you always know what happened.
Audit Log
File access and transfer events from the past 12 months.
Received +1 (555) 012-3456
Received 1 file(s): contract.pdf
Downloaded +1 (555) 012-3456
Downloaded: contract.pdf
Link accessed Anonymous
Share link accessed (batch xK9m...)
Sent alex@example.com
Sent 1 file(s) to +1 (555) 012-3456: contract.pdf
How document collection works
Three simple steps from your customer's perspective.
Customer opens your link
They click your portal link from an email, your website, or a direct message. No app to download, no account to create.
They verify and upload
They enter their email, receive a one-time verification code, and upload their files. For in-person sharing, they just scan a QR code — no email needed.
You get notified instantly
Files arrive encrypted in your Zoom account and you receive a Team Chat notification with the sender's details and file information.
Secure by design
Encrypt Send is built so that customer documents are protected at every step — from upload to storage. No files are stored on Encrypt Send servers, and no readable customer data is saved in our database.
- All files encrypted in transit
- Email verification prevents unauthorized access
- Files stored exclusively in your Zoom account
- Supports compliance with FTC Safeguards Rule encryption requirements
Ref: FTC Safeguards Rule — 16 CFR 314.4(c)(3)
Related resources
Learn more about how Encrypt Send helps you share files securely.
Secure File Sharing for Auto Dealerships
See how dealerships use Encrypt Send to collect credit applications and IDs from customers through Zoom.
Learn more →FTC Safeguards Rule Compliance
Learn how encrypted file sharing through Zoom helps meet FTC requirements for customer data protection.
Learn more →Ready to secure your file sharing?
Install Encrypt Send from the Zoom Marketplace and start sharing files securely in minutes.
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