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Every question about the app, answered.

186 ANSWERS · 12 GROUPS Got a link from a firm? Your pages are here →
FOR FIRMS · 9 GROUPS · 151 PAGES
01 · 16 PAGES

Getting started

START HERE How do I get started with Confidential Dispatch?You create an account, confirm your email, give your firm's contact details, and then send your first request.
02 · 37 PAGES

Collecting documents

START HERE How does collecting documents work, start to finish?You create a request, send each person their own link, and the documents and answers arrive in that person's folder, where you can open, check and download them.
How do I create a request?What is a request?What types of requests can I create?How do I add the people I am collecting from?Do I have to enter a client's details in full on every request?How do I correct a client's name, phone or email?How do I choose the documents and answers I ask for?What is the difference between a document and a written answer?Can my client fetch documents from DigiLocker instead of uploading them?What is the difference between a required and an optional item?Why can I not change a request after sending it?How do I set how long I keep what I collect?How long can I keep my client's documents for?How long does my client's document upload link stay open?How do I save a request as a template?How do I start a request from a template?How do I change or delete a template?How do I send my client the upload link: WhatsApp, email or copy?What does "Send via Confidential Dispatch" mean?How do I send the links to multiple people at once?What does my client see when they open the document upload link?Which reminders do you send my client, and when?How do I stop reminders for one person?What if my client's upload link expired or was lost?How do I come to know when my client has uploaded documents?What if my client fails to send all documents before the link expires?Can I close a request before every item is in?What happens if a client replaces a document they uploaded?How do I download my client's documents?How do I view a document my client sent?What is the fingerprint in my client's document details?Which files can my client upload, and how large can they be?How do I record notice and consent for documents I already hold?Can I add a person to a request I have already sent?How do I find a request?What do "Mine" and "Everyone" mean at the top of a list?
03 · 11 PAGES

Your clients and their folders

START HERE What is a client's folder and what can I do from it?A client's folder holds everything you have asked of that person and everything they sent, and from it you can ask again, record what they ask of you, end the relationship and give them a copy.
04 · 15 PAGES

Keeping and deleting

START HERE How do retention and deletion work?Every document is kept for the period you promised in the request, you are asked 15 days before a fixed period ends, and unless you renew or keep it, it is deleted when its date arrives and the deletion is recorded.
05 · 14 PAGES

When a client asks

START HERE What can a client ask of me, and what do I do?Your client can withdraw consent, which takes effect at once with nothing for you to answer, or ask for a copy, a correction or deletion, which you answer on the Rights page within 90 days.
06 · 15 PAGES

Proving it

START HERE How do I prove to a client or an auditor what happened?Everything in your account is recorded in a chain you can read on the audit trail, export and check yourself, and this page walks through each part in order.
07 · 10 PAGES

If something goes wrong

START HERE What if I have been breached?You record the breach, copy the two letters we prepare from your answers, send them yourself, record that you sent them, and then close the incident.
08 · 15 PAGES

Your team and account

START HERE How do I manage my team and account?You invite colleagues from Team, give each one a role, protect sign-ins with two-factor, keep your firm's details current in Settings, and export your data when you want to leave.
09 · 18 PAGES

Plans, billing and your account's life

START HERE How do plans, the free period and billing work?You start with 30 free days, then pay for a plan with seats that suit your firm, and Plan & billing is where you renew, change plan, find invoices and see what happens if a payment stops.
HOW IT WORKS AND REFERENCE · 21 PAGES
10 · 11 PAGES

How it works

START HERE How does Confidential Dispatch keep my collection compliant?Each of your clients gets a notice before they upload, their consent is recorded, each request keeps to one purpose, every item is deleted on its own date, every step goes on a record that cannot be changed, and their rights requests are handled in the product.
11 · 10 PAGES

Reference

12 · FOR YOUR CLIENTS · 14 PAGES

A firm sent you a link?

These pages are for the person sending the documents: what the link is, who sees what you upload, and how to take your consent back.

START HERE I received an upload link from Confidential Dispatch. What is it? It is a private link from a firm that wants your documents or your consent, and the pages below follow it from checking that it is genuine to what happens to your documents afterwards.
I received a Confidential Dispatch link asking for my documents. Is it genuine?What happens to my documents after I upload them?Who can see what I upload?How do I come to know if my documents were uploaded successfully?Can I fetch my document from DigiLocker instead of uploading it to Confidential Dispatch?How do I see the receipt of what I agreed to or uploaded to Confidential Dispatch?I didn't save my receipt or rights link. What now?What am I agreeing to when I tick the consent box?Can I read the notice in my own language?How do I withdraw my consent?How do I ask for a copy, a correction, or deletion?The firm asked me to renew my consent. What does that mean?My link for uploading documents to Confidential Dispatch expired. Now what?