Did the client receive the papers?
Now you know
Security companies send clients the same documents over and over: licenses, insurance certificates, invoices, compliance papers. CGuardPro lets you bundle them into a folder for the client, deliver it through their app or by a private link, and see whether it was opened.
Real product screenshots
Short answer
Client document delivery lets a security company send a set of documents to a client and confirm it was received. In CGuardPro the office groups files already stored on the client’s record into a folder and delivers it either inside the client app or through a private link that expires after 72 hours — useful for an accountant without an account. Every download goes through the platform, so the company can see whether and when the documents were downloaded.
At a glance
- Delivered via
- Client app, or a private link
- Link lifetime
- 72 hours
- Tracking
- Downloads recorded
- Source
- Documents stored on the client’s record
The document chase
Attachments lost in email
The license PDF went to an inbox that nobody at the client reads.
Payment delayed by paperwork
The client’s accountant needs the compliance packet and has no login.
No proof of delivery
“We never got it” ends the discussion when you cannot show otherwise.
How delivery works
Build the folder
Pick the documents already on the client’s record.
Send it
Deliver it to the client app, or generate a private link.
Link expires
Private links last 72 hours, long enough for a weekend and no longer.
See the downloads
Each download is recorded, so you know if the documents were received.
What you gain
- Documents organized per client
- Delivery to people without an account
- Expiring links instead of open attachments
- Proof of download when it matters
- Clients find past documents in their app
Frequently asked questions
Does the recipient need an account? +
No. A private link works without an account; clients with the app also find the folder in their documentation section.
How long does a private link last? +
72 hours.
Can I see if the client downloaded the documents? +
Yes. Downloads go through the platform and are recorded.
What kind of documents can be sent? +
Any file stored on the client’s record, such as contracts, invoices, licenses and certificates.
Also in CGuardPro
Stop resending the same PDFs
Book a demo and send a sample document folder to a test client.