# Document exchange: upload links instead of email attachments > Exchange documents securely with customers, without email attachments: create a link, the customer uploads, you check and file with one click. Add-on module for €5 per month per company. Source: https://1x1it.de/en/workorderagent/dokumentenaustausch/ Exchange documents securely with customers, without email attachments. You create a link, your customer uploads, you check the files and file them with one click. [Request a demo](https://1x1it.de/woa/demo-anfrage) [All modules at a glance](https://1x1it.de/en/workorderagent/) Document exchange Add-on module - **Upload link:** per customer or without a customer - **Your customer:** no login, works on a phone - **Validity:** up to 90 days, can be revoked at any time - **Protection:** password and PIN by email, both optional - **File size:** up to 45 MB per file - **Filing:** after review, with the customer, in the CRM or in the DMS - **Price:** €5.00 per month per company plus VAT Sample data Click to enlarge. ## From link to filed document Your customer needs no account and no app, just the link. - Create a link: You create an upload link for a customer or without a customer and set how long it is valid and how many files may come in. - Pass it on: Copy the link or send it by email straight from the WorkOrderAgent. - Customer uploads: Your customer selects several files at once or takes photos with the phone camera, removes anything that doesn’t belong and then sends the files. - Check and file: The files arrive in the inbox. You look at them in the preview and file them with one click with the customer, in the CRM or in the DMS. ## Settings for each link What suits tax paperwork doesn’t have to apply to a site photo. - **Expiry date:** A link is valid for up to 90 days. After that it no longer accepts files. - **Password and PIN:** If you like, you protect the link with a password. You can also require that your customer receives a PIN by email before uploading. - **Number and size:** You set the maximum number of files and the size allowed for each, up to 45 MB per file. - **Revoke:** You can revoke a link at any time, even before it expires. Sample data Click to enlarge. ## What your customer sees A plain upload page, made for phones. - No login: Open the link, choose files, send. Your customer doesn’t need an account. - Multiple selection and camera: Select several files at once or photograph paperwork directly with the phone camera. - Check first, then send: Before sending, your customer sees the selection and removes files that don’t belong. ## The inbox in the WorkOrderAgent Nothing is filed until a member of staff has checked it. - **Preview:** View PDFs, images and text files directly in the inbox preview. - **Read status and filter:** The inbox shows what has already been read. The customer filter shows only what belongs to one customer. - **Filing with one click:** After the check, you file the document with the customer, in the CRM or in the DMS. If you like, you also make it available in the customer portal. - **Confirmation by email:** New documents trigger a confirmation by email. You adapt the designed email templates in the settings. ## The other way round, too Documents your customer needs from you are shared by link as well. - **Sharing by link:** You share documents with an expiry date and, if you like, a password. A download log records when they were retrieved. - **Section in the customer portal:** The [customer portal](https://1x1it.de/en/workorderagent/auftragsverwaltung/kundenportal/) has a new section, “Dokumententausch” (document exchange). Sample data Click to enlarge. ## What happens to the files - **Encrypted connection:** Uploads and downloads run over HTTPS. - **Encrypted until filed:** Uploaded files wait in encrypted form until a member of staff has checked and filed them. After that they sit in the WorkOrderAgent like any other document. - **File type and size:** On upload, the WorkOrderAgent checks file type and size. Uploads are logged with IP address and time. - **Virus check:** If the ClamAV virus scanner runs on the server, it checks files up to 25 MB. ## Frequently asked questions ### Does my customer need an account or an app? No. Your customer opens the link in the browser, on a PC or a phone, and uploads without logging in. If you set a password or PIN, they enter it first. ### Do the files go straight to the customer record or the DMS? No. Everything arrives in the inbox first. A file is only filed once a member of staff has checked it, then with one click with the customer, in the CRM or in the DMS. ### How large can the files be? Up to 45 MB per file. You set the number of files and the size limit for each link. ### Are files checked for viruses? The WorkOrderAgent checks file type and size on every upload. A virus check with ClamAV covers files up to 25 MB if the scanner runs on the server. Larger files are not scanned. ### Is it end-to-end encrypted? No. The connection is encrypted with HTTPS, and files wait in encrypted form on the server until they are checked. Once filed, they are part of the normal WorkOrderAgent data. ### Can my customer upload from abroad? The WorkOrderAgent pages, including the upload page, can only be reached from approved countries. ### What does document exchange cost? Document exchange is an add-on module. We activate it per company; it costs €5.00 per month per company plus VAT. ## Related [DMS & OCR Filing with full-text search](https://1x1it.de/en/workorderagent/dms/) [Documents in the CRM Paperwork on the customer record](https://1x1it.de/en/workorderagent/crm/dokumente/) [Customer portal Documents and appointments for your customers](https://1x1it.de/en/workorderagent/auftragsverwaltung/kundenportal/) [All modules The WorkOrderAgent at a glance](https://1x1it.de/en/workorderagent/) ## Collect paperwork without email attachments? Request a free demo of the WorkOrderAgent or ask us about activating document exchange for your company. [0173 644 22 17](tel:+491736442217) [Request a demo](https://1x1it.de/woa/demo-anfrage)