SECURINOS · Features
The tools around your documents.
Securinos combines document organisation, client collection and controlled sharing so an important file has a clear place throughout its use.
Organise your records · Collect what is missing · Share with purpose
Store · Collect · Share
Three parts of document work.
Give it a place
Ask for the missing item
Select the right material
Choose the tool that fits the step, while keeping the document connected to its context.
EXPLORE EACH PART
A closer look at the tools.
Vault
Keep the documents you return to in an organised private workspace, rather than relying on a collection of unrelated attachments and downloads.
Explore vault →Sharing
A document exchange should make clear what is being shared, who should receive it and how long access should remain open.
Explore sharing →Requests
Turn a list of required documents into a clear collection process for you and the person sending them.
Explore requests →Clients
A client space keeps requests, submitted documents and shared results together, so each piece of work stays connected to the right person or project.
Explore clients →Versions
Documents change. Version history helps distinguish a replacement from the record that came before it.
Explore versions →Reminders
A useful document workspace helps you remember when a record needs attention and what a client still needs to submit.
Explore reminders →Teams
The Team plan brings three staff into a shared document workspace with roles and an activity history.
Explore teams →THE DETAILS THAT MAKE IT USEFUL
The complete document workflow.
Private vault
Keep documents in folders, add labels and tags, and search filenames and tags. Start with a structure that matches your household, clients or projects.
Organisation works best when it follows a recognisable pattern. Choose folder names and tags that remain useful as the collection grows, rather than creating a different naming convention for every new file.
Controlled sharing
Create links for selected documents or folders. Set expiry and password protection, choose viewing or download permissions and revoke future access.
The sharing tools are there to make an exchange deliberate. Choose the material first, then review the duration and permissions. Ending service access later does not remove copies that a recipient already kept.
Document requests
Build a checklist, invite a recipient to upload and track Missing, Submitted and Accepted items. Ask for replacements with an explanation.
A checklist makes the difference between a general request for papers and a useful set of instructions. Treat Submitted as a review queue and Accepted as the outcome of your own check.
Client spaces
Keep each client’s requests, documents and completed work together. A separate space reduces confusion between unrelated exchanges.
Client context helps avoid mixing documents from unrelated engagements. Keep incoming material, requests and the results you share connected to the client or project they belong to.
Versions and reminders
Retain earlier document versions and identify the current file. Add expiry dates and reminders for records that need attention.
A version answers which file is current; a reminder draws attention to when something needs action. Use both alongside accurate document information rather than expecting either tool to interpret the record for you.
Team access
Give three staff access under the Team plan, with roles and an activity history. External clients participate through their invitations.
Shared work needs people to understand their responsibilities. Staff access and external invitations serve different purposes. Use the access relevant to the work and review it when responsibilities change.
DOCUMENT WORK, WITH PEOPLE IN MIND
One document, several useful decisions.
Storage, collection and sharing are connected parts of document work. A supporting record may arrive through a request, belong in a client space and later form part of an exchange with another recipient.
The tools have different jobs. Folders provide context, statuses help organise review, version history connects replacements and access settings shape the share.
Use the detailed feature pages to understand those distinctions and choose a plan around the work you do, rather than assuming every application tool belongs to every subscription.
VaultA WORKSPACE WITH USEFUL CONTEXT
Tools with distinct jobs, working around the same record.
A folder organises, a request collects and a shared link provides access. Versions connect replacements, while reminders bring attention to the next date or outstanding item.
Choose the tool for the task and follow the relevant guide. A complete workflow depends on those distinctions as well as the package you select.
Requests
SECURINOS, A WILLFRED PRODUCT
Find the tools for your next document exchange.
Explore the document workflow and choose the package that fits the people doing the work.