File Collection That Works for You

Chasing documents by email wastes hours every week. Missing files stall approvals, delay onboarding, and frustrate everyone involved. altaFlow transforms file collection into a governed, automated process. Set up secure upload portals, validate submissions in real time, and route files directly into your workflow automation pipelines. No more inbox hunting. No more manual file sorting. Just documents flowing where they need to go.

Why Choose altaFlow for File Uploads?

No-Code Upload Portals Build branded file collection forms in minutes using drag-and-drop tools. Request specific document types, set required fields, and deploy without writing a single line of code.

Automated Routing and Workflows Files move automatically once uploaded. Route documents to reviewers, trigger approval workflows, or sync files to your CRM based on rules you define.

Real-Time Validation Catch missing or incorrect files before they cause delays. Require specific formats, enforce naming conventions, and validate completeness at submission.

Reusable Templates and Checklists Create standardized upload requests for common processes like onboarding, compliance, or vendor qualification. Ensure consistency across every submission.

Enterprise-Grade Security Protect sensitive uploads with SSO, role-based access, encryption, and full audit trails. Meet HIPAA, SOC 2, and other compliance requirements with confidence.

Native CRM and ERP Integration Attach uploaded files directly to Salesforce, NetSuite, or SharePoint records. Keep your systems synchronized without manual file transfers.

How It Works

Step 1

Create Your Upload Portal

Design a file collection form with the documents you need. Specify file types, add instructions, set required fields, and brand the experience with your logo and colors.

Step 2

Share and Collect

Send a secure link to customers, partners, or team members. Submitters upload their files through a simple, guided interface that works on any device.

Step 3

Route and Process

Files flow automatically into your workflows. Trigger approvals, attach documents to CRM records, notify stakeholders, or archive to your storage system.

Who Benefits from Automated File Uploads?

Human Resources

Collect new hire paperwork, I-9 documents, and certifications without email back-and-forth. Route submissions directly into HR onboarding workflows for faster processing.

Sales Teams

Contract reviews require precise routing through legal, compliance, and executive approvers. altaFlow ensures the right eyes see each agreement in the correct order, with escalation rules that prevent documents from stalling in review queues.

Legal Teams

Gather executed agreements, compliance certifications, and supporting documentation. Maintain complete records with automatic filing to your contract management system.

Finance and Operations

Collect vendor W-9s, invoices, and tax documents. Validate submissions and route files to accounts payable workflows without manual intervention.

IT and Platform Owners

Standardize file collection across departments. Reduce shadow processes and ensure all uploads flow through governed, auditable channels.

Education and Registrar

Collect student applications, transcripts, immunization records, and financial aid documents. Process submissions faster during peak enrollment periods with education-specific workflows.

Questions & Answers

Does altaFlow integrate with Salesforce, NetSuite, and other CRMs?

Yes. altaFlow offers native integrations with Salesforce, NetSuite, Microsoft Dynamics, HubSpot, and SharePoint. Uploaded files can attach directly to records, trigger workflows, and sync data across your tech stack automatically.

Do I need coding skills to set up file upload workflows?

No. altaFlow provides a drag-and-drop interface for building upload portals and workflows. Operations teams can configure file collection, validation rules, and routing logic without involving IT or developers.

How does altaFlow protect uploaded files and sensitive data?

altaFlow includes enterprise-grade security features: SSO authentication, role-based access controls, encryption at rest and in transit, and complete audit trails. The platform supports HIPAA compliance and SOC 2 requirements.

Can I require specific file types or naming formats?

Yes. You can specify accepted file formats, set maximum file sizes, enforce naming conventions, and require certain documents before a submission is considered complete. Validation happens in real time so submitters can correct issues immediately.

What happens after someone uploads their files? altaFlow routes files based on rules you define. Trigger approval workflows, notify reviewers, attach documents to CRM records, archive to storage systems like SharePoint or Google Drive, or initiate document generation processes.

See Our Product in Action

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Connect Your Entire Workflow

Put Our Knowledge to Work

Collect Files and Documents Without the Chase

Automate file uploads from customers, partners, and internal teams, then route them directly into your workflows.