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Smarter automated electronic delivery of sensitive documents

Extend electronic delivery and return of sensitive documents with external users

DMPlatform Hub and Spoke
Automating the delivery of application-generated documents and notifications by email is not new.

But, its use is severely impacted when you need to exchange information that is sensitive and needs to be sent:

  • securely outside the organization
  • to the recipient's platform of choice - PC, mobile device or web browser
  • without requiring special software or keys to open it
  • without size limits on the information being transmitted
  • subject to PII or PCI protection and audit Compliance tracking


Intuitive mobile viewing experience 
of encrypted data


Existing electronic delivery forces the user to come to your website for this information. This is often perceived as inconvenient and problematic by the customer.

Protect your workflow data in-transit using secure email automation

Now you can safely extend your existing workflows to external recipients.

Capture data from your business processes, encrypt it, then transmit it to the appropriate recipient. The recipient can open the data locally, regardless of the computing environment they use – cloud, mobile device or PC.

Then allow the user to add information to the document, return it back to you and automatically ingest it into your application system.

And track each step.

The result: streamlined delivery of information directly to the recipient; reduction in hard copy mailing costs; reduction in cost and time of capturing the information back into your databases; demonstrable adherence to privacy regulations and policies.

Consequently, call center costs reduce and customer loyalty improves.


This technology is used today in many industries, including Government, Financial Services, Insurance, Healthcare and Education. Applications include the delivery of:

Legally-required distributions

Business process improvements

  • Statements - 401K, retiree benefits,
    payroll, W2 and bank accounts
  • Tax return form submissions
  • Privacy Policy documents
  • Prospectus Disclosures
  • Loan Applications
  • Claims documents
  • Criminal Background checks
  • Board Communications
  • Financial Aid Applications
  • Clinical trial information

Lights Out Operation

The solution requires nothing new for the user to learn, leverages your existing technology investment and can be used as a lights-out, secure cloud-based software-as-a-service operation.

The solution is modular, so you can select and prioritize:

Contact Re-Soft today to get help!


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