Help center
Questions, answered.
Everything you need to know about exchanging sensitive documents with Doqubox.
01
Getting started
What Doqubox does and what your clients experience.
Doqubox is a secure way for organizations to request, receive, and send confidential client documents. Your clients use a simple link in their browser while your organization manages everything from one workspace.
Doqubox is built for organizations that regularly handle sensitive client documents, including accountants, financial advisers, real estate agents, healthcare professionals, and other professional services.
Email attachments can remain in inboxes, backups, and forwarded messages. Doqubox provides a dedicated exchange flow with controlled access, clear status, recipient verification, and automatic retention.
No. Clients open your secure link in a modern browser and upload or download there. They do not need a Doqubox account or an app; a verification code may be required for protected access.
After registration and account activation, you can use your standard secure upload page straight away. Branding, team members, a custom domain, and a custom sender address can be configured later if your plan supports them.
02
Requesting and exchanging documents
The day-to-day flow for uploads, requests, and secure delivery.
Create a document request, list each file you need, and send the generated link to your client. Doqubox shows which items have arrived, whether the request is complete, and when a reminder was last sent.
Your upload link is a permanent general intake route for a website or email signature. A document request is created for one client and includes a checklist of the specific files you need.
Yes. Paid plans let you send files through a protected download link rather than as email attachments. Depending on your settings and plan, the recipient confirms access by email or SMS code.
Yes. Incoming files appear in your inbox, document requests show their progress, and sent messages record download activity. This gives you a clear trail for follow-up and internal control.
You can send reminders for an open document request. If a client uploads the wrong file, ask for the correct document again; the request checklist keeps the expected items clear.
Yes. You can revoke an active sent message. Its download link will stop providing access, even if the original message has been forwarded.
03
Security and privacy
How access, encryption, and retention protect sensitive files.
Doqubox combines secure links, encryption, passkey-based account access, recipient verification, access controls, and automatic retention. This keeps documents out of ordinary email attachments and makes access easier to control.
For supported secure document flows, files are encrypted in the browser before upload and decrypted for the authorized recipient. They are not handled by the platform as ordinary readable attachments.
Doqubox is designed so files in supported end-to-end encrypted flows are not available to the service as readable documents. Limited technical processing may differ by workflow; our privacy and security pages describe the current controls in detail.
Doqubox supports safer handling of personal data through controlled access, encryption, data minimization, and retention controls. Your organization remains responsible for choosing what to collect, who may access it, and how it fits your own GDPR obligations.
Doqubox is intended for temporary exchange, not long-term archiving. The default retention period is seven days unless an account setting or customer agreement provides another period. Download or process documents before they expire.
A forwarded link does not necessarily provide access. Protected flows can require a verification code, links remain available only for a limited period, and active sent messages can be revoked.
04
Plans, teams, and branding
Choosing a plan and adapting Doqubox to your organization.
Yes. Essential is free forever for one user and provides a secure upload portal with end-to-end encryption. Upgrade when you need document requests, secure sending, branding, or team features.
Essential suits a simple secure intake point. Professional adds document requests, secure sending, and branding for solo professionals. Business adds five users, SMS verification, a custom domain, and a custom sender address.
Yes. Business includes five users and supports additional paid users. An administrator invites colleagues, who create a passkey and are approved before receiving access to confidential documents.
Professional includes your logo and brand color. Business also supports a custom upload domain and sender address. The domain owner must add the requested DNS records before these settings can be verified and activated.
Every plan has the storage and monthly transfer shown on the pricing page. Paid plans can add transfer per GB. Business includes 10 SMS messages per month and five users; additional SMS messages and users are charged at the listed rates.
You can upgrade when your needs grow. Paid subscriptions renew monthly and can be cancelled from your account up to seven days before renewal. Your access continues until the end of the paid subscription period.
05
Access and troubleshooting
Quick answers when access or a configuration is not working.
Passkeys use the security built into your device or password manager, such as a fingerprint, face recognition, or PIN. They are easier to use and more resistant to phishing than a reusable password.
Try an up-to-date browser, the device or password manager where your passkey is stored, or another trusted device. A synchronized passkey provider and a second trusted device help prevent loss of access.
The retention period may have expired, the sender may have revoked the message, or your account may not yet have the required access. Ask the sender to create a new exchange if the document has expired.
Activation happens only after Doqubox finds and validates the required DNS record. Check that the record matches exactly; DNS changes can take time to become visible across the internet.
Account administrators can view and download invoices from the subscription and invoices area. A payment mandate is used for recurring subscription invoices.
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