01
Select the file
Register the file through your account or agent. Rootsure handles the calculation automatically.
Automation consultancies · Delivery leads
A final report your client can check.
Your agent records the final report or proposal and gets a reference to share. The client can check their copy without access to the agent's runs.
A reference for the file you share.
When you share the file
A reference for each handover.
After several revisions, the client asks about the final version. Keep the deliverable's reference and share it with them. Once ready, the portal automatically checks the copy they select.
For reports and proposals your agents prepare for clients.
How it works
Select. Share. Check.
02
Get a reference
Get a reference with a registration date and a link to share. The certificate may still be in preparation.
03
Check a copy
Once the certificate is ready, the recipient opens the link and selects their copy. The portal automatically checks whether it matches.
A check that fits your workflow.
Keep approvals and delivery records. A matching copy does not show that the client received or accepted it.
You can register the file through your account or agent. If the certificate is still in preparation, check its status through the link.
Let's discuss your case
Which handover needs a verifiable reference?
Tell us what file you share and who needs to check it. Let's discuss how to add a reference to your workflow.