Features

This page describes what Secure File Transport can do, organized by capability. Each feature is written from a business perspective — what it does and why it matters. For setup and technical details, see the Admin Guide

Every file is protected with encryption and access controls.

• End-to-end encryption — All files automatically encrypted using AES-256, the same standard banks use.

• Encryption in transit & at rest — Files encrypted when traveling over the internet and when stored in your system.

• Zero-knowledge storage — Cloud Maven cannot access your files, even in encrypted form.

• Role-based access control — Only authorized users can access specific files; others see nothing.

• Real-time audit logging — Every file access tracked automatically with user, timestamp, and action.

What it means for you: Sensitive data stays protected from breaches, hackers, and unauthorized access. Compliance audits prove protection automatically.

Files flow through your processes automatically, without manual handoffs or email.

• Automatic document routing — Files route to the right person based on type, status, or rules you define.

• Conditional workflows — Trigger approvals, verifications, and notifications based on document type or content.

• Scheduled automation — Reminders, expirations, and cleanup run automatically 24/7.

• Salesforce Flow integration — Build no-code automation using Salesforce's visual builder.

• Time-based actions — Auto-expire files, send renewal reminders, or escalate pending approvals after a set time.

What it means for you: Processes that took days now take minutes. Staff spends time on analysis, not file shuffling. Mistakes disappear.

Find any document in seconds instead of hours.

• Automatic tagging — Files auto-tagged based on type (tax returns, patient records, contracts, etc.).

• Smart metadata — Capture document type, source, owner, compliance category, and retention dates automatically.

• Bulk tagging — Organize hundreds of files at once with a single action.

What it means for you: "Where's that client's 2024 tax return?" becomes a 3-second search instead of a 30-minute treasure hunt.

Know exactly what happened to every file, when, and by whom.

• Complete audit trail — Every access logged: user, timestamp, IP address, device type, action (view/download/share).

• Real-time dashboards — See file volume, processing times, bottlenecks, and team productivity at a glance.

• Automated compliance reports — HIPAA, PCI DSS, GDPR audit reports generated with one click.

• Export capabilities — Audit logs and reports exported as PDF or Excel for compliance submissions.

• Alerts — Immediate notification if any upload fails or if there is any issue at the time of requesting files.

What it means for you: Compliance reviews take 1 hour instead of 16 hours. Zero guessing about who accessed what.

All major compliance frameworks built-in — no separate tools needed.

• HIPAA support — Encryption, audit logs, access controls, and retention policies meet HIPAA requirements.

• PCI DSS compliance — Payment card data protected with encryption and restricted access.

• GDPR readiness — Data residency options, right-to-deletion, and consent tracking built-in.

• FERPA for education — Student record protection, access controls, and retention policies.

• SOC2 controls — Security, availability, and confidentiality controls proven by third-party audit.

• Pre-built compliance templates — Audit reports, retention schedules, and access logs auto-generated for inspections.

What it means for you: Pass compliance audits in hours instead of weeks. Zero violations risk. One platform handles all regulations.

This feature helps send reminders to the customers to upload the requested files.

• Automatic file expiration — Expire the request to upload the file after the deadline.

• Pre-expiration reminders — Send notification at frequent intervals before a file request expires.

• Pre configured templates — Easy to configure templates to send reminders

• Customizable notification schedules — Set how often and when you want to be reminded.

What it means for you: Compliance never falls behind. Documents requested on time. Deadlines met automatically.

Work securely from anywhere — field, home, coffee shop.

• Full mobile app — Upload, download, and manage files on iOS and Android.

• Same encryption everywhere — Mobile access has identical security to desktop.

• No VPN or setup required — Works on any WiFi or cellular connection, no special IT configuration.

• Offline access — Download files while online, access them later even without connectivity.

• Single sign-on (SSO) — Use your company login (Okta, Azure AD, etc.) — no extra passwords.

What it means for you: Remote workers, field teams, and distributed organizations work the same way as office staff — securely and compliant.

Designed for business users, not IT specialists.

• Intuitive interface — Most users productive within 5 minutes of first use.

• Minimal training needed — No steep learning curve or complex procedures.

• Integrated into Salesforce — One login, one system — no context switching or extra tools.

• Clear error messages — If something goes wrong, users understand what happened and how to fix it.

What it means for you: Fast adoption, low training cost, minimal IT support tickets.

Connect to your other business systems and tools.

• Salesforce integration — Native to Salesforce — works with Flows, Apex, Omnichannel, Communities.

• Webhook support — Send file events to external systems (webhooks for third-party apps).

• API access — Programmatic file operations for custom integrations and batch processing.

• Email integration — Attach files securely to outbound emails with one click.

• Third-party apps — Integrate with Docusign, Box, Slack, Microsoft Teams, and more via Salesforce.

What it means for you: Extend beyond Salesforce without expensive custom development.

Related Pages

• Overview — What Secure File Transport is and why it matters

• Admin Setup Guide — Installation and configuration steps

• User Guide — How to upload, share, and manage files

• Troubleshooting — Common issues and solutions