See It. Share It. Solve It.
with ViewDocs and UpLoad
Secure and Seamless Document and Image Sharing with ViewDocs and UpLoad
What is Document Sharing & Uploads?
Fast and secure document sharing for compliant file collaboration with your customers
Disjointed document sharing can significantly impact how quickly you solve issues. Sending customers documents to review offline, having your agents manually present disclaimers and terms and conditions, and using external tools for customer document uploads just wastes time and resources. Grypp eliminates email chains, extra steps, and the use of third-party tools, allowing your teams to seamlessly manage document sharing and uploads in session…. resulting in faster resolutions and seamless, more efficient operations.
With embedded tools for securely viewing, sharing, and collecting documents during live sessions, Grypp ViewDocs and UpLoad replaces the email back-and-forth with real-time, interactive document handling. Ideal for contracts, supporting documents, photos, forms, and media – Grypp’s compliant document sharing and upload features enhance speed, security, and the traceability of customer-submitted materials – supporting seamless document reviews before progressing in the customer journey.
Grypp ViewDocs
In-session document viewing and navigation for sharing and managing documents
Grypp UpLoad
Real-time, secure, and simple file uploading for customers
File Merge & Preview
Combine files and view composite documents and images during live customer interactions
Optimize Document Sharing and Review Live - for More Seamless and Compliant Customer Journeys
Grypp’s document sharing & upload capabilities empower your agents to handle document management in real-time alongside your customers. Boost compliance, speed up time to resolution, and create a seamless customer experience with lightweight, easy-to-use, compliant file collaboration and review.
Accelerate Resolution & Approvals
- Collect missing documents land images live in-session
- Complete applications in real time, without delays
Deliver Stronger Security & Compliance
- Encrypted and secure file exchange
- Full audit trails with traceability for access, edits, and uploads
Enhance CX & Reduced Customer Effort
- No lengthy email chains or external links needed - just drag, drop, and done!
- Conduct agent and customer document reviews together in real time
Reduce Operational Friction
- Shorten case handling time
- Cut down on rework from incomplete or missing files
How Grypp’s Document Sharing & Uploads Work
Complete document reviews and submissions live during the session to accelerate resolution times and streamline your operations
Together, Grypp ViewDocs and UpLoad unlock real-time collaboration between your agents and your customers to view, share, and move through the document review process seamlessly.
During a live session, an agent requests document(s) from a customer, or initiates a review of documents already shared. For ease of document sharing and access, the customer can upload files securely, as well as view shared files. Both parties can view, annotate, and confirm documents directly in the session. Files are then saved and logged within the session history for internal audits or regulatory reporting.
Grypp is powerful on its own but integrating it with your existing software is fast and hassle-free. Our public API makes it easy to embed visual interactions directly into your existing solutions.
Easy to set-up with no installation or downloads needed. Whether your customers are using a computer, tablet, or mobile device, connect anywhere at any time with cross-device connect ability, and simply click a link to start.
Turn Uploads into Outcomes
Boost in conversions by eliminating email chains, extra steps, and external tools that lead to drop-off
Improvement in FCR from real-time file visibility that allows agents to respond instantly
Increase in CSAT by allowing customers to seamlessly and securely upload files directly in the conversation in real-time, with no downloads or logins required
Improvement in NPS with faster, error-free onboarding and real-time doc exchange reducing delays and improving satisfaction
Why Grypp?
Shorten customer case handling time without compromising security and compliance with Grypp’s document and viewing feature. Remove friction and cut through the red tape of extra steps and external tools – and unlock real-time collaboration to create more human, more helpful experiences for your customers.
- Upload, view, annotate, and merge files within one live browser session
- Share instant PDF previews with an easy-to-use PDF viewer, with no download required
- Compatible with images, scans, and documents
- Includes agent side-by-side document walkthrough tools
- 100% audit trail of uploads, views, and actions taken by both your agents and customers
- Seamlessly transition to InteractiveDocs for document signing
Manage Real-time and Compliant Document Sharing with Grypp ViewDocs and UpLoad
ViewDocs
- Share brochures, guides, and catalogs in real time with customers with an easy-to-use, lightweight document viewer
- Easily present terms and conditions - perfect for compliance-driven use cases
- Enable customers to review and confirm documents directly in-session, reducing time to resolution
- Includes full audit trail with confirmation timestamp, user identity, and witnessing agent
- Shifts responsibility to the customer and removes the need for agents to verbally read long disclaimers
- Supports seamless review of compliance documents before progressing through the customer journey
- Improve operational efficiency by standardizing how mandatory documents are shared and confirmed
- Easily embedded into any conversation, with agent-led triggers at the right time
- Ensure that customers fully understand what they agree to with visual clarity
- Instantly export confirmation logs for internal audits or regulatory reporting
UpLoad
- Eliminate email chains by allowing customers to upload files directly into the conversation in real time
- Launch the upload interface instantly within the portal, without adding extra steps or external tools for agents
- Automatically merge multiple files such as PDFs and images into a single document for easier storage and review
- Allow agents to respond instantly and accelerate resolutions with real-time file visibility
- Supports all common formats, including images and PDFs - perfect for forms, evidence, or documentation
- Keep your data and systems safe with built-in virus scanning and security checks
- No logins or downloads required - just upload and go
- Clarify instructions or highlight issues by enabling agents to annotate uploaded files
- Add snapshots from video sessions to the upload flow
- Enjoy peace of mind – everything is logged with audit trails for full traceability and compliance
Document Sharing & Review for Every Industry
Standardize document sharing and review, improve operational efficiency, and reduce time to resolution with compliant file collaboration in every industry.
Automotive
Streamline vehicle purchases, financing, and service bookings by allowing customers to submit license, insurance, and registration documents instantly and securely
Finance
Streamline loan applications, onboarding, and compliance by securely uploading pay stubs, KYC documents, and proof of residence in real time – reducing back-and-forth and ensuring faster decision-making
Healthcare
Manage patient intake files and consent forms – all while staying compliant with health regulations
Insurance
Complete claim forms, upload receipts, and submit photo evidence in real-time with a simple, secure file sharing tool
Property Management
Speed up leasing and tenant onboarding by securely exchanging ID proofs, lease agreements, and utility forms in real time – eliminating delays from email or manual paperwork
Retail
Upload product return documentation and submit warranty claims seamlessly for faster returns
Technology & SaaS
Accelerate customer onboarding and partner agreements by enabling fast upload and approval of NDAs, contracts, and compliance documents
Travel & Hospitality
Simplify travel booking and check-in with instant document uploads for visas, ID, or travel insurance
Utilities
Make service setup and account changes faster by letting customers instantly upload move-in forms, proof of address, meter readings, bill queries and ID documents – reducing delays and improving customer satisfaction
FAQs
What file formats can customers upload during a session?
All common file formats are supported by Grypp UpLoad. Customers can upload images, PDFs, documents, and more during a session.
Can agents and customers annotate documents together in real time?
Yes, both agents and customers can view, annotate, and confirm documents in real time during any live session.
How does the document merge feature work during complex submissions?
During complex submissions, the document merge feature automatically merges multiple files (such as PDFs and images) into a single document for easier storage and review.
Is there a way to preview files before confirming submission or review?
Yes! Within Grypp’s document viewer platform, instant PDF previews populate with no download required before file submission or review is confirmed.
Can uploaded documents be instantly escalated to signature workflows?
Yes, after documents are uploaded, files can be seamlessly escalated to Grypp InteractiveDocs for signing.
Is the upload process secure?
The upload process is very secure. Virus scanning and security checks are built-in to keep data and systems safe.
Do both agent and customer see the same file in real time?
Yes, agents and customers can see the same file in real time – enabling fast and compliant file collaboration.
