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Relayd

From first request to final delivery.

Relayd follows a document through its whole life: requested, received, reviewed, organised, delivered and retained. Here's what each step looks like for you and for your client.

  1. Step 1 of 6

    Request

    Your team
    Add a client, then create a Request — a checklist of named documents with optional instructions — or a Drop for general uploads. Start from a template, choose accepted file types, a size limit and when the link expires. Relayd can email the link for you — and follow up with polite reminders — or you can copy it and send it however you like.
    Your client
    Opens the link on their phone or computer. No account, no app. They see your business name, what's needed and what's already done.

    Mortgage application

    2 of 4

    • Photo IDAccepted
    • Proof of addressAccepted
    • March bank statementSent · needs review
    • Latest payslipWaiting
  2. Step 2 of 6

    Receive

    Your team
    Each upload arrives in your Inbox already attached to its client, its source and the request item it answers, with who sent it and when.
    Your client
    Uploads files or takes a photo of the paper document. Each file shows its own progress and a clear “Received” when it's done.

    N Northgate Lettings

    Upload your documents

    For your tenancy at 14 Elm Row. No account needed.

    Drop files here

    PDF, JPG, PNG, HEIC · up to 25 MB

    payslip-september.pdfReceived
  3. Step 3 of 6

    Review

    Your team
    Preview PDFs and images in place. Accept, reject, or request a replacement with a reason. Accepting the last required item completes the request.
    Your client
    Sees which items are accepted and, if something needs replacing, the reason and your note — on the same link. Their new upload becomes version 2.
    March bank statementPriya Shah · Mortgage
    Passport scanOmar Haddad · Visa renewal
    P60 2025Lena Novak · Year-end

    Client · Request item · Received 09:41

    Accept Replace
  4. Step 4 of 6

    Keep every version

    Your team
    Nothing is overwritten. Replaced and rejected versions stay on the document with their reasons, so you can always see what was sent and why it changed.
    Your client
    Never has to wonder whether the right file reached you.

    Proof of address · versions

    1. v2CurrentAwaiting review

      council-tax-bill-2026.pdf

    2. v1Replaced

      IMG_4021.jpg

      Blurry or unreadable. The address was cut off.

  5. Step 5 of 6

    Deliver

    Your team
    Choose documents already in Relayd or upload new ones, pick an expiry and email or share the link. Optionally limit downloads or require an email code. Revoke it any time. The exact versions you chose are what's delivered.
    Your client
    Downloads the files from a simple page. No account needed — at most a one-time code from their inbox.
    Sent to Lena Novak

    Your 2025 accounts

    Final accounts 2025accounts-2025-signed.pdf · 1.2 MB
    Link expires 20 Oct · revocable any time
  6. Step 6 of 6

    Retain

    Your team
    Search every document by title, file name or client, and see which recorded expiry dates are coming up. Each client record and document has its own activity history: uploads, reviews, deliveries, opens and downloads.
    Your client
    Can come back to an open request link until it's complete, closed or expired.
    1. 14:23“Final accounts 2025” downloaded
    2. 14:22Delivery opened by recipient
    3. 11:05Delivered 1 document to Lena Novak
    4. 10:48Accepted “P60 2025”
    5. 09:12Lena Novak uploaded “P60 2025”

See it with your own documents.

14 days free · No card required · Your clients never need an account