Paperfly Connect
Paperfly Connect is your digital hub for seamless collaboration with external partners and customers. Put an end to the chaos of emails, postal mail, and manual data entry.
What is Paperfly Connect?
You decide what your hub looks like and who works in it. Instead of being constrained by rigid software requirements, you can adapt the platform to your workflows with just a few clicks. This brings customers, employees, and partners together in one central place.
Call it a portal, a client or customer area, or simply your Connect Hub. You’ll be amazed at how flexibly collaboration can begin. Build your individual hub exactly the way you need it, in a central environment tailored precisely to your workflows.
Customers, partners, and external stakeholders complete their process steps in a guided way within the hub. Everyone gets their own digital inbox, immediately sees what needs to be done, and provides feedback directly in the system. Because progress is reflected live, your team always knows which step comes next.
Under Connect Services, you can provide ready-made workflow templates—such as address changes, master data maintenance, or invoice uploads—and assign them to the relevant users. Use intuitive self-service administration, and your digital service environment is up and running within minutes.
Connect Hub
Because for the first time, you have full control over how the outside world interacts with your systems—without needing to write code. Connect breaks free from the rigid constraints of traditional portals.
Your partners don’t need their own Paperfly license. No account is required. A secure self-service link is all they need to get started in Connect right away.
Paperfly Connect clearly shows who needs to do what, which feedback is still pending, and which process has already been completed.
Especially for long-running processes that span several weeks, Connect provides a clear overview of all cases, separate from the daily flood of emails.
Complex IT projects, lengthy coordination, and rigid development delay every change. Even minor adjustments can quickly become separate projects.
External users have to register, manage passwords, and often navigate license or role models. This creates unnecessary friction in the process.
Partners often upload unstructured PDFs or incomplete information. Your team has to review, request missing details, and manually transfer data into systems.
Data remains isolated in the portal and then has to be transferred to the CRM, ERP, or specialist system. This creates media breaks and delays.
Services, workflows, and responsibilities can be configured flexibly via drag and drop. New processes can go live quickly, without months-long portal projects.
Partners register once in seconds via a secure invitation link. Without IT approval or license confusion, they get immediate access to their personal workspace.
Intelligent forms check entries, files, and required fields during upload. This ensures data arrives in a more structured format and significantly reduces follow-up questions.
New partners, customers, services, and responsibilities can be added quickly. Your hub grows with your workflows, without additional projects or rigid structures.
Paperfly
External collaboration often involves exchanging sensitive data. Paperfly Connect protects your company and your partners.
Role and permission concepts ensure that partners only have access to the data relevant to their specific assignment.
Every action, every upload, and every view is documented without gaps.
Secure data transfer via highly encrypted TLS connections.
Find quick answers to the most important questions about the Paperfly Connect Hub, effortless onboarding, and automated validation that prevents incomplete document submissions from the outset.
This is where integrated, automated validation comes in. Instead of rigid, unstructured upload fields, Connect uses intelligent forms. During the upload process, the system checks in the background whether all required information has been provided, file formats are correct, and documents are readable. If something is missing or an entry seems implausible, the external partner immediately receives guided feedback. This saves your team the tedious back-and-forth of requesting missing information by email.
Enterprise-grade data protection and compliance are built into Paperfly Connect. Data is transferred exclusively via highly encrypted TLS connections. With a granular roles and permissions model, every external partner is guaranteed to see only the data and processes approved for their specific assignment. In addition, all actions, uploads, and approvals are fully documented in audit-proof audit trails, so you can provide information at any time.
External stakeholders do not need their own Paperfly license, nor do they need to install any software. Access is cloud-based and barrier-free via a secure web browser. You can either give partners direct access through a personalized, secure self-service link or invite them to guided onboarding in just a few clicks.