Product overview
Document Collection Software with Automatic Deletion
Docustody is built around temporary custody, not permanent storage. Launch secure vaults, request documents with guided checklists, and prove every action with audit-ready reports.
Why teams switch
- Replace email attachments with secure, expiring links.
- Show clients a live timeline with deletion countdowns.
- Export audit trails in minutes for FCA and GDPR reviews.
- Eliminate long-term storage risk with automatic deletion.
Core features
Everything you need for compliant document intake.
Each feature is built to reduce operational risk, improve client trust, and save advisors hours every week.
Feature
Automatic deletion with certificates
Set retention windows for every vault and prove documents were deleted on time with exportable certificates.
See details →Feature
Client transparency dashboard
Give clients visibility into who accessed their files, when they expire, and what is still outstanding.
See details →Feature
Audit trails built for compliance
Capture every upload, view, and deletion event to support FCA and GDPR audits without manual logging.
See details →Feature
Guided document requests
Use templates and checklists to request the right documents the first time, reducing rework and delays.
See details →Feature
Secure, expiring links
Replace email attachments with encrypted links that expire automatically and keep files protected.
See details →Compliance built in
Security you can prove.
Docustody captures every document event, from upload to deletion. Compliance teams can generate a full audit report without digging through inboxes or shared drives.
Use cases
- Mortgage onboarding with document checklists.
- Right-to-rent verification for letting agents.
- KYC and suitability reviews for advisors.
- Claims intake for insurance brokers.
Frequently asked
Product FAQs
How does automatic document deletion work?
Documents are automatically deleted after your chosen retention period (typically 14 to 90 days). Both you and your client receive a deletion certificate as proof.
Is Docustody GDPR compliant?
Docustody is built for GDPR compliance with time-bound retention, audit trails, and UK data residency options.
Can we customise document checklists?
Yes. Create templates for each onboarding workflow and reuse them across teams and branches.