Secure File PortalGoverned document intake
Secure prospect upload, with confidence.
Send documents directly to YTS through an advisor-specific link. Files remain protected while validation, scanning, and SharePoint controls complete.
Secure links
Permanent advisor links avoid exposing internal IDs or storage details.
Quarantine first
Documents are checked before YTS staff can access them.
Audit ready
State changes preserve transfer, retention, and SharePoint evidence.