A whole file. One secure space.
Messages, document requests, files, and signatures stay in one place. Your team and the people you work with know where to find each document, and you decide who is invited.
Your team
- Manager
- Management
The people you work with
- Client
- Notary
- Accountant
01Around the file
The right people, on each side.
Your team
Several people, permissions for each
- The managers of the file, and the experts you invite.
- Requests with a deadline, validated or sent back with a reason.
- A record of who viewed or downloaded each document.
Your client or partner
What they still need to provide
- Access with a link or a code, or with their Google or Microsoft account.
- The list of expected documents and the deadline.
- Their family or advisors, if you invite them.
T3 rental Les Tilleuls, Julie Moreau
Claire DumontClairbourg Immobilier9:46 PM
Thank you for your interest in the T3 apartment at Résidence Les Tilleuls. To review your application, we need some information about your professional situation and the usual documents of a rental file.
ID document
Valid ID card or passport, front and back in a single file.
Participants
Recipients are external contacts who will receive the invitation. Managers are internal colleagues who can manage this space.
- Julie Moreaujulie.moreau@example.com
- alain.moreau@example.com
- Claire Dumont (you)claire.dumont@clairbourg.exampleAdministrator
- Karim Haddadkarim.haddad@clairbourg.exampleManager
02In a space
What replaces the email thread.
A space brings together what is usually scattered across inboxes, attachments, and a tracking spreadsheet.
- Messages
- The thread of the exchange, with audio messages when text is not enough.
- Requests
- A document, a question, or a form, requested right in the exchange.
- Documents
- Folders, version history, a watermark if needed.
- Access
- Everyone in a space sees the same documents. To keep two parties apart, open a space for each.
- Signature
- The signed document and its audit trail file, filed in the space.
- Log
- Uploads, views, and validations logged, exportable as CSV.
Permissions
Decide who can use each feature in this secure space.
- Messages
- Attachments
- Form responses
- Request responses
- Vault downloads
- Vault uploads
- Vault folders
03The life of a file
From opening to archive.
- Step 01Opening
Invite
A name, a deadline if needed, the people on each side.
- Step 02In progress
Exchange
Everyone sees what they still have to do, and you see where the other person stands.
- Step 03Closing
Close
The space no longer accepts messages or files; the history remains available.
- Step 04Archive
Archive
The finished file leaves your active spaces, and the people you work with no longer have access to it.
04Use cases
For files that run over time.
Sale of a condominium unit
The property manager, the notary, and the seller in the same space.Business financing file
The company, its accountant, and the bank around the same documents.Client identification
The AML documents of a law firm's new client.Sharing sensitive documents
The guide to exchanging confidential documents outside of email.
05Frequently asked questions
Frequently asked questions
Do my clients need to create an account?
No. They sign in with a link or a code received by email, or with their Google or Microsoft account.
Can I control what each participant can do?
Yes. For each space, you set whether your team and the people you work with can write, upload files, or download them, and you can adjust these rights person by person. Everyone sees the same documents, though: to keep two parties apart, open two spaces.
What happens when the file is finished?
You close the space: it no longer accepts new messages or files, and the history remains available to all its participants. You can then archive it: the people you work with no longer have access, and your team still finds it.
Do large files go through?
Yes. There is no size limit per file uploaded to Nestor; only imports from a connector are limited to 100 MB per file. Total storage depends on your plan.
Can the spaces carry our brand colors?
Yes. Your logo, your colors, and your wording appear in the emails and screens the people you work with see.
Do your files involve several people?
Pick a file you are working on: we will show you what it looks like in a Nestor space.
- Fully sovereign European hosting
- No account to create for the people you work with