TRANSFERS · SECURE FILE SHARING

Send Files to Clients. Know the Moment They're Opened.

Upload files or whole folders, choose who receives them, and share a secure link. No account needed on their end — just a link, a download, and a trail showing exactly what happened.

No Recipient Login Required Download Tracking Built In Works Alongside Requests
14-day free trial No credit card Set up in 10 minutes
No file size limits to fight
Secure, trackable delivery
Know the moment files are opened
One portal-style link for whole folders
SOUND FAMILIAR?

Sending Files Shouldn't Feel Riskier Than Collecting Them

You've solved how clients send things to you. But what about the contracts, reports, and proposals you need to send them?

Without Transfers
  • Large files get rejected or stuck in someone's email size limit
  • Sensitive contracts sit in an inbox with no password, no expiry, no trail
  • You have no idea if the client has actually opened what you sent
  • A generic cloud-storage link works, but it's not branded and feels impersonal
  • Sharing a whole project's worth of files means ten separate email attachments
  • Old shared links stay active forever — no way to revoke access automatically
With Transfers
  • Send files of any size through a secure link — no email attachment limits
  • Add password protection and an expiration date for sensitive documents
  • Get notified the moment a recipient views or downloads your files
  • Every transfer goes out through your own branded GatherMonk workspace
  • Share a whole folder at once — recipients see one organized view, not ten links
  • Set an expiry date and access switches off automatically — no manual cleanup
INTRODUCING TRANSFERS

The Outbound Side of GatherMonk

Requests collects information from clients. Transfers sends files to them. Same secure workspace, same branded experience, opposite direction — so you no longer need a separate tool just for sharing files.

UPLOAD & SHARE

Drop In Files, Pick Recipients, Done

Upload one file or fifty, then choose exactly who receives them — one person or a whole list. GatherMonk generates a unique, secure link for the transfer and sends it out automatically, with no size limits to fight against.

  • Upload individual files or entire folders in one go
  • Share with one recipient or many in the same transfer
  • No email attachment size limits to work around
FOLDER TRANSFERS

Share a Whole Folder, Not Ten Separate Links

When you're sharing an ongoing set of files — every asset for a client, every deliverable for a project — share the whole folder at once. The recipient sees one organized, portal-style view instead of a flat pile of attachments, and can come back to it any time the same way they would with a Client Portal.

  • Recipients see a structured folder view, not a single download link
  • One-click email login — no password, but they can return to it later
  • Add more files to the same folder later without sending a new link
💡 Folder transfers are a natural fit when you're already using a Client Portal for the same client — the two work side by side in the same branded workspace.
SECURITY CONTROLS

Add a Password, Set an Expiry — Or Don't

Every transfer goes out through a unique, secure link by default. For sensitive files — contracts, financial documents, anything that shouldn't stay accessible forever — add a password and an automatic expiration date so the link deactivates itself on schedule.

  • Optional password protection on top of the secure link
  • Set an expiration date — access switches off automatically
  • Extend or revoke any transfer manually at any time
🔒 Password protection and expiration dates are available on GatherMonk's higher-tier plans. See plan details →
TRACKING & VISIBILITY

Know Exactly What Happened, Without Asking

Stop sending a file and wondering if it ever got opened. Every transfer shows you, in real time, whether the recipient has viewed the link, downloaded individual files, or finished downloading everything — right from your dashboard.

  • See viewed, partially downloaded, and fully downloaded status per recipient
  • Per-file download tracking on multi-file and folder transfers
  • Live dashboard view across every active transfer at once
EVERYTHING INCLUDED

Explore All Transfers Capabilities

Unlimited File Uploads

Upload individual files or entire folders — no awkward email attachment size limits to work around.

Included on every plan

Folder-Based Sharing

Organize files into folders and share the whole structure at once with a portal-style recipient view.

Included on every plan

One-Click Recipient Login

Folder recipients get a passwordless, one-click email login so they can return to a transfer any time.

Included on every plan

Password Protection

Add a password on top of the unique secure link for an extra layer of protection on sensitive files.

Higher-tier plans

Expiration Dates

Set a transfer to expire automatically after a chosen period — access deactivates with no manual cleanup.

Higher-tier plans

View & Download Tracking

See exactly when a recipient views a transfer, downloads a single file, or finishes downloading everything.

Included on every plan

Automated Email Notifications

Recipients and admins both get automatic emails for every key event — shared, viewed, downloaded, expiring, expired.

Included on every plan

Multiple Recipients Per Transfer

Share the same set of files with any number of recipients in a single transfer — no resending required.

Included on every plan

Live Transfers Dashboard

See every active transfer, its recipients, and its current status in one place — no digging through email.

Included on every plan
AUTOMATED EMAILS

Everyone Stays Informed, Automatically

Both sides of a transfer get the right notification at the right moment — no one has to check in manually.

To the Recipient

Transfer shared
The initial delivery email with the secure download link.
Transfer expiring soon
A reminder a configurable number of days before the link deactivates.
Transfer expired
Confirms the link is no longer active once it reaches its expiry date.

To the Admin (You)

Recipient viewed the transfer
Notifies you the moment someone opens the link.
Recipient downloaded a file
A per-file download event, useful for multi-file transfers.
Recipient downloaded all files
Your completion signal that the transfer is fully retrieved.
Transfer expiring soon
A reminder to extend the transfer if it hasn't been fully retrieved yet.
Transfer has expired
A housekeeping notification once the link deactivates.
BY THE NUMBERS

What Changes Once You Stop Emailing Files

Based on feedback from teams who moved file sharing into GatherMonk Transfers.

0
Email attachment size limits to work around
100%
Of transfers tracked from sent to downloaded
2 min
Average time to share a folder with a new client
0
Passwords required for the recipient to download
HOW IT WORKS

From Upload to Confirmed Delivery

  1. Upload

    Drop in files or an entire folder. No size limits to fight against.

  2. Choose Recipients

    Add one person or many — each gets their own secure access link.

  3. Set Security

    Add a password and expiry for sensitive files, or share with the default link.

  4. Track Delivery

    Get notified the moment it's viewed, downloaded, or fully retrieved.

WHO USES IT

Any Team Sending Files Outward

If your team is currently emailing attachments or pasting cloud-storage links, Transfers is the upgrade.

Legal Services

Send signed contracts and case files to clients with a password and expiry, and know exactly when they're opened.

Accounting & Finance

Deliver completed tax filings and financial statements securely, with automatic expiry once the season closes.

Agencies

Share a full project folder of deliverables and brand assets in one branded link clients can return to anytime.

Events & Conferences

Distribute event materials, signage files, and recap reports to every exhibitor in a single shared transfer.

HR & Recruitment

Send offer letters and onboarding packets with confirmation tracking, so you know they were actually opened.

Construction & Engineering

Deliver site plans, permits, and compliance documents to subcontractors through one tracked, secure folder.

COMMON QUESTIONS

Transfers FAQ

What is the difference between Transfers and Requests?

Requests is for collecting documents and information from clients — it's inbound. Transfers is for sending files to clients, partners, or prospects — it's outbound. They live in the same GatherMonk workspace and are often used together: collect documents with Requests, then deliver finished work, contracts, or proposals back with Transfers.

Does the recipient need to create an account to receive a transfer?

For a single file or a small set of files, no — the recipient clicks the link and downloads directly, with no account or password required by default. For a folder transfer, the recipient logs in with a one-click email link, the same way GatherMonk's Client Portal works, so there is still no password to remember even though they're accessing a structured folder view.

Can I share a folder of files instead of individual files?

Yes. You can organize files into folders before sharing, and the recipient sees a portal-style folder view rather than a flat list. This is useful when you're sharing an ongoing set of related files — for example, all assets for one client or one project — that the recipient may need to come back to more than once.

Can I password-protect a transfer or set an expiration date?

Yes, both are available as part of GatherMonk's higher-tier plans. Password protection adds a second layer of security beyond the unique link itself, and expiration dates automatically deactivate the link after a set period — useful for sensitive files like contracts or financial documents that shouldn't remain accessible indefinitely.

Will I know when someone has viewed or downloaded the files I sent?

Yes. GatherMonk notifies you automatically when a recipient views the transfer, when they download an individual file, and when they've downloaded everything in the transfer. You can also check the live status of any transfer from your dashboard at any time.

What happens when a transfer expires?

Once a transfer reaches its expiration date, the link is automatically deactivated and the recipient can no longer access the files. Both you and the recipient receive a notification before and after expiration, so there are no surprises — and you can extend or resend a transfer if needed.

Is there a limit to how many people I can share a transfer with?

No. You can share a single transfer with any number of recipients — useful for sending the same set of files to multiple stakeholders at once, such as sharing event materials with every exhibitor or distributing a finished report to several reviewers.

Stop Emailing Files. Start Tracking Them.

Send your first secure transfer in under 2 minutes. Free 14-day trial, no credit card required.

14-day free trial No credit card required GDPR compliant Works with Requests & Client Portal