Secure external document operations

Your document. Their expertise. One secure trail.

Open one secure case, invite the vendor, review numbered revisions, and deliver only the approved file. Exchange keeps the chain of custody visible without opening your workspace to everyone involved.

01

Case-only vendor access

02

Immutable file revisions

03

Revocable final delivery

Built for teams that already have a remediation vendor. Human remediation work remains separate and is charged independently.

Exchange case

Annual report remediation

EX-2048

Chain of custody

Exchange chain of custodyA source PDF moves through a restricted vendor portal, an approval gate, and an expiring delivery link while remaining inside one case.SOURCE FILEannual-report.pdfOriginal stays intactSHA-256 RECORDEDRESTRICTED VENDOR PORTALOnly this caseNo workspace directoryNo unrelated documentsVENDOR ACTION REQUIREDREVIEW GATE · REVISION 03Approved for deliveryDecision and reviewer recordedORIGINAL + ALL REVISIONS RETAINEDFINAL DELIVERYExpires in 72hRevocable link2 downloads leftONE CASE · FOUR CONTROLLED HANDOFFS · COMPLETE HISTORY

Exchange plan

$19/month

Software for the handoff itself.

Vendor or specialist remediation labor is not included.

One accountable path

Follow the file from intake to delivery.

Exchange makes the owner of the next action visible without giving every participant access to the whole system.

  1. 01

    Your team

    Open a document case

    Add the source file, deadline, instructions, and internal reference. Every revision stays attached to the same case.

  2. 02

    External vendor

    Work through restricted access

    Invite a vendor to a case-scoped portal. They can see and update only the assignment you shared, not your workspace or other documents.

  3. 03

    Your reviewer

    Review the returned revision

    Compare the file history, request another revision, or approve the version that is ready to deliver. The original upload remains intact.

  4. 04

    Recipient

    Deliver one approved file

    Issue an expiring, revocable link for the approved revision. Download limits reduce the risk of a link living forever in an email thread.

What Exchange is

A secure operations layer for document work.

  • A single case record for instructions, files, deadlines, and decisions
  • Restricted vendor access without a full workspace account
  • A review gate before a returned file becomes the approved version
  • Expiring and revocable delivery for the final recipient

What Exchange is not

It does not replace the people doing the remediation.

  • It is not an unlimited automated-remediation subscription
  • It does not include vendor fees or DocAccessible specialist labor
  • It does not certify that a returned document conforms to WCAG or PDF/UA
  • It does not promise to preserve an original PDF layout by itself

Designed around least access

Share the assignment, not the workspace.

Exchange limits what an external participant can reach, keeps the file history visible, and gives the final recipient a link you can still control after sending.

01

Case-scoped access

A vendor invitation opens one assignment, not a customer account or workspace directory.

02

Immutable revision history

Uploads become numbered revisions with file metadata and SHA-256 integrity records.

03

Controlled delivery

Recipient links can expire, be revoked, and stop after the configured download limit.

04

Clear ownership

Case status shows who has the next action, so deadlines do not disappear between inboxes.

Plan boundaries

Enough capacity for a real vendor queue.

The $19 price stays predictable because the plan covers the workflow software, with clear limits instead of surprise overages.

Active cases
250
Internal operators
3
External collaborators
25
Workspace
1
File size
Up to 50 MB
Questions before you start

Know exactly what you are buying.

Does the $19 subscription include document remediation?

No. Exchange is the coordination and secure-delivery software. Your own team or an invited vendor performs the remediation. If you want DocAccessible to arrange specialist manual PDF remediation, that human work is assessed and quoted separately.

Is Exchange included in Pro or Team?

No. Exchange is a separate $19/month plan because it serves a different job: managing external document work. Pro and Team cover the automated remediation workflow and have their own document allowances.

Can a vendor see the rest of our workspace?

No. Vendor access is restricted to the specific case associated with the invitation. It does not expose your other cases, documents, members, or workspace settings.

Does Exchange preserve the exact appearance of a PDF?

Exchange does not alter or remediate the file itself; it coordinates the human workflow around it. A skilled vendor can manually remediate the original PDF when exact layout, pagination, forms, or print behavior must remain intact.

Can we use it for secure document sharing?

Yes, when the sharing belongs to a document case. Exchange adds approval, version history, expiration, revocation, and download limits so the final handoff is more controlled than a permanent attachment or open drive link.

Exchange plan

$19

per month

Replace the handoff thread with an accountable case.

Start with a separate Exchange subscription. If your documents also need automated remediation, compare Pro and Team on the pricing page rather than paying for a bundle you do not need.