Case-scoped access
A vendor invitation opens one assignment, not a customer account or workspace directory.
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.
Case-only vendor access
Immutable file revisions
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 plan
$19/month
Software for the handoff itself.
Vendor or specialist remediation labor is not included.
Exchange makes the owner of the next action visible without giving every participant access to the whole system.
Your team
Add the source file, deadline, instructions, and internal reference. Every revision stays attached to the same case.
External vendor
Invite a vendor to a case-scoped portal. They can see and update only the assignment you shared, not your workspace or other documents.
Your reviewer
Compare the file history, request another revision, or approve the version that is ready to deliver. The original upload remains intact.
Recipient
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
What Exchange is not
Designed around least access
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.
A vendor invitation opens one assignment, not a customer account or workspace directory.
Uploads become numbered revisions with file metadata and SHA-256 integrity records.
Recipient links can expire, be revoked, and stop after the configured download limit.
Case status shows who has the next action, so deadlines do not disappear between inboxes.
The $19 price stays predictable because the plan covers the workflow software, with clear limits instead of surprise overages.
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.
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.
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.
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.
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.