Sending Documents3 min read

How to Request FICA Documents Securely via Link

Collecting FICA documents via email attachments or WhatsApp photos is a massive POPIA compliance risk. PropSign allows you to generate secure, token-gated links where clients can directly upload their ID copies and proof of address into an encrypted, auditable dashboard.

1

Create a FICA Request Template

Navigate to the 'Forms' section in your dashboard and use the Form Builder to create a standard FICA request. You can add specific upload fields for 'South African ID' and 'Proof of Residence'.

2

Generate and Send the Secure Link

Input your client's details and hit send. PropSign emails them a unique, token-gated link. Because no actual documents are attached to the email, there is zero risk of sensitive data being intercepted in transit.

3

The Client Mobile Experience

Your client clicks the link on their phone, accepts the mandatory POPIA processing notice, and can use their phone's camera to snap a picture of their ID and utility bill directly into the browser. No app download is required.

4

Review and Automated Retention

Once uploaded, the documents appear instantly in your PropSign dashboard. The data is locked down, access is logged, and PropSign's automated retention rules ensure the documents are securely deleted once the statutory retention period expires.

Tip

You can set automated reminders on FICA requests. PropSign will automatically follow up with the client via email, saving you from sending awkward reminder texts.