The Objective
Secure File Sharing
Suralink's Secure File Sharing Platform was a new feature designed to allow users to securely share links to upload portals. The goal was to create a simple, intuitive, and highly secure method for firms to request and receive documents from clients without requiring them to log in.
Contribution
My Role
As the Project Manager and UX/UI Designer, I was responsible for:
Leading the UX/UI design for the Secure File Sharing platform.
Collaborating with stakeholders to define the user needs and security requirements.
Developing Product Requirement Documentation (PRD) and designing user flows.
Creating interactive prototypes and high-fidelity UI designs.
Conducting usability testing and refining the design based on feedback.
Working with developers to ensure smooth implementation and feature completion.
Building and maintaining a custom UI library
Key UX Solutions &
Platform Features
Secure File Upload Portal
Objective: Enable users to share a secure link where clients can upload files without needing an account.
Key Features:
One-Click Secure Links: Firms can generate secure upload links for clients.
Expiring & Permission-Based Access: Customizable expiration dates and permission settings.
Drag-and-Drop Uploads: Users can easily upload multiple files at once.
Status Updates: Real-time tracking of file uploads.
Encryption & Compliance: Ensured all uploads meet industry security standards.
Key UX Solutions &
Platform Features
File Request & Management
Objective: Simplify the process of requesting and organizing client-submitted files.
Key Features:
Customizable Requests: Firms can specify required files and set deadlines.
Automated Notifications: Clients receive reminders to submit their documents.
Real-Time Dashboard: Firms can track submissions and pending requests in one place.
Secure Storage Integration: Uploaded files are automatically organized within the system.
Key UX Solutions &
Platform Features
Client Experience & Accessibility
Objective: Ensure a seamless, frictionless experience for clients submitting files.
Key Features:
No Login Required: Clients can access the upload portal via a secure link without needing an account.
Mobile-Friendly Interface: Optimized for both desktop and mobile submissions.
Live Error Feedback: Users receive real-time validation messages to prevent upload issues.
Download & Confirmation Receipts: Clients can download uploaded files and receive confirmation emails.
Design Solutions
Challenges & Design Solutions
1. Balancing Security & Ease of Use
Challenge: Ensuring file uploads remain secure while minimizing user friction.
Solution: Implemented one-time secure links with configurable expiration and permissions.
2. Reducing Support Requests for File Upload Issues
Challenge: Users frequently encountered errors with incorrect file formats or failed uploads.
Solution: Added real-time error handling and validation before uploads were submitted.
3. Encouraging Client Adoption
Challenge: Some clients were hesitant to use new file-sharing methods.
Solution: Designed a minimalist, intuitive interface with guided prompts and simple navigation.
Results
Final Outcomes
The launch of the Secure File Sharing Platform resulted in:
Increased file submission rates due to a more accessible upload process.
Reduction in client support requests related to file uploads.
Higher security compliance with expiring links and encrypted transfers.
This feature successfully streamlined document collection for firms while ensuring a smooth and secure experience for their clients.
