Spend less time chasing and checking partner files.
Give partners one controlled place to exchange recurring files. Automate routine handoffs, reduce manual handling costs, and keep access and activity under control.
Collecting files, explaining corrections, and checking what happened all take staff time. DTO Flow gives partners and your team a shared process that reduces that overhead.
Free your team from repetitive follow-up
Partners submit and collect files through one shared portal, with clear requirements and status updates. Your team spends less time chasing attachments, answering routine questions, and coordinating the next step.
Handle more exchanges with the same team
Reuse file requirements and automate routine handoffs to reduce the work behind each exchange. Recover time for higher-value work and reduce the need for extra administration as volumes grow.
Control access and keep actions traceable
Keep files private and access in the right hands. A shared history of who did what makes each exchange easier to account for and supports security and compliance reviews.
Illustrative assumptions. Compare the value of time recovered with subscription, setup, and ongoing administration costs.
Solutions
For teams that need recurring partner file exchanges to run cleanly.
Partner IntakeGive every exchange a clear starting point
Set expected files, periods, partners, and due dates so everyone knows what comes next.
Validation and SecurityCheck files before they reach your systems
Set clear file requirements, check incoming submissions, and keep every submitted file safely archived.
Tracking and AutomationKeep the full exchange visible
Track every submission from arrival to acceptance, then make the accepted file available and signal when it is ready.
How it works
Put a repeatable process behind every partner file.
01
Define Recurring File Exchanges
Set up each recurring exchange as a feed with its cadence, expected files, partners, and handoff path. The whole exchange is visible before anyone starts chasing the next attachment. Use Subfeeds when several partners share the same setup but need separate tracking.
Monthly, weekly, or deadline-driven file schedules
Required and optional files listed up front
Partner access, progress, and handoff visible in one place
Give each partner one controlled place to submit recurring files instead of chasing attachments, shared-folder links, and status updates across email threads. In a partitioned feed, partners see the files and history of their assigned Subfeed.
Partner-facing upload and download portal
Status for each recurring exchange, with separate tracking per Subfeed
Keep spreadsheet-heavy workflows predictable by checking structure, columns, values, dates, numbers, and duplicates before the next business process begins.
Excel and CSV contract validation
Friendly partner feedback for fixable issues
Accepted files are clearly identified for the next step
Run the same recurring exchange with more partners, without repeating the setup work. Subfeeds keep each partner's files and history separate, so your team always knows where things stand.
One feed · 200 partner SubfeedsApril reporting · 200 partners
94%
Submitted188 of 200 partners
98%
Passed validation184 of 188 submitted reports
12Awaiting submission
4Need correction
Separate files and history for every partner.
07
Keep Key Actions Traceable
See who changed a feed, uploaded or downloaded a submission, and what happened next. Each action stays connected to the same accountable exchange instead of disappearing across disconnected messages.
See who was responsible for each action
Feed changes, submissions, downloads, handoffs, and validation activity in one place
Clear timing, responsible people, and outcomes for each recorded action
Give your team less file handling to do next month.
Try DTO Flow with a real partner exchange and see where it saves work. Or talk through your process with us to assess the fit, access controls, and potential savings.