Set expected files, periods, partners, and due dates so everyone knows what comes next.
Partner File Gateway
Make partner file exchanges predictable.
Stop chasing partner files over email. Turn every recurring file exchange into a structured, secure workflow your team can trust.
Solutions
For teams that need recurring partner file exchanges to run cleanly.
Validate Excel/CSV structure, confirm incoming files meet expectations, and keep every submitted file safely archived.
Track every submission from arrival to acceptance, then make the accepted file available and signal when it is ready.
Features
Core capabilities for predictable recurring file intake.
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.
- Monthly, weekly, or deadline-driven file schedules
- Required and optional files listed up front
- Partner access, progress, and handoff visible in one place
Centralize Partner Submissions
Give each partner one controlled place to submit recurring files instead of chasing attachments, shared-folder links, and status updates across email threads.
- Partner-facing upload and download portal
- Feed-level status for each recurring exchange
- Original file archive for every submission
Set Clear File Expectations
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
Keep Teams and Systems Ready for the Next Step
Keep people and connected systems aligned around the same accepted submission, with less manual follow-up and a clearer handoff.
- Keep the right people informed as files move forward
- Trigger timely updates in connected workflows
- Connect partner and internal systems when you are ready to automate
Find the Right Partner File with Its Full Context
Find the exact partner file your team needs, together with the period, sender, and submission history that make it meaningful.
- Every submission stays connected to its period and partner
- Private EU cloud storage for retained partner files
- Find and download retained partner files when your team needs them
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
Resources and support
Explore practical resources or talk to us.
Explore practical guides for smoother partner file intake, or speak with us about the recurring exchange you want to improve.
Talk through your partner file workflow and see how DTO Flow can make the next exchange easier to run.