During the onboarding process, you may need to send us sensitive information for upload to Bob.

The safest way to do this is to upload your information directly to Bob. You can find out more about how to do that here.

If you need help and have got in touch with us to upload your data, we recommend some simple steps to protect your sensitive information:

  • Send us your data in one of the templates provided for upload (you can download these directly from Bob).

  • Save your spreadsheet with a password - File > Passwords > Set a password to open.

  • Email your now password-protected document and the password in separate emails to your Customer Success Manager.