From request to official PDF
Titus Docs navigates the official portals for you. The person who authorises is always the holder of the documents.
1. Choose the documents
Under Individuals, you choose the documents for yourself. In the Virtual Office, a professional chooses them for a client and generates a collection link. You can combine documents from several entities and PDF forms in the same request.
2. The holder authorises
Whoever opens the link sees who is requesting, which documents and for what purpose. They confirm, give their consent and enter the credentials for the required portals: the NIF and password for the Tax Authority (Finanças), the NISS and password for Social Security Online (Segurança Social Direta). The Bank of Portugal uses the Tax Authority login. If the portal sends a code by SMS, we ask for it on screen, right then.
3. The robots do the collection
Each portal is handled in an isolated browser on our server. The robot logs in, goes to the right section and downloads the official PDF, exactly as the portal issues it. You can follow it document by document.
4. You receive the documents
The PDFs are ready to download. Professionals see them in the Virtual Office or receive them in their CRM via the API and webhooks. Individuals download them after paying.
What about passwords?
Credentials are encrypted only during the collection, with a short expiry, and are deleted when it ends. Nobody sees them, not even the company that made the request. Never send them by e-mail or message.
What if a document doesn't exist?
Some documents depend on each person's situation: someone who owns no property has no property tax records, someone who is not a pensioner has no pension statements. In these cases we tell you clearly “no data” and, for professionals, the credit is refunded.