Files and eSignatures
Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign.

The files module makes it easy to securely share files with clients and complete eSignature requests.

Internal User views

Internal users see channels for each client and can easily share files with any one of them

An eSignature request can be initiated with any PDF file

Client User views

Client can see their files, upload new ones, and respond to eSignature requests with an intuitive drag-and-drop experience

Email notifications

Branded email notifications are sent if files have been shared or an eSignature request initiated

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