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Files & eSignatures

Share files and request eSignatures. Replaces Google Drive, Dropbox, ShareFile, and DocuSign.

CAPTERRA
G2 GROUP
GETAPP
SOFTWARE ADVICE

Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure

Internal experience

Seamlessly organize the files for your clients

File management.

On the Files tab, each client has an associated files channel. Select the one you want and easily upload files, add links, and get organized with folders.

Client experience

A user-friendly experience for clients

A simple UI.

When clients click on the Files tab, they can see their own files and similarly add links, upload new files, and get organized with folder.

eSignatures

Comprehensive eSignatures

Comprehensive eSignatures.

Internal users can initiate an eSignature request with any PDF file. Once initiated, clients can sign in a few easy steps.

Notifications

Product and email notifications

Integrated notifications.

Internal users and clients get notified about new shared files on their sidebar and via email. And the eSignature process also notifies parties when a step is required or a document is finalized.