Introducing the new Knowledge base module Learn more
Replace Google Drive and DocuSign and manage all file-sharing and contracts in your branded client portal.
Over 1,000 companies — from solopreneurs to large firms — use Portal’s secure infrastructure
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.
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.
Comprehensive eSignatures. Internal users can initiate an eSignature request with any PDF file. Once initiated, clients can sign in a few easy steps.
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.
