Client Portal

The Client Portal is where your clients submit documents and complete their Document Requests.

How Clients Access the Portal

When you send a Document Request, your client receives an email containing a Secure Link. This link:

• Provides secure, passwordless access
• Is unique to each client and Document Request
• Expires after a set period for security

The Client Experience

1. Email Notification

Clients receive a professional email with:

• Your organization name and branding
• A clear call-to-action button
• The due date (if set)
• Your personal message (if included)

2. Accessing the Portal

When clients click the link, they land on their personalized portal showing:

• Your organization's branding
• The list of requested documents
• Progress indicator
• Due date reminder

3. Submitting Documents

For each item, clients can:

• Upload files - Drag and drop or click to browse
• Sign documents - Draw their signature on configured documents

4. Confirmation

After submitting all required documents, clients see a confirmation screen and receive an email confirmation.

Portal Features

Progress Tracking

Clients can see which documents are:

• Pending - Not yet submitted
• Submitted - Uploaded and awaiting review
• Approved - Accepted by you
• Needs Revision - Requires resubmission

Messaging

Clients can send messages to your team within the portal to ask questions or provide context about their submission.

Mobile-Friendly

The portal is fully responsive and works on any device.

Customizing the Portal

You can customize the client experience in Settings:

• Organization logo
• Brand colors
• Custom messages