A human resources software to meet all the needs of your collaborators. eXo Platform is a digital workplace solution that helps you connect and engage your employees and improve your business processes. Document management through a Huddle document portal takes the pain out of collaborating and file sharing externally. Keep your customers engaged by delivering a OneStop digital experience. The Portal Connector comes with these great tools! OpenKM is an electronic document management system ⦠You can even use our mobile apps to stay productive when you're on the road, or set email notifications direct to your existing inbox. Shed the weight of paper and complex software. Diligent Boards, ⦠Clients tell us it's 80% more efficient than email! Document sharing and collaboration management software SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. Client Portal is a beautiful dashboard (that lives on your website) to keep all your projects assets in one place. The Agent Portal is the real-time gateway to securely access account information and the documents agents need while on the phone with the consumers, giving agents the ability to immediately deliver documents straight to the consumersâ preferred device. It protects client confidential data by sending documents securely, for remote approval and e-signature, with one click! Online document preview, review files without having to download them. ⦠Fully branded : Client Portal, Project Management, Invoicing, File Sharing, CRM, IM, Messaging & more. With e-signatures powered by Adobe Sign, recipients can electronically sign documents by typing their name or uploading their signature on a computer. Advanced Activity Tracking. The smart way to collect information & documents from clients. Revolutionize internal communications by bringing together all employees inside a private and secure enterprise social network. Communicate has all the features needed in a law firm client portal (like two-factor authentication with full data encryption) with the ease of use of texting and ⦠Upload files and download files up to 10GB ⦠Upload multiple files at once, directly into your browser, via simple drag-and-drop. A simple way to organize, connect, and manage all parts of your business in one place on the Microsoft Office 365 platform. Make a good impression, and show off your brand. Combining content, files, and people, a Huddle document portal ensures all of your important client and document activity is kept in one, auditable place. Diligent Boards. 13 Documents provides Trustees with an easy file transfer service. Client portal software enables businesses and clients to access highly confidential documents anywhere and at any time. Using a Anonymous Portal to Access Documents Build easy access document portals for teams, clients, and partners. Streamline the way you collect source documents, organize client data and share files by using a secure, branded client portal, ⦠Anonymous Portal for Documents A common request of a document management software solution in many business sectors is to provide a simple to use and low cost Anonymous Portal that allows internal and external users to access documents that are stored in the repository. A client portal, like a customer portal, is provided by a company, built with client portal software, which gives clients the ability to securely login and access information, files, and services online. And, because a Huddle is cloud-based, you'll never miss an important client update. Your customers will be able to review, download, edit and upload documents from their personal devices anywhere. By Diligent. Drake Portals provides your practice a secure website on the SecureFilePro.com domain where you and your clients can exchange confidential documents safely and conveniently. => Visit Nifty Website. Start Free Trial/Get Demo Now. Everyone’s activity is tracked and time-stamped, so if you share a document through a Huddle secure portal, our concise audit trail lets you easily see when your employees, or clients views your document, and who they’ve shared it with. End the frustration of losing time tracking down a misfiled document. It's a single location, that can be accessed through your web browser, so it's simple to set-up, and use - even for ⦠For more information and details on how 13 Documents can help your Trusteeship, click the button below. OnBoard is board & leadership portal that streamlines meeting preparation & provides your leaders with more accurate & timely information across all devices. Secure, customizable, locked down proprietary software that wipes clean every session. FileCenter, the low-cost leader in document management, only concerns itself with one thing: setting you free. Rubex by eFileCabinet is a centralized solution for all your documents⦠Spend less time printing, faxing, emailing and mailing returns and other documents. With easy-to-use, conversational style messaging and secure file sharing, Smokeball Communicate is unlike any legal practice management software client portal. Board portal software and meeting tool designed to improve the board experience by simplifying meeting management and communications. Docusoftâs Portal is the flexible document delivery service for anyone who needs fast and secure document ⦠Document Management Software All Your Important Documents in One Place Free yourself to focus on the work that really matters. Huddle will automatically sync the latest activity across all of your devices, and manages versions, so that everyone always has access to the latest documents, actions, and tasks. Confusion over different versions, lost attachments and clients sending the wrong documents all waste your valuable time. Save. A Huddle client portal takes the pain out of collaborating and file sharing externally. Upload files to your client portal faster and more conveniently. Now more than ever, you need meeting management that's comprehensive, secure and simple to use. Allows better knowledge continuity by moving data from network silos and local drives to a well-protected centralized repository. The Leading Web Portal Solution for Dynamics CRM and Dynamics 365. How do I create an electronic signature? Streamline workflow. It lets you easily and securely request or share files with anyone â clients, customers, vendors, employees. (177 reviews) Visit Website. If you regularly collaborate and share documents with clients, using Huddle for your document management provides a more engaging, secure, and personal experience. Our users spend 10-20 minutes. Web-based and on-premise solution that helps businesses build websites with integrated messaging, SEO management and content curation. These portals are integrated into a software platform where customers can log in through a private password-protected or open public gateway. Get a free demo of our Virtual Cabinet Document Management System and Online Client Portal. With government-grade security, granular permissions control, and a clean, simple to use interface, it's a convenient way to collaborate with clients and is the leading SharePoint and Sharefile alternative. Boards that still use the print and mail method for board document management see less engaged boards and experience document distribution challenges as well as higher costs. With features for secure document distribution and onboarding with document request features. Share your files easily and securely by creating a link to a public or ⦠Products » Compare » Client Portal If you go with a stand-alone system, itâs ⦠Openkm Enterprise. With Huddle, you can request up to 500 files at a time, with assignees automatically notified of new requests. A 24/7 web portal for customers for sharing documents, content, billing and more. Oracle currently supplies technology and applications to over 90% of communications companies worldwide, and 17 of the top 20 most profitable communications companies run Oracle ⦠Diligent Boards, ⦠Huddle lets you build document portals for your employees, clients and partners where you can securely share work, manage document storage, track versions, and even request approvals against document changes. Provides companies with the means of finding the right information wherever it is located, inside or outside the organization. Govern confidently from anywhere. Give customers and your team access to only the data that's relevant to them. There’s nothing to install and no complex sign-up process. Wikis, blogs and forums ensure social-enabled knowledge bases for improved teamwork. What a pain. SaaS portal for organizing and streamlining employee and customer correspondence. A powerful, simple to customize platform with integrated tools to promote and share knowledge and content within an organization. Digital Workplace integrating work and learning. Connect your brand to a better customer experience Share files in the client portal software with your customers in the cloud, collaborate with seamless version control, organise all past jobs: all without cluttering their email. Just upload PDFs, and let your clients access at their convenience. Simple sign-up process for your clients using their own email address. Huddle lets you build document portals for your employees, clients and partners where you can securely share work, manage document storage, track versions, and even request approvals against document changes. Suite of productivity applications; access files and applications from any Internet-connected computer. Price: Starter: $39 per month. End the struggle. SmartVault's online document storage and secure file sharing solution comes with a built-in client portal, so you can securely and easily share files with employees, clients, and vendors. Every event that happens within your client portal is tracked, including individual document sharing activity for every user. It delivers a continuous connected experience with an all-in-one suite of collaborative services. Instead of waiting until a client faxes in or emails a document, firms can provide their clients with a list of documents required, which the client, in turn, can simply upload to the portal ⦠If first impressions matter (and they do), portal software helps your business make a great one on employees, customers, business partners and more. A Client Portal Software Thatâs Easy to Use Start connecting and collaborating with your customers through the client portal. Eliminate email overload, and keep conversations aligned to your content. Enterprise application platform that helps businesses create, manage, publish web content, and websites through a modular architecture. Bitrix24 #1 free intranet portal with 4 million companies using it worldwide. Try Free. (177 reviews) Visit Website. Legally binding electronic signatures Assign tasks to your team and clients, and track through a shared calendar. OnBoard is a virtual board & leadership meeting management portal. Offer Free Access, Time, or Charge for use. Connect Airtable (Google Sheets in Beta) for an instant portal to engage your customers, interact with your partners and empower your team. The best examples use the same encryption methods used for online banking, ensuring that your data is secure both during upload and when being ⦠BoardEffectâs board document management software allows for easy-to-use, secure hosting, creation and distribution of board documents for ⦠It's also more secure than sharing through email. Integrates with your existing productivity tools (G-Suite, Microsoft Office). Capterra directories list all vendors—not just those that pay us—so that you can make the best-informed purchase decision possible. If you need to collate reference materials at the start of a client project, you can even use Huddle to request and upload documents directly from your client by using the File Request feature - it saves time, administration and keeps projects on track. Learn more about SurferQuest Business Solutions, Learn more about MarketGrabber Directory Software. To make it truly yours, you can brand it with your company logo, color schemes, and custom subdomains to link to your website. Bitrix24 #1 free intranet portal with 4 million companies using it worldwide. Huddle makes it easy to create beautifully branded workplace portals for your clients and partners. Start a 30day Free Trial or Get Demo. Seamless two-way integration between your existing Microsoft Dynamics CRM and Dynamics 365 information and a secure and customizable online portal gives you more effective, accurate, and profitable Customer Service experiences faster. Discover what thousands of ⦠Deployment strategies and pricing. A mobile app makes meeting prep and communication simple and convenient. Online directory management system that helps users create business directories, generate SEO-friendly URLs, manage featured ads & more. Industry-standard security practices are deeply ingrained into our internal culture, software development, and service operations. With Huddle, you can request up to 500 files at a time, with assignees automatically notified of new requests. Moxtra powers one-stop customer portals, providing a private communication hub, for all of your external and internal users - under your brand. Capterra is free for users because vendors pay us when they receive web traffic and sales opportunities. All file types supported, including PDF files, video and all Microsoft Office formats. Remote-ready for you to govern confidently from anywhere. With bank-level security, granular permissions control, and a clean, simple to use interface, it's the leading Sharefile & Microsoft SharePoint alternative. Applications ; access files and documents Collecting documents through email and online storage quickly into. E-Signatures powered by your database in Airtable trusted client portal faster and more conveniently IT-support for. Files at a time, with assignees automatically notified of new requests accounting, repair... That 's relevant to them confidential data by sending documents securely, for all Important... End the frustration of losing time tracking down a misfiled document sharing documents content. And upload the documents while the companies can regularly update these files and communications your Important documents in place. Time tracking down a misfiled document builds personal relationships that email just can ’ t.! A 24/7 web portal solution for Dynamics CRM and Dynamics 365 shared calendar share and sell access at their.. An all-in-one suite of productivity applications ; access files and sensitive data discuss. Or Charge for use assets in one place to work, learn, and... Engage with your customers through the client has to log on, create an account, and conversations... 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