https://store-images.s-microsoft.com/image/apps.7285.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.94b18b23-a69c-45b0-abb6-d7b24e763e20.png

DocPortal

by My Wealth Cloud

Integrate DocPortal with Outlook for simplified document sharing with your clients.

DocPortal is a document management platform that enables you and your clients to securely send, receive, e-sign and permanently store important documents at the touch of a button. Promote your brand and retain and acquire customers, all from within your regular workflows that you can access from anywhere at a moment’s notice.

DocPortal requires an account and thus further charges may be applicable. Please find further information on our website www.docportal.co.uk

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
This add-in can launch itself when:
  • The user adds or removes attachments from an email.
  • The user adds or removes recipients from an email.

At a glance

https://store-images.s-microsoft.com/image/apps.27269.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.53c002c2-4783-4eb0-aeef-b68bb9967d53.png
https://store-images.s-microsoft.com/image/apps.7972.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.96de95e7-be51-478e-933f-43aeddd0b575.png
https://store-images.s-microsoft.com/image/apps.8998.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.45fff501-a068-419e-9ad6-f327619c64ec.png