Share or upload files securely
Send, Share, Upload or message securely with any contact or business
Your contacts or employees connect to their portal and upload a document at any time or your team can share back out to your client - All in the same portal. And our portals are conversational so start a discussion or ask a question on a document. We've also added e-signature support so not only can you share, you can also request your contact or employee to review, agree and sign with any touch device.
Plus we have a built-in ticketing app so you can manage your customer questions and uploads, assigned to team members and track progress - But keep the document in your secure platform for privacy. .
And our portals are not just for customers - Use for sharing initial passwords with new employees, or sharing sensitive HR discussions, documents or medical reports.