PortalsXpress
PortalsXpress enables secure document sharing between clients and field offices, with personalized portals reflecting company branding. Users can print directly to their portals using a PDF driver, while intuitive Padlocks ensure document security. Enhanced features like searchable document archives and customizable auditing facilitate efficient document management without compromising confidentiality.
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Top PortalsXpress Features
- Secure document sharing
- Branded client portals
- Direct-to-portal PDF printing
- Intuitive document security padlocks
- Configurable document auditing
- Searchable contact notes
- External hyperlinks for documents
- Email alerts for uploads
- Custom portal solutions
- No software installation needed
- Secure document search engine
- Access permission controls
- View and edit documents
- File download and upload capabilities
- Manage individual portals easily
- Document change tracking
- Group access management
- Prevent accidental deletion
- User-friendly web interface
- Tailored branding options
