A cloud-based document portal enables you to organize and consolidate your documents into a single online repository that can easily be shared with potential clients.
After many months of designing and building, we’re excited to announce the roll out of our new Document Portal that provides an improved experience to help you easily create a custom investor portal or tenant portal for your clients.
Below is what you can expect with the new release.
New Setup Wizard
Simple, streamlined experience to get your document portal up and running in a few steps. From configuration settings to an easy drag-and-drop file upload feature.
Mobile Optimized Experience
Share documents with your clients at anytime from anywhere with a fully optimized experience for all devices (desktop, table, mobile) and platforms.
Global Dashboard
View the status of all of your active document portals from one dashboard and start the setup process with a click of a button.
Admin Email Notifications
Receive real-time notifications about client activity including new user registration, executed Confidentiality Agreements, and downloaded documents .
Client Email Notifications
Automated notifications to your clients when they’re granted access to the property’s document portal or a specific private folder.
