File & Document Sharing Portal
Securely storing, sending and sharing files has never been easier.
Upload, done! Download, check! Using a client portal to exchange files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your company & brand integrity.
Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your customers.
File & Document Transfer
-
Securely deliver large files to anyone without requiring your recipients to log in
-
Password protect the delivery, set an expiration, or limit the number of downloads
-
Use the portal to bypass size limitations associated with sending documents via email
-
Easily send large files to non-techy clients or customers with an easy-to-use interface
Highly-Organized File Structure
-
Each Client is given a dedicated Sharing Folder, and can have as many as needed
-
Each Project has its own dedicated Sharing Folder, with a sub folder for each Task
-
You can create your own sub-folder structure and can customize for each Client
-
Set notifications so that your Client is notified whenever you share a folder
-
You can download all files & documents in a folder packaged into a ZIP file
Convenient File Request Feature
-
You initiate the request, and the Client receives a hassle-free link via email
-
You can pre-assign which folder the requested info will be uploaded to
-
Clients don’t need to be logged in to upload the requested information
-
When the File Request is fulfilled you are notified by email
-
You can add a deadline to the Request if needed for your services
