Implement Your Own Client Document Portal
Help turn your Website into a pro-active business tool by impressing clients with your own Website file sharing facility. Adopt a more professional approach for sending and receiving important documents.
Only
£395 + VAT
One-off cost
FREE Implementation
free implementation
Integrates With Any Website
Our Client Document Portal integrates seamlessly with any Website and the great news is, we implement it for you, free of charge.
The fully automated system, notifies both you and clients, when a file has been uploaded, to either view, download or comment on. All files and comments are kept in chronological order, making it easy to identify the latest draft or final document.
Rated 5 out of 5
Why offer this service?
Good Reasons To Help You Decide
- It is the professional approach for sending and receiving files.
- Gives greater control over sharing files or documents.
- Speeds up the process of signing-off documents.
- Eliminates bounced emails, due to file sizes being too large.
- Gives you and clients a shared view of uploads and downloads.
- Greatly enhances the visitor's perception of your customer service facilities.
- Cost is no longer a prohibitive factor.
- Makes your Website work much harder for you.
demonstrations
Client & Administration Interfaces
- Client Interface (1:06)
- Administration Interface (1:44)
Get up-and-running in days
Impress Clients & Visitors With Your Very Own Client Document Portal
features
Making Your Website A Proactive Business Tool
- Seamless integration with your website
- 45 minute learning curve
- Unlimited telephone training
- Mobile friendly, auto responsive
- 10Gb of storage (if on our Servers)
- Both you and clients can add comments to files
- All files and comments, date stamped
- Attach files to more than one client
- Automatic email notifications of file uploads or new comments
- Unlimited client and User accounts
- Quick Dashboard file/client status
- Easy download of uploaded files
- FREE implementation service
- 24/7 access to your own Administration Panel
- View files and comments by client
- Clients login directly from your website
- Facility to change text in automatic emails
- Easily back-up your database
quick answers to
Frequently Asked Questions
What Hosting facilities will I require?
Most leading Hosting Suppliers in the UK include all the latest software on their Servers to enable our Document Portal to run.
Since it is a database solution, it will require a MySQL database, running on a Linux Server (most websites run on the Linux platform). Most Hosting providers include at least two MySQL databases, as standard.
If they don’t offer this basic facility, then perhaps it is a good time to change supplier. If you would like to move your Hosting to us, then please complete the Contact Form at the bottom of this page and we will be glad to help you. We offer a first class Hosting & Email service for as little as £78 + VAT per year. This also includes a FREE SSL facility, amongst a host of other desirable features.
Will I need to download any software?
No, there is no software to download onto your local PC. Everything is handled by your Website.
What information will you require from me?
The easiest approach for you, is to put us in touch with your existing Web Designer, assuming they are responsible for your Website and Hosting.
If you have made your own Hosting requirements, then you can simply put us in touch with your current Hosting suppler. Typically, we would require access to your Hosting account, allowing us to create a new database and upload files.
If you would rather not give access to your Hosting Admin Panel, then we would require;
- FTP details for your Server, to allow us to upload the files.
- Host, Username and Password for your MySQL database
- For you to add a simple snippet of code to the web page, displaying the Login Form for your clients.
How do I pay for this service?
You can either pay online by clicking any of the Order links on this page, or you can contact us and we can process your order manually.
When you pay online, you can either pay by Credit/Debit Card or by Electronic Bank Transfer.
If paying by Credit/Debit Card, after creating an Account, you will be transferred to our Payment Processor, Paypal, to make the payment.
What is the implementation process?
Once we receive your Order and assuming we have not already spoken with each other, your order will be passed to your Dedicated Account Manager. They will contact you within four hours (usually quicker), to discuss the installation and suggest the best way to proceed.
Typically, many clients prefer to contact us and discuss their requirements before ordering, in which case, we would normally process the order manually and take payment via Bank Transfer.
How quick your Client Document Portal goes live, depends on how soon we can get all the neccessary information. It can be up and running within a matter of days.
Keep Website Visitors And Clients Coming Back To Your Website Again And Again
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