Secure Portal
Secure client document exchange and e-signatures
Secure client document exchange
As general data protection regulations tighten and digital threats rise, it's more and more important than ever that businesses and organisations protect not only their own data and documents, but also those of the people they work with and for! Client confidential information and documents do not need be put at risk!
With Docusoft CloudFiler you have your very own branded client Portal. It protects client confidential data by sending documents securely, for remote approval and e-signature, with one click! With features for secure document distribution and onboarding with document request features. Docusoft's Portal is the flexible document delivery service for anyone who needs fast and secure document delivery. Clients can also send you documents too!!
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Everything you need for secure document exchange
A branded portal that protects client confidential data and streamlines document delivery, approvals, and e-signatures.
- Your own branded Portal
- Send documents securely
- Approve electronically
- E-signatures
- Unlimited send
- Signature placement
- Signature templates
- Share files securely
- Process approval
- Client upload
- Automated reminder
- Full audit trail
- Reporting
- Request document sets
Secure document exchange in four simple steps
From send to signature, Secure Portal makes document exchange fast, safe, and fully traceable.
1. Send
Send documents securely to clients with one click via your branded portal.
2. Sign
Clients review, approve and e-sign documents electronically from any device.
3. Track
Monitor delivery, view status, and receive automated reminders for pending actions.
4. Audit
Full audit trail with reporting for complete compliance and peace of mind.
Ready to exchange documents securely?
Protect your client confidential data with a branded portal that makes secure document delivery, e-signatures and approval workflows simple.