Key Features
Everything you need to streamline your workflow
Document Checklists
Specify exactly which documents you need. Clients see progress as they upload each required item.
Identity Verification
Verify uploader identity with email OTP or SMS verification before they can access the portal.
Document Annotations
Add comments, request revisions, and accept or reject documents. Uploaders see feedback instantly.
Portal Templates
Save portal configurations as templates. Create portals for common workflows in seconds.
Bulk Portal Creation
Create portals for multiple recipients at once. Send invitations via CSV import.
Bulk Download
Download all submitted documents as a single ZIP file with manifest. Perfect for loan files.
Why Choose This Feature?
- Document checklists with progress tracking
- Email and SMS identity verification
- Document annotations and revision requests
- Reusable portal templates
- Bulk portal creation from CSV
- Automatic notifications when all docs uploaded
- Template sharing with team or community
- Cryptographic audit trail for compliance
Perfect For
See how different industries use this feature
Mortgage Lending
Collect income verification, tax returns, bank statements, and IDs. Track progress across multiple borrowers.
Legal Services
Gather case documents, evidence, and signed agreements. Annotate submissions with revision requests.
Accounting Firms
Request tax documents, receipts, and financial statements. Bulk create portals for all clients at tax time.
Insurance Claims
Collect photos, police reports, and supporting documentation. Verify claimant identity before upload.
HR Onboarding
Gather ID verification, certifications, and employment documents. Different checklists by role.
Real Estate
Collect buyer/seller documents for smooth transaction closings. Templates for different transaction types.
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