Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4
votes
Sarah O'Connor
shared this idea
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Sarah O'Connor
commented
I guess the idea would be that you can turn on a portal for any recipient where they can see all documents you've uploaded for them to review (perhaps sorted by folders). And where either us or them could pass files back and forth. A trusted document exchange area of sorts.
Files can be signed or acknowledged or both.