Boost your business productivity by using a secure document portal that enhances your workflow and protects your clients' sensitive information.
Compared to traditional document collection methods such as hard copy delivery and email, document portals deliver security, efficiency & unified...
Client document portals can significantly reduce time, improving not only workflow efficiencies but also customer and employee experience. Learn more.
Choosing a secure document portal can be tough. Here are some options (and their costs) to consider when deciding between client portals.
Here are 5 ways you can use automated and secure client portals to improve the customer experience within commercial lending.
Online client portals are becoming the new standard for collecting documents, improving productivity and eliminating potential security risks...
Not all customer portals are created equal. Therefore, it's crucial to know which key features of customer portal software work best for your...
How to build a business case for an automated document and data collection solution in your organization. Manage document workflows better with...
Using a client or document portal is the best way to move towards paperless onboarding. Here's our take on how to best digitize your onboarding.
How do you receive large files from clients? Here's our 5 step guide to receive large files. Using FileInvite can really help streamline the process.