File Transfer
Securely deliver large files to anyone without requiring your recipients to log in
Password protect the delivery, set an expiration, or limit the number of downloads
Use the portal to bypass size limitations associated with sending documents via email
Easily send large files to non-techy clients or customers with an easy-to-use interface
Highly-Organized File Structure
Each Client is given a dedicated Sharing Folder, and can have as many as needed
Each Project has its own dedicated Sharing Folder, with a sub folder for each Task
You can create your own sub-folder structure and can customize for each Client
Set notifications so that your Client is notified whenever you share a folder
You can download all files & documents in a folder packaged into a ZIP file
Powerful Shared Folders
Use Shared Folders to allow multiple Clients/Circles or Staff/Teams to access a folder
Members in a Shared Folder receive an email notification when they are first added to the folder, and each time there is a new upload to the folder
Automate the addition or removal of Clients to or from Shared Folders with the use of Circles
PDFs, images, and videos can be previewed directly in the browser, and everything can be downloaded from the Portal
Convenient File Request Feature
You initiate the request, and the Client receives a hassle-free link via email
You can pre-assign which folder the requested info will be uploaded to
Clients don’t need to be logged in to upload the requested information
When the File Request is fulfilled you are notified by email
You can add a deadline to the Request if needed for your services
Folder Structure Generators
Automatically set a pre-defined folder structure for a specific type of Client
You can pre-define a folder structure that will be automatically generated for each Contact
Select the appropriate Folder Generator and that structure (both folders & files) will be automatically generated for the created Contact
Simple File Versioning
Easily upload new versions of a document or Client File with a log of versions
Previous versions can be accessed in a click and/or reverted to if needed
Each version is time stamped and organized by date
All versions can be downloaded in one action as a ZIP file
Versioning gives you and the end user the safety of never losing work again
No Limit to File Size or Type
HUGE Files can be transferred at once, tested with files over 2GB
Chunked File Uploading allows the transfer of huge files with no size limit
Use a proprietary file type? No problem, just add the extension
You can limit or disallow the uploading of specific file types
Download Folder as ZIP File
You can pre-create Folders with entire file repositories inside
Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file
Folder structure is maintained and replicated in ZIP file
