PortalsXpress

Stop emailing attachments. Spin up PortalsXpress and give every client a private, branded space that carries your company’s name, logo, and colors. Invite stakeholders, set what they can do (view, upload, edit, comment), and mirror your real-world structure with folders per engagement, project, or department. Clients and field offices work in the same place you do, so the latest file is always the one on screen. Turn on notifications for the events you care about, and choose the channel so time-sensitive items never get lost.

Speed up handoffs with the built-in virtual printer. From Word, Excel, Acrobat, or any app that can print, choose the PortalsXpress PDF printer, pick the client or project, and the document lands in the right portal with the correct tags. No exports, no manual uploads, no naming gymnastics. Use this for invoices, proposals, CAD plots, or signed agreements—anything you’d normally send as a PDF. Add a note, set a due date, and the recipient gets alerted via email, SMS, voice call, RSS, or push, based on your routing rules. Clients can open the file, annotate, or upload a revised version without leaving their portal.

Tighten control with Padlocks when something is for restricted eyes only. Create Padlocks for roles like Accounting, Legal, or Executive, or lock to named individuals. Apply one or more Padlocks to a file or folder to limit visibility instantly; if you’re preparing payroll, board packets, or sensitive contracts, only the intended group will see them. You can keep separate workstreams in a single portal—general materials for the client team, finance docs sealed for your accounting staff, and leadership reviews Padlocked for your CEO—without duplicating storage or moving files around.

Keep the workspace clean and compliant with built-in housekeeping. File Analysis flags ROT (redundant, outdated, trivial) content so you can archive or delete clutter and reclaim storage. Schedule reviews of aging folders, bulk-remove stale drafts after sign-off, and keep only what matters. Configure brand elements once so every portal looks consistent, then template your folder structures to standardize delivery across engagements and field locations. Finally, use Alerts to trigger instant, multi-channel notifications when key events occur—or if there’s an outage—so your team and clients stay informed without manual follow-ups.