Client Portal | Voters

Client Portal

Lee Quarton

Is there a way to set up a simple portal or view where clients can check which files they've already sent me? I’d like them to be able to log in and see a list of their submitted files, so they don’t need to keep asking for confirmation.

November 13, 2024

Tim Buteyn

I would really love to see the client portal. We pass files back and forth with our clients all the time and they want us to use SharePoint. I was hoping this was an alternative. Sending download/upload requests a link at a time is cumbersome. I'd prefer to see a dedicated link you could give to a client that went to a page were you or they could upload/download files.

Links are OK for one-time or short-term clients, butfor ongoing client relationships, a dedicated portal page makes way more sense.

GVMarketing

Hello, oh my, how great would it be if the client could create their own portal immediately when receiving the link, with the entire history there?

Rishi U.

We can send an email to the recipient (if they leave they email) which will list the files they sent, would this be sufficient? As for a dedicated client portal would require some thought and use case...

Precise Mastering

Rishi U. sending the client an email with a confirmation of the files they sent would be great! To have it from the custom domain name would be perfect, so using the master account email address would be ideal in this case <3