Portal Features

The client portal is packed with features that make document submission simple and secure:

• Mobile-Responsive Design: The portal works perfectly on smartphones, tablets, and desktops. Clients can upload documents from any device, anywhere. The interface automatically adapts to screen size for optimal usability.
• Drag-and-Drop Uploads: Clients can drag files directly from their computer onto the upload area. Multiple files can be uploaded at once. Real-time progress indicators show upload status for each file.
• Save Progress: Clients don't need to complete everything in one session. They can save their progress and return later using the same secure link. All entered data and uploaded files are preserved.
• Submission History: Clients can view their past submissions and download copies of what they've submitted. This provides transparency and peace of mind.
• Secure Token Access: Each client receives a unique, secure link that expires after use or after a set time period. No password or account creation required, reducing friction while maintaining security.
• File Preview: Clients can preview uploaded documents before submitting to ensure they've uploaded the correct files.
• Validation Feedback: Real-time validation shows clients which fields are required and if any information needs correction before they can submit.
• Progress Indicator: A visual progress bar shows clients how much of the form they've completed, encouraging completion.

Customization

Make the portal feel like a natural extension of your brand:

• Logo and Branding: Your company logo appears prominently at the top of the portal. Brand colors are applied throughout the interface for a cohesive look.
• Custom Domain: Use your own domain (e.g., documents.yourfirm.com) instead of a generic Infile URL. This builds trust and reinforces your brand.
• Welcome Message: Add a personalized greeting or instructions that clients see when they first access the portal. Explain what to expect and provide helpful guidance.
• Support Contact: Display your support email and phone number so clients can easily reach you if they have questions.
• Custom Footer: Add links to your privacy policy, terms of service, or other important pages.