Software Alternatives & Reviews

Top 5 Best Document Management Software With Client Portal in 2022

  1. Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
    Pricing:
    FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.

    #Documents #Document Management #Document Automation

  2. Send and track file sharing management

    #Document Automation #eSignature #Document Management

  3. Secure file sharing and sync
    Citrix ShareFile is a secure cloud-based content collaboration tool that enables enterprises to collaborate on their documents on any device, at any time. It combines business-class file sharing, faster processes, and real-time collaboration in a single platform.

    #Cloud Storage #File Sharing #Office Suites 1 social mentions

  4. Online Sync and File Sharing
    Nonetheless, you may do various activities on each of your files. You may upload and add another file to an existing folder and preview the uploaded file in full-screen mode in Dropbox. You can even share a specific file with someone else on your team. This also applies to those who do not use Dropbox, but they must still sign up for an account.

    #Cloud Storage #File Sharing #Office Suites 28 social mentions

  5. Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.
    Obtaining signatures is crucial, but so is receiving signed papers. DocuSign's document tracking tools make this procedure easier. Reports are updated in real-time, so you can see those activities reflected in the reports as signatures are collected, and papers are returned. Its secure nature allows it to be utilized as document automation for healthcare, legal, and other businesses requiring security characteristics for sending and receiving documents.

    #eSignature #Document Automation #Contract Management 8 social mentions

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