What is PortalsXpress?
PortalsXpress enables businesses to extend their websites with secure login portals for sharing documents with clients and field offices. Clients can view and edit documents within their branded portals, which match the company's name and colors. The platform includes a direct-to-portal PDF printer driver, allowing users to print from any Windows application directly to a client's portal.
The system offers security features like padlocks to restrict document access, a secure document search engine that respects permissions, and configurable auditing to track document changes. It supports email alerts for uploads, contact management with searchable notes, and external hyperlinks for large documents. PortalsXpress ensures high reliability with 99.999% uptime and compliance with regulations such as GLB and HIPAA.
Features
- Portal Branding: Customize portals with company banners and colors
- Print to PDF: Print from Windows applications directly to client portals
- Security Padlocks: Restrict document access and prevent accidental deletion
- Secure Document Search Engine: Search entire portal with permission-based results
- Auditing Features: Track document changes and access with configurable actions
Use Cases
- Securely sharing financial documents with accounting clients
- Managing board packets for iPads in corporate settings
- Handling investor documents with access controls
- Sharing engineering plans with field offices
- Storing and searching legal or medical records for compliance
