Customer documents in one place
For UK small businesses, every document request stays tied to the right customer record. Ask for a file and it lands ready for your team, without forwarded attachments, mystery filenames or version confusion.
Customers use one simple login instead of searching old emails.
Every request shows what has arrived and what is still missing.
Forms, signatures, photos and invoices stay with the customer.
Your logo and colours run through the whole portal.
14 days free. No card needed.
example.portald.co.uk/documents
PORTALD
Customer documents
Items filed
18
The familiar problem
Where the time goes.
A document can arrive by email, WhatsApp, text or even on paper. Then somebody has to work out where it belongs. That is where the time goes.
Problem 01
The wrong version gets filed
When files live in several inboxes, an old attachment can look like the latest one. PORTALD keeps the request and the upload together.
Problem 02
Every update becomes a phone call
Customers can see what you have received and what you still need, without ringing to ask if their document arrived.
Problem 03
The paperwork loses its context
A certificate or signed form makes more sense beside the job, agreement, update or invoice it relates to.
In real life
What this looks like at work.
A bookkeeper in January
Year-end records and signed engagement letters arrive against the right client instead of joining one long inbox queue.
A busy trade office
Certificates, insurance documents and job photos stay with the customer, ready for the office or engineer to find.
A consultant juggling projects
Briefs, approvals, contracts and invoices stay in one client area, so handovers do not depend on forwarded email chains.
Workflow
From request to filed in three clear steps
One request. One customer record. No hunting through email later.
Invite the customer
Send one invitation to their branded portal.
Ask for the exact file
Add the request to a checklist or form, with a clear name and instructions.
Review it in the right place
The upload arrives on the customer record, ready to accept or send back.
Try PORTALD free for 14 days.
Add your logo, start inviting customers and see how much chasing PORTALD saves before you pay.
Is PORTALD only for documents?
No. You can also collect forms and signatures, post updates, share photos and show connected invoice information.
Will customers need training?
No. They see a straightforward login and a clear list of what needs doing.