Collect documents, skip chasing
UK service businesses can ask for named files, give customers one place to upload them and see what remains outstanding. PORTALD keeps the request, file and review status together.
Turn every document request into a clear customer task.
See what is waiting, received, accepted or needs another copy.
Use the same process for onboarding, compliance and project work.
Your logo and colours run through the whole portal.
14 days free. No card needed.
app.portald.co.uk/app/reviews
PORTALD
Document collection queue
Open requests
12
The familiar problem
Where the time goes.
Storing a document is the easy part. Getting the right person to send the right file, then checking it is usable, is where small teams lose time.
Problem 01
Please send the documents is too vague
Named requests give customers something specific to complete and give your team a proper outstanding list.
Problem 02
An upload can still be unusable
A blurry photo or half a statement needs another request. PORTALD keeps that follow-up against the same item.
Problem 03
Files rarely arrive on their own
The document often belongs with a form, signature or wider onboarding checklist. Keeping them together saves the next search.
In real life
What this looks like at work.
A bookkeeper before month-end
Receipts, statements and payroll records arrive against a visible list, before the missing items become urgent.
An adviser opening a case
Onboarding and case documents come through one controlled customer route, with the purpose of each file still clear.
A service firm preparing a job
Specifications, certificates and signed approvals can be collected before the booking is confirmed.
Workflow
A proper list, not a trail of reminders
One request. One customer record. No hunting through email later.
List the files you need
Add each document to a checklist or customer form.
Customers upload against the list
Every file arrives with its purpose and customer already known.
Accept it or ask again
Review the upload and request a replacement without losing the history.
Try PORTALD free for 14 days.
Add your logo, start inviting customers and see how much chasing PORTALD saves before you pay.
Can we collect form answers and documents together?
Yes. Forms can include upload fields, and checklists can combine forms, files and agreements.
Is PORTALD just cloud storage?
No. It helps you ask customers for documents, track what is outstanding and review what comes back. Storage is only one part of that job.