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HomeFeaturessecure document upload portal

Secure customer uploads

UK service businesses can send one secure link with a clear request. Customers upload from their phone or computer, and the file arrives exactly where your team expects it.

Ask for named files instead of sending a vague email list.

Keep uploads private to your business and the right customer record.

Accept the file or ask for a clearer copy without starting again.

Your logo and colours run through the whole portal.

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14 days free. No card needed.

example.portald.co.uk/checklists/upload

PORTALD

Secure uploads

Awaiting review

3

Service documentPrivate customer uploadReceived
Supporting fileRequested in onboardingUpload now
Project documentNeeds clearer copyResend
The familiar problem

Where the time goes.

The files you most need to look after often arrive as ordinary email attachments. They are easy to forward, download to the wrong folder or lose in a shared inbox.

Problem 01

An attachment tells you very little

A filename does not always tell you who sent it, why you asked for it or whether it is the latest copy. A portal request does.

Problem 02

Customers forget the detail

The upload task shows exactly what you need and whether another copy is still required.

Problem 03

Received does not mean ready

If a scan is incomplete or unreadable, your team can send it back for another copy while keeping the request open.

In real life

What this looks like at work.

A solicitor opening a new matter

The client uploads the requested paperwork through their portal instead of sending sensitive attachments across several emails.

A tradesperson collecting certificates

Insurance, compliance documents and site evidence stay with the customer and the work they relate to.

An agency receiving client files

Brand assets, approvals and project documents arrive in one place that the whole project team can understand.

Workflow

A clear route for every upload

One request. One customer record. No hunting through email later.

01

Name what you need

Create a file request in a checklist or customer form.

02

The customer uploads it

They sign in and add the file against that request from mobile or desktop.

03

Your team checks it

Accept the upload, or ask for another copy if something is missing.

Try PORTALD free for 14 days.

Add your logo, start inviting customers and see how much chasing PORTALD saves before you pay.

Start free 14-day trial

Can customers upload from a phone?

Yes. The portal works in a web browser on mobile, tablet and desktop.

Does this replace email completely?

No. Email can still notify customers. The actual file request and upload stay in PORTALD, where they are easier to track.

Branded client portals for UK small businesses. One place for customers to log in, complete forms, upload documents, sign forms, read updates and check invoices.

Built and operated in the UK

PORTALD is a trading name of IT BOFFINS LTD, company number 12408554.

20 Tanners DriveBlakelands, Milton KeynesMK14 5BNVisits by appointment only

01908 410917·hello@portald.co.uk

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How it works
Features
Customer document portalSecure upload portalSmall business portalOnboarding portalDocument collectionOnline customer formsAI document checker
About
Contact
Pricing
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