Know who sent it
Every upload belongs to a customer and a named request. No opening scan_002.pdf just to work out where it goes.
Collect client care letters through the client login instead of a shared inbox.
A secure document upload portal gives customers a signed-in place to send the files you need. They upload from their phone or computer, and each file stays with its named request, ready for you to review.
14 days free. No card needed.
Give every document a named place to go.
Files are only available to signed-in people with the right access.
A customer portal with your logo and colours.
Checklists
Review
Check what customers have sent you, then approve it or ask for another copy.
To review
Waiting for your decision
Previous gas safety record
DocumentTom Fielding · Annual boiler service · 1 file · 18 Oct 2026
Client care letter
ContractPriya Shah · New client onboarding · 1 file · 18 Oct 2026
Creative brief
FormHarbour Studio · Brand refresh · Answers sent 17 Oct 2026
Try one request you normally send by email. 14 days free, no card needed.
Email attachments take time to sort, check and chase. A clear request helps customers send what you need first time.
Every upload belongs to a customer and a named request. No opening scan_002.pdf just to work out where it goes.
Collect client care letters through the client login instead of a shared inbox.
The item stays on their checklist with your note. Customers don't need to find the original email.
Keep boiler photos and certificates with the job, not buried in WhatsApp.
If a page is missing or a photo is blurry, give a reason and request another copy from the same item.
Collect briefs and reference documents in one client area.
A signed-in upload is only part of the picture. Read how PORTALD controls access, handles stored files and uses service providers before you decide what to collect.
Read about security and data handlingYour customer only needs an invite email and a browser.
Add a checklist item and a short note explaining what you need.
They sign in and add the file from their phone or computer.
Approve the file or ask for another copy. The customer can see the status.
Ask one customer for the document you would normally collect by email. Try it free for 14 days, with no card needed.
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Yes. They can choose a file or take a photo for a photo request. It also works on tablets and computers.
PDFs, JPG, PNG, WebP, Word, Excel, CSV and text files. Documents can be up to 100 MB and photos up to 25 MB. Photos are resized before upload.
Only signed-in people with the right access to that customer. There are no public file links. Our Trust page explains access controls and the providers we use.
Not completely. Invitations and some requests still arrive by email. Customers send the files through the portal, so you have fewer attachments to sort.