Customer Portal
The customer portal combines secure uploads, status visibility, and direct communication in one workspace.
Create a secure workspace for each client where documents can be uploaded, pending items tracked, and requests answered directly from the portal. All actions remain traceable and auditable.
Detailed Features
Client workspace per customer
Assign each client their own area with clear structure and complete history.
Status dashboard
See in real time which documents are already uploaded and which items are still pending.
Secure upload zone
All uploads run through encrypted, auditable flows with optional security settings.
In-portal messaging
Communicate directly with your clients without sharing sensitive details over external email.
Roles and permissions
Control access rights per client, project, or team member.
Audit trail
All actions are logged in the audit trail and can be reviewed for compliance.
Client branding
Match colors, logos, and messaging to your corporate design.
Own portal domain
Serve client portals on your own domain for a fully branded experience.
How It Works
Enable portal
Assign portal access to each client and define permissions.
Portal Overview
Client Hub
Open Requests
7
Completed today
24
Latest upload
2h
Status
Miller & Partners
Annual Report.pdf
Schmidt AG
PowerOfAttorney.docx
TalentCo
AuditPack.zip
New document requested: „Please upload the signed authorization form.“
Personalize workspace
Configure branding and visibility settings, and prepare optional custom-domain access.
Branding & Settings
Your own appearance
Portal Branding
Portal domain
Visibility
Encrypted and GDPR ready
Enable messaging
Use portal-native messaging for questions, status updates, and upload requests.
Document has been uploaded.
Perfect, we will review it now.
Document upload validated, automated scan passed.
Track progress
Monitor progress, follow-ups, and upload history in one dashboard.
Finalize process
Close the workflow once all required documents are received.
Use Cases
Accountants
Collect invoices and receipts with transparent status for each client.
Law Firms
Secure exchange of contracts and powers of attorney with a clear communication history.
Agencies
Centralized project assets for recurring client requests with faster follow-up handling.
Marketing Teams
Collect campaign materials in a structured flow and coordinate approvals in the portal.
Frequently Asked Questions
Which files can be uploaded in the customer portal?
All common document types like PDF, images, spreadsheets, and contracts can be uploaded within your plan limits.
Can a client only access their own portal?
Yes, clients only see their assigned workspace and cannot access other customers' data.
Are uploads and messages in the portal secure?
All portal communication and uploads are encrypted end-to-end within SendMeSafe and fully audit logged.
Can I revoke portal access?
Yes, permissions can be changed or revoked at any time from role and access settings.
Are there alerts for new uploads?
Yes, new uploads and messages trigger notifications for you and the client.
Best Practices
- Define a clear status workflow per client and case.
- Enable notifications for new uploads and open follow-up requests.
- Set submission deadlines for required document sets.
- Archive completed cases and keep the activity trail for audits.
Tips
- •Create standardized workspace templates for recurring requests.
- •Use clear file naming and required fields to reduce follow-up questions.
- •Prefer in-portal messages over separate email exchanges.
- •Review the activity trail before closing a client case.
Security
- TLS 1.3 encryption in transit and AES-256 at rest protect all documents.
- Granular permissions reduce unnecessary access to client data.
- Session controls and audit logs improve security monitoring.
- All encryption keys and sensitive metadata follow GDPR controls.
The customer portal is optimized for recurring client workflows and works securely alongside existing client management.