Client Portal

Understand Your Clients' File Sending Experience

Receiving your invitation

Once you've invited your clients to securely share files, they will receive an email invitation:

Client invitation

Your clients can securely send files using their preferred method:

  • A dedicated email address to send files to
  • Their personal Client Portal

A dedicated email address

Using their dedicated email address, your clients can

  • Foward emails with attachments
  • Share files from iOS and Android
  • Automatically forward recurring documents

Only clients you've invited can send files via their dedicated email addresses.

A personal Client Portal

After choosing to accept your invitation, your clients set a secure password and are sent directly to their personal dashboard:

Client login

With a few clicks, your clients use their dashboard to:

  • Quickly upload files
  • Access their uploaded files
  • Get your status updates
  • Add information about their files

Client Portal

Settings

Using their settings menu, clients can

Client Portal Settings

Customize your clients’ experience

Learn how to exchange information with your clients using Fields.


About ImportFeed

ImportFeed makes it easy and safe to receive and process files online. List your sources and receive files right away.

Join ImportFeed today to set up a reliable incoming pipeline and reduce integration effort.


Share on:

Start receiving files today