Customer Portal

Understand Your Customers' File Sending Experience

Receiving your invitation

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

Client invitation

Your customers can securely send files using their preferred method:

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

A dedicated email address

Using their dedicated email address, your customers can

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

Only customers you’ve invited can send files via their dedicated email addresses.

A personal Customer Portal

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

Client login

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

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

Customer Portal

Settings

Using their settings menu, customers can

Customer Portal Settings

Customize your customers' experience

Learn how to exchange information with your customers using Fields.


About ImportFeed

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Join ImportFeed today to start receiving clients documents and scale.


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