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DocPortal for Salesforce
Simple | Secure | Legacy
Overview
DocPortal enables your business to provide the ultimate client experience. Documents can be securely shared with your clients, directly from Salesforce, and arrive encrypted in your branded, client mobile app, which we build and configure for you.
A digital tool, specifically built to improve client experience, client retention and assist with client acquisition.
Securely share sensitive documents directly to your clients in an encrypted environment. Your clients have the ability to share documents back, that you have requested. Full audit trails of all transactions are available for compliance.
Each client has their very own unlimited private cloud storage area, within the mobile app/desktop, to safely store their personal documents and memorabilia alongside all the information you share with them, enabling them to build their digital legacy.
We believe experience is everything. Which is why we simplify all touchpoints in the client workflow with our document management platform. We securely share and store all essential documentation throughout the client lifecycle. Increasing engagement and trust. A single channel that helps to retain and acquire clients, by securing their digital legacy.
Categories
- Business Needs
- Document Generation
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package