Document Portals

Create a secure, collaborative digital space where users can share and upload files via a custom document portal. Opt for a fully bespoke portal application or embed secure file upload and download capabilities directly into existing low-code solutions.

Create the safest solution for sharing files with Betty Blocks:

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Design user interfaces for document portals with AI

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Ensure top-shelf security for both internal and external users

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Connect with any file automation or e-signature tool

Generate Apps With AI For Free

Build a secure document sharing portal with modern features

Build fully bespoke document portals for internal use, external partners, or onboarding new employees. Create secure file-sharing solutions that integrate security with flexibility, regardless of scope, scale, or sector. Unlock a new level of secure sharing and collaboration today.

Share confidently

Assure secure file sharing between all parties. Protect shared assets both while in transit and at rest.

Self-service uploading

Allow applicants, customers, or external partners to connect with your business seamlessly.

Organize files

Be free in how you design file storage and organization. Need help? Generate your app design with AI.

Seamless onboarding

Onboard new employees without friction. Speed up contract processes and information exchange.

Document search

Always find what you’re searching for with pinpoint accuracy thanks to integrated AI search capabilities.

Auto-translation features

Embed your portal with an AI agent to automatically review, translate, or respond to uploads in other languages.

Now you’re thinking with portals - Let's build one

Let us turn your concept into a tangible web portal within 24 hours. Simply send us your idea, and after a quick scoping session, our Solution Architect will turn it into a working prototype faster than ordering a birthday cake!
Book a scoping session

Customer portal features and functionalities to add

Every customer portal demands robust features, whether you are a small business or an enterprise conglomerate. With Betty Blocks, you add the features you actually want from a fully customized client portal. Here are just a few examples:

Notification flows

Support self-service features with intuitive notification flows to ensure the right people are notified when an action is performed.

Status indication

Start off newly-hired applicants on the right foot. Get notified when contracts are ready for signatures, approval, and archiving in a safe environment.

Compliance standards

Upload and share documents using OneDrive, SharePoint, iManage, or Netdocuments links, without compromising security. Of course, you are free to connect with any other document-sharing platform through the Data Model feature.

API connectors

Integrate any portal solution with third-party software connectors. Enrich your document portal with complimentary features from DocuSign, HighQ, Workday, or any collaborative tool of your choice.

Login authentications

Keeping your portal software secure is paramount. Embed role-based access control across your document portal app, from the first log-in page to in-app granular security layers.

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Seamlessly create a secure portal for uploading files

 
Combine security with frictionless document exchange in a custom-built portal with Betty Blocks. 
Use our AI assistant to generate compelling UI designs, while low-code components make you put together a robust app framework in minutes. Let's discuss examples of how document sharing can be implemented in portal use cases.

Extend any client portal with document sharing features

Put your customers’ needs first with a dedicated solution. Build your client file sharing portal with user friendliness in mind - always. Create flexible solutions that align with internal governance standards and compliance requirements. Portals built with Betty Blocks are safe for users, compliant with your business requirements, and scalable for future growth, thanks to Master Templates

Law firm document portal and legal request intakes

Software in the legal space demands precision,  traceability, and airtight security, all of which Betty Blocks guarantees. A document portal for law firms allows them to centralize legal request intake, client file uploads, and case documentation in a single, governed environment.

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Secure file upload for onboarding of new employees

Make newly hired employees feel welcome before they’ve even officially started. Streamline the exchange of contracts, IDs, certificates, and forms in a single, controlled flow. Uploaded files can automatically trigger follow-up tasks, approvals, or integrations with HR systems and ATS software.

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Provide users with a safe environment for sharing files

Embed unparalleled security throughout your file-sharing portal solution. With Betty Blocks, you seamlessly equip applications with user provisioning features, roles, permissions, and SSO. This will allow you to set up a secure collaborative environment with clients, vendors, and partners without exposing sensitive company information.

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Generate your bespoke document portal with a single AI prompt

Describe for which audience you are creating your web portal, and watch Betty Genius deliver an AI-generated prototype instantly.

A dashboard to track project milestones, deadlines, and updates.
An overview of tasks for a packaging company.
A portal for employee training progress and certification status.

Build a document portal in Betty Blocks, extend with powerful APIs

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FAQ about creating document management portals with Betty Blocks

Can I create a free document upload portal with Betty Blocks?

Sure! Take a trial of the Betty Blocks and start building your first application for free right here

Is Betty Blocks suitable for building document-sharing portals for investors?

Of course! With Betty Blocks, users create robust investor portals equipped with secure document sharing.

Am I able to add document sharing to my CRM portal?

For sure! You can connect to any CRM or CMS via our customizable portal software using a Remote Model component. 

Can I collaborate with customers in my custom document portal?

Yes, of course. You can use Betty Blocks to create collaborative spaces for customers, clients, partners, and other external parties.

I want to know more about building secure document portals with Betty Blocks. Who can speak to?

Glad to hear! You can schedule a personalized meeting with one of our Solution Architects at your convenience.

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