Choose one of the supported cloud storage providers, or use our built-in storage which uses Amazon AWS (S3).
Amazon AWS (S3)
You can choose our internal file storage which uses Amazon AWS S3. Using this platform is easy and your file space is secure, however it is not portable and you can only upload and share files via the portal admin interface.
With the Dropbox integration, you can connect your portal to your Dropbox account and map customer accounts to their own folders. You can then manage the customer’s file using your desktop or the Dropbox interface.
With the Google Drive integration, you can connect your portal to your Google Drive account and map customer accounts to their own folders. You can then manage the customer’s file using your desktop or the Google Drive interface.
Customer Files List
Staff can manage the customer file sharing for each customer. When uploading files, you can set document date, visibility, and add a description.
Customer Portal View
Customers can view files from the dashboard that have been enabled for "dashboard visibility".
Customers can view all shared files by navigating to the "Files" page in the portal.