What is a document portal?
A document portal is a secure web experience where customers, clients, vendors, employees, or partners upload, review, track, and manage documents for a business process.
Short answer
A document portal is a secure web experience where customers, clients, vendors, employees, or partners upload, review, track, and manage documents for a business process.
What this means in practice
A strong document portal does more than store files. It collects missing documents, validates uploads, triggers extraction, shows review status, and preserves an audit trail.
Client document portals are the external-facing version: users see requested files, missing items, correction requests, and review progress without relying on email threads.