At Edi, we’re always striving to make your workflow seamless and efficient. That’s why we’re excited to introduce the new Client Sharing Portal Module! This powerful addition to Edi allows you to securely exchange documents with your clients, all within Edi’s intuitive interface.
What Does the Client Sharing Portal Do?
The Client Sharing Portal is designed to simplify and enhance collaboration with your clients by offering a secure, centralized hub for file sharing. Here’s what you can do with it:
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Request Files: Need specific documents from your clients? With just a few clicks, you can send a request directly through the portal. Clients can then upload the requested files securely, ensuring compliance and confidentiality.
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Share Files: Deliver important documents to your clients effortlessly. Whether it’s reports, contracts, or other sensitive information, you can share files with the confidence that they’re securely transmitted and stored.
Why Use the Client Sharing Portal?
- Secure Communication: All file exchanges are encrypted, ensuring that sensitive data remains protected.
- Time Efficiency: No need for endless email chains or third-party tools—everything happens within Edi.
- Enhanced Client Experience: Your clients will appreciate the simplicity and security of accessing and sharing documents in one place.
- Full Integration: The module works seamlessly with the rest of Edi’s features, ensuring a cohesive experience for both you and your clients.
Start Simplifying Your Document Workflow
The Client Sharing Portal Module represents the next step in making Edi an all-in-one solution for your business. Say goodbye to scattered tools and hello to secure, streamlined collaboration.
Ready to get started? Contact us today to learn more or enable the Client Sharing Portal in your Edi account!