Client Portal
Use Case
A dedicated SharePoint Client Site that offers a secure, centralized hub for sharing documents, project updates, and streamlined communication with external clients
Overview
- Branded Client Portal: fully customized to align with the client’s visual identity and branding
- Secure Document Submission: a dedicated section for clients to upload and share important files with your team
- Quick Access to Resources: centralized links to essential forms, tools, and applications
- Project & Industry News: news section highlighting key project updates and relevant industry developments
- Client Dashboard: Integrated chart or dashboard displaying project metrics, timelines, or key milestones
Benefits
- Centralized Communication: streamlines interactions by giving clients one place to access updates, documents, and messages
- Secure Document Sharing: enables safe, permission-based file sharing with version control and audit history
- Improved Client Experience: branded and user-friendly design enhances professionalism and client trust
- Real-Time Updates: clients can stay informed with the latest project news, timelines, and status dashboards
- Increased Efficiency: reduces back-and-forth emails by providing self-service access to key resources and forms
Built With
Web Parts
- Text
- Image
- Editorial
- Quick Links
Features
- Flexible Sections
- Section Backgrounds
- Full-Width Section
- Request Files
