File & Document Sharing Portal + File Request
Securely storing, sending and sharing files has never been easier.
Upload, done! Download, check! Using a client portal to exchange files gives you mission specific tools designed to do the exact job you need, do it quickly and efficiently, and all the while protecting and promoting your company & brand integrity.
Manage your business like a pro with Anvixa, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your customers.
Replaces…
File & Document Transfer
Frustrated with email attachment size limits? We streamline file sharing! Send any size document securely through your branded client portal. No logins required for recipients, making it perfect for even your tech-challenged clients.
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Securely deliver large files to anyone without requiring your recipients to log in
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Password protect the delivery, set an expiration, or limit the number of downloads
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Use the portal to bypass size limitations associated with sending documents via email
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Easily send large files to non-techy clients or customers with an easy-to-use interface
Highly-Organized File Structure
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Each Client is given a dedicated Sharing Folder, and can have as many as needed
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You can create your own sub-folder structure and can customize for each Client
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Set notifications so that your Client is notified whenever you share a folder
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You can download all files & documents in a folder packaged into a ZIP file
Feature Rich Shared Folders
Simplify collaboration with Anvixa’s Shared Folders! Everyone receives automatic notifications when added or when new files arrive. Automate client access with Circles, and enjoy built-in file previews for PDFs, images, and videos.
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Use Shared Folders to allow multiple Clients/Circles or Staff/Teams to access a folder
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Members in a Shared Folder receive an email notification when they are first added to the folder, and each time there is a new upload to the folder
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Automate the addition or removal of Clients to or from Shared Folders with the use of Circles
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PDFs, images, and videos can be previewed directly in the browser, and everything can be downloaded from the Portal
Convenient File Digital Request
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You initiate the request, and the Client receives a hassle-free link via email
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You can pre-assign which folder the requested info will be uploaded to
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Clients don’t need to be logged in to upload the requested information
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When the File Request is fulfilled you are notified by email
Simple File Versioning
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Easily upload new versions of a document or Client File with a log of versions
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Previous versions can be accessed in a click and/or reverted to if needed
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Each version is time stamped and organized by date
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Versioning gives you and the end user the safety of never losing work again
Download Folder as ZIP File
Pre-load folders with all the necessary files for your clients or prospects. Grant access and they can download the entire organized structure as a single ZIP file. No more hunting for individual files – Anvixa ensures everything arrives neatly packaged and ready to use!
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You can pre-create Folders with entire file repositories inside
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Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file
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Folder structure is maintained and replicated in ZIP file
Why does your Business need a File & Document Sharing Portal?
Security
Protect your files with advanced encryption and user permissions, sensitive documents are only accessible to authorized individuals. Maintain confidentiality and compliance effortlessly.
Productivity
Avoid endless email chains. A document portal allows your team to collaborate in real-time, ensuring that everyone is working on the most up-to-date files, no matter where they are.
Accountability
From small teams to large enterprises, a document-sharing portal grows with your business. Whether you’re sharing documents internally or with clients, it’s the ideal solution for improving workflows and security.
