Docsiv
Project ManagementRun every client engagement on one boardAI Document CreationTurn notes & briefs into polished documents with AIClient PortalBranded client workspaces on your domainBrand Kits and preferenceLock fonts, colors, and tone per clientDocument AnalyticsTrack opens, reads, and engagementMedia LibraryOne asset store, filtered per clientAll Features
AgenciesOne hub for every client accountConsultantsScoped, signed, and delivered under your nameCreative studiosBrand-led delivery across every clientStartupsPitch like a Series B from day oneSalesChase signatures, not repliesFreelancersLook bigger than a one-person shopSolutions Overview
BlogInsights, tips, and product updatesGuideHow-to docs and product walkthroughsMCP ConnectorUse Docsiv from Claude and ChatGPTCase StudiesIllustrative agency workflows and customer storiesCompare DocsivSee how Docsiv replaces the client delivery stackBook a demoA 30-minute working session on your own documents
PricingOur StoryCareers
Get startedBook a demoLog in
Guide/Branding & Portals/Set up a client portal
Branding & Portals

Set up a client portal

Configure a branded client delivery space for documents, progress, media, and approvals.

Updated Aug 25, 2026Docsiv documentation

Use a client portal when a client needs one branded place to review documents, project progress, media, approvals, and next steps.

Configure the portal

  1. Open Settings and select the Client portal tab.
  2. Choose the portal name, logo, colors, and login experience.
  3. Select the modules the client should see, such as documents, projects, media, approvals, chat, or signing.
  4. Configure the portal address. Pro includes a branded Docsiv subdomain (youragency.docsiv.com); Agency can use a custom domain (portal.youragency.com) when the domain setup is complete.
  5. Preview the portal, save the settings, and invite the client.

Keep the portal focused on the work the client needs to act on. You can continue editing the underlying project and documents while the client uses the portal as their delivery space.

Was this helpful?Need more context? Open the Help Center to message the Docsiv team.Contact support