Your own domain
Run the portal on a branded youragency.docsiv.com subdomain, or on portal.youragency.com with Agency. Add a CNAME and a TXT record, and Docsiv checks them for you.
One portal for every client. Your brand on all of them.
Each client gets a private portal to review, approve, sign, and ask questions. Your logo, your colour, your domain. No Docsiv branding.
Every screen, branded as yours.
From the sign-in page to the email in their inbox, your clients see your agency.
Branded sign-in
Your logo and name greet clients at the door. They sign in with their email and their own password.
Emails from your domain
Invites and updates go out from your address, through a verified sending domain or your own SMTP server.
No Docsiv branding
Hide Docsiv across the portal and every shared document. Clients see your agency, start to finish.
The client portal, a branded subdomain, and hidden branding come with Pro and Agency. Your own verified domain and sending from your own email domain come with Agency.
Everything your client needs. Nothing they don’t.
One sign-in for everything you send. Clients always know what is waiting on them.
Action Center
Every signature, approval, file request, and form in one list, marked Overdue, Due soon, or When you can.
Approve or request changes
One click to approve, or send it back with a note. Your team is notified either way.
Sign in the portal
Agreements are signed right where the client reads them, with a record of who signed and when.
Support inbox
Clients message your team with files attached. Resolve a thread when it is done, and reopen it if something comes up.
Projects
Share the project board and choose which tasks the client sees. They always know what is next.
Media and file requests
One shared library for files in both directions. Ask for a file, then review it when it lands.
Also in every portal
- Ask AI inside documents
- Comments where you allow them
- Onboarding forms
- Email and in-app notifications
- Each client’s brand kit
- Hide sections you don’t use
Set it up once. Every client gets it.
Your brand lives in one place. Every new client portal picks it up.
Set your brand once
Logo, colour, favicon, and domain for the whole workspace.
Preview as the client
Open any client’s portal the way they will see it, before they do.
Invite by email
The client sets a password and lands on their own dashboard.
Every client, in their own room.
Clients see their own documents, projects, and threads. Never another client’s.
Private by default
Each portal belongs to one client. Access is checked on every page, document, and file.
You decide what they can do
Set view, comment, or edit per document, hide sections you don’t use, and remove access in one click. Everything stays in your workspace.
Questions agencies ask about the portal.
Your domainSubdomain or custom
No DocsivBranding clients see
One clientPer private portal
1 clickRemove access
Stronger with the rest of Docsiv.
The portal is where clients see the work. Here’s what powers it on your side.
Give every client a portal with your name on it.
Your brand, your domain, and one private portal per client.