Your clients see your brand first.

Q: Can I use my own custom domain?

The Agency plan supports a verified custom domain (portal.youragency.com). The Pro plan uses a branded Docsiv subdomain (youragency.docsiv.com). Paid plans can hide Docsiv branding when the workspace branding setting is enabled.

Q: What does the client see? Is there any Docsiv branding?

Paid plans can hide Docsiv branding when the workspace branding setting is enabled. Pro uses a branded Docsiv subdomain; Agency supports a verified custom domain. Check the preview and the actual email/link surfaces before sending.

Q: How are clients kept separate from each other?

Each client gets a client-scoped portal view with its own documents, media, and access controls. Clients are kept separate by the access model; test the exact portal configuration and shared items before inviting them.

Q: What happens when a project ends?

Remove portal access in one click. The client loses access right away. Documents stay in your workspace, archived and searchable for your team.

Q: Can clients sign contracts inside the portal?

Supported contract and agreement workflows can use built-in e-signing and a signing audit trail. Confirm the document type, plan, and legal requirements for your use case before replacing a specialist signing tool.

Q: Can clients approve documents or request changes?

On supported documents shared for review, the client can approve or request changes with a note. The team receives the corresponding workflow notification, and the current decision is shown where the document workflow supports it.

Q: Can clients get answers without emailing me?

The portal includes support conversations for messages and attachments. Document AI is available in the workspace’s supported AI surfaces; do not assume every portal document exposes a client-facing AI chat.

Q: Is the portal secure?

Traffic is protected with TLS and access is scoped through portal memberships, email-and-password or magic-link sign-in, role settings, and access removal. Client separation depends on the documents and portal items you share, so test the configuration before inviting clients.

Q: Can I preview the portal before I send it to a client?

Yes. Every portal has a preview mode so you can check branding, layout, and access before the client sees it.

Selected client work lives in a branded portal. Your workspace branding and domain path depend on the plan and configuration.

Start for free See a live portal

portal.atlasstudio.com

Tuesday, June 16

Good morning, Sarah

Here’s what’s happening for Meridian with Atlas Studio.

24Documentsshared with you

1Pending signatureneeds your action

6Signedagreements on file

2Supportopen threads

Action requiredView all

Master Service AgreementFrom Atlas Studio · sent 2h agoSign now

Recent documentsView all 24

Q3 Campaign Proposal 2h ago

Master Service Agreement Apr 18Signed

Q2 Performance Report Apr 02

One workspace for your team. One portal for every client.

Your team works inside Docsiv. Each client gets a scoped portal view with your workspace branding, their documents, media, support, approvals, and supported signing workflows in one place.

Branded domain pathBrand controlsClient documentsMedia libraryProject managementSupport inboxSigning

Your team works here

app.docsiv.com

The Docsiv workspace dashboard: documents, favourites, and create-new shortcuts

Your client sees this

portal.yourbrand.com

Friday, 8 AugustGood morning, JamieAction Center3

3Open actions1 due soon

24Documents2 new

1Agreementsof 7

2Support1 unread

Needs your attentionView all

Master Service AgreementDue in 2dFrom Sarah · sent 2h agoReview & sign

Brand questionnaireOnboarding form · 6 questionsOpen

Recent documentsAll documents

PR ProposalProposal

Quarterly ReviewDeck

Invoice 2026-0807Invoice

Recent activityView all

Spring Campaign ProposalUpdated · 1h ago

March Performance ReportShared · yesterday

See the full workspaceSet up your brand once. Every client portal uses it.Get started

Every screen, branded as yours.

Clients log in, read proposals, sign contracts, and get email updates, all in your brand, never ours.

portal.meridianstudio.com

CNAMEportal→cname.docsiv.com

SSL Verified Live

Custom domain.

Agency portals can use a verified custom domain; Pro uses a branded Docsiv subdomain. SSL and the exact client-facing URL depend on the configured domain path.

Branded login page.

Your logo, your colors, your welcome message. The first thing clients see matches your brand.

MeridianQ3 Campaign Proposal

Proposal

Q3 Campaign

Branded documents.

Paid plans can hide Docsiv branding when the workspace setting is enabled. Check the selected plan and preview before promising a fully vendor-free surface.

Atlas Studio <hello@atlasstudio.com>Your Q3 proposal is ready to review

The Atlas Studio team

1 document attached

Email from your domain.

Agency supports a custom email sending domain when configured. Otherwise, notifications use the available workspace sender settings.

Full custom domain (portal.acmeagency.com) on the Agency plan. Subdomain (agency.docsiv.com) on Pro.

Everything your client needs, nothing they don’t.

No training, no setup call. Clients log in and instantly understand what’s in front of them.

Approach

Read it right in the browser.

Supported proposals, decks, and reports can open in the browser, with comments available in the relevant document workflow. Export when the client needs an offline file.

Q3 Campaign Proposal

Your review

Approve Request changes

Atlas Studio is notified the moment you respond.

Approve or request changes.

One click to approve, or send it back with a note. Your team knows the moment they respond.

Signatures

Sarah LinMeridian

Signed · 2:14 PM Audit trail

Sign agreements in the portal.

Supported agreements can use built-in e-signing and the associated signing record, without requiring a separate signing login for the client.

Ask this document

What’s the total, and when is it billed?
$12,480 total, billed monthly across three milestones starting in July.
From “Pricing & Timeline”

Ask anything about this document

Ask the AI about any document.

Workspace AI can help with supported document questions. Client-facing portal AI is not a promise for every document, so use the support inbox when a person needs to answer.

Support · 2 open threads

SL
Could you resend the signed agreement as a PDF?
Sarah · Meridian
Sent, it’s attached above. Anything else?
Atlas Studio

Message your team.

A support inbox lives inside the portal. Message threads and attachments, nothing lost in email.

All deliverables

Q3 Campaign ProposalSent Apr 24
New
Master Services AgreementSigned Apr 18
Signed
Q2 Performance ReportApr 02
Creative BriefMar 28

Everything in one place.

Shared proposals, contracts, reports, invoices, and client media can live in one portal view, with the exact sections and search behavior depending on configuration.

Every client, in their own room.

Clients never see each other. Each portal has its own brand kit, its own documents, its own media, its own access rules. Meridian’s team can’t see Riverline’s proposal, even by accident. Ever.

portal.meridianstudio.com

Meridian

Proposal · Q3 Campaign

Meridian workspace

workspace.riverline.co

Riverline

Contract · MSA

Riverline workspace

docs.fieldhousehq.com

Fieldhouse

Report · Q1 Review

Fieldhouse workspace

Client brand kits stay separate and are available to supported workflows when selected.
Clients can't see other clients' documents, names, or even that they exist.
Access removed instantly when a project ends.

Invite who you want, at the level you want.

Send portal invites by email. Each person signs in with a magic link or their own password, gets exactly the role you choose, and only ever sees what you share. Remove access in one click when a project ends.

A role for each person: view, comment, edit, or sign where supported.
Magic-link or email-and-password sign-in.
Clients approve or request changes in one click.
Remove access instantly when a project ends.

Share this portal

Meridian · Q3 Campaign workspace

Private

name@meridianstudio.comViewer

SLsarah@meridianstudio.com Signer
MTmarcus@meridianstudio.com Commenter
DKdevon@meridianstudio.com Viewer

Password protection

Link expiresJun 30, 2026

Set it up in ten minutes, not ten days.

Connect a domain, drop in a brand kit, preview the result. Three steps, no engineers needed.

portal.youragency.comVerified

CNAMEportalcname.docsiv.app

TXT_docsivverify=ok

SSL renewed automatically

No developers needed.

Add a CNAME and TXT record. Docsiv checks the domain, sets up SSL, and renews it for you. No tickets to IT.

Meridian StudioQuiet, confident voice

Riverline Co.Direct, warm voice

Fieldhouse HQAnalytical voice

One brand kit per client.

Your workspace brand controls the portal. Client brand kits are available to supported documents and AI drafts when selected.

PreviewEdit

Meridian portal

Hidden from clients until you publish

Preview before you publish.

Open any portal in preview mode to check branding, layout, and access. Know it looks right before the client ever logs in.

Questions agencies ask about the portal.

Does my client need to install anything?

No. The portal runs in any browser. Clients get an email invite with a login link. Works on desktop and mobile.

Can I use my own custom domain?

What does the client see? Is there any Docsiv branding?

How are clients kept separate from each other?

What happens when a project ends?

Can clients sign contracts inside the portal?

Can clients approve documents or request changes?

Can clients get answers without emailing me?

Is the portal secure?

Can I preview the portal before I send it to a client?

BrandedDomain path by plan

ScopedClient access

BrandedWorkspace surfaces

1-clickRemove access

Stronger with the rest of Docsiv.

The portal is how clients see the work. Here’s what powers it on your side.

AI Document Creation

Drafts written in each client’s voice, ready to share in the portal.

Learn more

Brand Kits

Colors, fonts, logos, and voice for each client. Available to supported documents and AI drafts when selected; the portal uses the workspace brand.

Learn more

Document Analytics

See which shared documents clients open, revisit, and spend time with. Use the available signals as context, not a prediction.

Learn more

Give every client a clear place to work.

Deliver selected work through a branded portal with the domain path your plan supports.

Get started Book a demo