Client Portal + White-Label

Your clients never see Docsiv.

Q: Can I use my own custom domain?

Yes on the Agency plan with a full custom domain (portal.youragency.com). Pro plan uses a branded subdomain (youragency.docsiv.com). Both are fully white-labeled.

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

None. No logo, no "powered by" footer, no mention of Docsiv in emails or URLs. Clients see your agency, full stop.

Q: How are clients kept separate from each other?

Every client has an isolated workspace with its own documents, brand kit, media library, and access controls. A client user can only ever see their own portal, they don't know other clients exist.

Q: What happens when an engagement ends?

Revoke portal access in one click. The client loses access immediately. Documents stay in your workspace, archived and searchable for your team.

Q: Can clients sign contracts inside the portal?

Yes. E-signature is built in with a full audit trail. No DocuSign or third-party integration required.

Q: Is the portal secure?

SSL encrypted. Data hosted in secure infrastructure. Role-based access control. Password protection and expiration dates on sensitive documents.

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.

Every deliverable lives in a branded portal on your own domain. Your logo, your colors, your experience. Docsiv stays invisible. The work stays yours.

See a live portal

Early-access invites · No credit card

portal.meridianstudio.com

Welcome back, Sarah

3 active deliverables from Atlas Studio

On track

Proposal

Q3 Campaign

Apr 24

Contract

MSA · Retainer

Signed

Deck

Kickoff

Apr 18

One system, two identities

Your team works in Docsiv. Your clients work in your brand.

Same documents, same data, same real-time updates. But the client only ever sees your agency. No Docsiv branding, no vendor email, no generic login page.

app.docsiv.com/atlas-studio/clients/meridian

Clients · Meridian · Q3 Campaign

Meridian

Q3 Campaign Proposal

portal.meridianstudio.com

Proposals · Q3 Campaign

Meridian

Q3 Campaign Proposal

Review & sign

Every surface, branded end-to-end.

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

portal.meridianstudio.com

CNAMEportal→cname.docsiv.com

SSL Verified Live

Custom domain.

Clients visit portal.youragency.com or your own domain. SSL handled automatically. No Docsiv URLs anywhere.

Branded login page.

Your logo, your colors, your welcome message. First impression matches the rest of your brand.

MeridianQ3 Campaign Proposal

Proposal

Q3 Campaign

White-labeled documents.

No Docsiv watermark. No “powered by” footer. Clients see the document, not the platform.

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

— The Atlas Studio team

1 document attached

Email from your domain.

Notifications go out from hello@youragency.com, signed with your team, styled in your brand.

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

The client experience

Everything your client needs, nothing they don’t.

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

Approach

Review proposals and decks.

In-browser, nothing to download. Comments thread right next to the content.

Signatures

Sarah LinMeridian

Signed · 2:14 PM Audit trail

Sign contracts inline.

E-signature built in. Audit trail included. No DocuSign round-trip.

All deliverables

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

See every deliverable in one place.

Proposals, contracts, reports, briefs, chronologically and searchable.

Questions · Q3 Campaign

SL
Is media spend editable after approval?
Sarah · Meridian
Yes — until the first invoice runs. We’ll flag it.
Atlas Studio

Ask questions on the document.

Messages tied to the doc they’re reading. No email thread to lose.

Client-by-client isolation

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

One brand kit per client, isolated and enforced.
Client users can't see other clients' documents, names, or existence.
Access revoked instantly when an engagement ends.

Access control

Invite who you want, at the level you want.

Send portal invites by email. Each user gets the right level of access, view, comment, or sign. Revoke instantly. Set expiration dates. Password-protect sensitive documents.

View, comment, and signer roles per user.
Password-protect individual documents or full portals.
Expiration dates on share links.
Instant revoke when engagements end.

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.

No developers required.

Point your DNS at Docsiv. We handle SSL, subdomains, and renewal automatically.

One brand kit per client.

Upload logo, colors, typography once. Every portal document pulls from it.

Portal templates per client type.

Pre-configured layouts for SaaS, e-commerce, and enterprise clients. Adapt or build your own.

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 an engagement ends?

Can clients sign contracts inside the portal?

Is the portal secure?

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

Stronger with the rest of the hub.

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

Give every client a space that feels like yours.

Docsiv stays invisible. Your brand does the talking.

Early-access invites · No credit card

Your clients never see Docsiv.

Your team works in Docsiv. Your clients work in your brand.

Every surface, branded end-to-end.

Custom domain.

Branded login page.

White-labeled documents.

Email from your domain.

Everything your client needs, nothing they don’t.

Review proposals and decks.

Sign contracts inline.

See every deliverable in one place.

Ask questions on the document.

Every client, in their own room.

Invite who you want, at the level you want.

Set it up in ten minutes, not ten days.

No developers required.

One brand kit per client.

Portal templates per client type.

Questions agencies ask about the portal.

Stronger with the rest of the hub.

AI Document Creation

Brand Kits

Document Analytics

Give every client a space that feels like yours.