Files & Documents demo
Secure document collection, review queues, file statuses, and client-facing upload flows in one working prototype.
Document portal type
Client workspace with contracts, identity, statements workflows.
A complete secure document loop
Files are requested, uploaded, reviewed, approved or returned, and tracked in one shared workspace.
1. Request documents
2. Upload document
3. Account reviewer review
4. Approval and activity trail
5
2
2
1
10.4 MB
Recent documents
Open librarySigned service agreement.pdf
Contracts · Avery Brooks · May 5, 2026Client-visible · 2.4 MBClient ID verification.png
Identity · Morgan Hale · May 4, 2026Internal · 940 KBMarch account statement.pdf
Statements · Jordan Lee · May 3, 2026Client-visible · 5.0 MBProject approval memo.docx
Approvals · Client Services · May 2, 2026Internal · 1.3 MBClient review queue
Review boardSigned service agreement.pdf
Contracts · Avery Brooks · May 5, 2026Client-visible · 2.4 MBClient ID verification.png
Identity · Morgan Hale · May 4, 2026Internal · 940 KBOpen requests
New requestSigned agreement
Client: Morgan Hale · Due May 8, 2026ID document
Client: Jordan Lee · Due May 9, 2026Bank statement
Client: Client Services · Due May 10, 2026Activity feed
Uploads, requests, reviews, approvals, visibility updates, and deletion events.
Signed service agreement.pdf
Avery Brooks uploaded a client document
May 6, 2026 · uploaded a client document: ContractsSigned agreement
Priya Nair requested a document from the client
May 6, 2026 · requested a document from the client for Morgan HaleClient ID verification.png
Elena Rossi started client review
May 5, 2026 · started client review: IdentityID document
Elena Rossi requested a document from the client
May 5, 2026 · requested a document from the client for Jordan LeeMarch account statement.pdf
Jordan Lee approved a client document
May 4, 2026 · approved a client document: Statements