Client portal library
Search, filter, sort, and act on every document by category, status, visibility, owner, date, and review state.
All categories
All statuses
All visibility
| File name | Category | Uploaded by | Status | Visibility | Size | Uploaded date | Actions |
|---|---|---|---|---|---|---|---|
Signed service agreement.pdf Client portal record prepared for secure review and tracking. | Contracts | Avery Brooks | Uploaded | Client-visible | 2.4 MB | May 5, 2026 | |
Client ID verification.png Client portal record prepared for secure review and tracking. | Identity | Morgan Hale | Reviewing | Internal | 940 KB | May 4, 2026 | |
March account statement.pdf Client portal record prepared for secure review and tracking. | Statements | Jordan Lee | Approved | Client-visible | 5.0 MB | May 3, 2026 | |
Project approval memo.docx Client portal record prepared for secure review and tracking. | Approvals | Client Services | Needs changes | Internal | 1.3 MB | May 2, 2026 | |
Shared onboarding notes.pdf Client portal record prepared for secure review and tracking. | Shared notes | Avery Brooks | Approved | Client-visible | 760 KB | May 1, 2026 |