Client Portal
Enable Better Client Collaboration With A Client Portal
Enhancing Collaboration With Advanced Client Portal Technology
In an increasingly digital workplace, the ability to collaborate is key to driving business performance. From sharing data quickly and easily to working together on projects and documents, collaboration requires technology and tools that can simplify communication and streamline tasks.
While many businesses have successfully adopted platforms for internal collaboration, the ability to work with customers is another matter. Companies often rely on a confusing mix of file sharing solutions, email attachments and collaboration apps that tend to offer more complexity than solutions.
Client portal technology offers a way to securely share information with contacts outside the organization and provide customers with access to documents, processes, people and more. For companies seeking a customizable client portal that can improve the customer experience, M-Files and a company it acquired, Hubshare, offer a leading solution.
Collaborate And Share
See how M-Files enables efficient information sharing and collaboration.
Empower Client Portals With Embedded Content
A client portal is a private, dedicated website or extranet where businesses can share information with customers. Access is restricted to clients, partners, vendors and other stakeholders who authenticate with user IDs and passwords.
Advantages of Client Portals
Client portals provide a wealth of advantages for improving communication and collaboration with entities outside the organization.
24/7 Availability
Access information anytime, ensuring constant availability for workers and clients.
Mobile Access
Easily reachable via smartphones and mobile devices, supporting remote and office-based work.
Improved Security
Secure communication and collaboration environment, reducing risks associated with email and attachments. Client portal software uses best-of-breed security technology to prevent breaches.
No Versioning Headaches
Avoid confusion with a single, authoritative version of documents accessible via the portal.
Work with Your Preferred Tools
Centralized location for quick retrieval of documents related to projects, cases, or clients.
Personalized Communication
Customized experiences and data presentation for exceptional customer interactions.
M-Files and Hubshare: Enhancing Business Operations
As part of M-Files, an intelligent information management company, M-Files offers a portal that supports external content sharing and collaboration to deliver a first-rate digital experience for clients. By providing a secure platform for exchanging information, M-Files enhances user and client engagement through collaborative working, secure file sharing and managing projects.
With a M-Files, companies can offer customers, partners and vendors an easy-to-use platform equipped with powerful tools for collaborative working. Create a place to share files, information, project timelines, resources, knowledge and other information essential to client relationships.
Group Documents
Easily share and archive documents with Hubshare, and use the Microsoft Office connector for direct editing through the portal.
Centralized Information
Consolidate internal and external communication channels into one area, giving clients and colleagues consistent access to information.
Gather Contacts
Create hubs for daily work contacts and simplify project management with unlimited digital workplaces.
Flexible Deployment
Deploy Hubshare on-premises or as a cloud-based solution using secure Microsoft Azure servers.
Features of Hubshare's Client Portal
Centralized Workflow
With all the collaboration solutions employees need in one location, they can easily visualize and manage workloads, view progress on tasks and create assignments for individuals. An interactive project management module makes it easy to adjust tasks and view progress as things develop.
Secure Communication
Granular permissions and access rights help protect confidential data. Hubshare client portals are hosted in data centers that adhere to the world’s most stringent security standards: ISO 27001, ISO 27017 and ISO 27018. Two-factor authentication can add additional protection to portals. Encryption safeguards personal and sensitive data from accidental exposure, theft and leaks.
Efficient Collaboration
With Hubshare’s client portal, working together becomes effortless by centralizing communication, tasks and files. Take advantage of a discussions module to resolve issues quickly and avoid miscommunication that can occur on long email threads. Monitor projects in real time and use shared calendars to track workloads.
Customizable Portal
Hubshare portals can be quickly and easily tailored to meet clients’ needs and reflect a company’s brand values.
Additional Capabilities from M-Files
While Hubshare provides leading external collaboration software, M-Files provides an internal information management and collaboration tool that enables workers to find and use information more effectively. M-Files’ AI-powered intelligent information management solution connects all documents and information in a company’s platforms and repositories, analyzing documents to place them in context. In this way, M-Files provides a single view of all content without disturbing existing infrastructure or requiring documents to be migrated to a central repository.
Find Documents Fast
With M-Files, locate documents by their content rather than their location. Metadata tagging allows users to search for and access records quickly by entering a few keywords into the search bar.
Automate Document Workflows
M-Files' workflow engine automates document-intensive tasks, reducing human error, streamlining processes, and ensuring adherence to business timelines.
Keep Documents Safe and Controlled
M-Files balances access and security with encryption and advanced permissions, protecting sensitive information while maintaining control.
How M-Files Enables Efficiency for Your Business
Faster Search
What you need, when you need it. That is the way M-Files works. Fast, easy, and intuitive.
Familiarity
You can use your favorite daily tools, such as MS Teams or Salesforce to manage your documents.
Easy Collaboration
Share content securely, and co-author documents simultaneously — wherever you work.
Streamlined Daily Work
Let M-Files suggest tags for your documents and add workflows for faster processing.
Why choose M-Files?
By connecting information and documents across the organization to provide a single view of content, M-Files breaks down data silos and delivers an in-context experience for accessing and leveraging information. With M-Files, workers can quickly find the documents they need no matter where they are stored – in network folders, SharePoint, file-sharing services, CRM or ECM systems or other business systems, applications or data storage.
Integrations and APIs enable companies to integrate M-Files easily with other line-of-business applications and popular productivity suites. That means workers do not have to learn a new tool or platform to take advantage of M-Files’ technology. It’s no wonder that thousands of companies in more than 100 countries worldwide rely on M-Files for a 360° view of their content.
See M-Files In Action
Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-in integrations with existing applications and file systems.
