To be able to share documents with clients via the Glide Portal feature
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Ben Norwell
Nov 6, 2020
We have now released our MDS Portal integration and so it is now possible to have client portals in Glide. Each client can have multiple portals, you can invite different combinations of contacts to each and documents can be uploaded directly in Glide.
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Moderator
Apr 6, 2020
Hi. As a primary focus we are building a detailed integration with MyDocSafe, this will provide full document, portal and e-signature functionality within Glide. The document phase is ready now and work is ongoing on portals. If you would like access to an early version of this please do contact the team.
We have now released our MDS Portal integration and so it is now possible to have client portals in Glide. Each client can have multiple portals, you can invite different combinations of contacts to each and documents can be uploaded directly in Glide.
Hi. As a primary focus we are building a detailed integration with MyDocSafe, this will provide full document, portal and e-signature functionality within Glide. The document phase is ready now and work is ongoing on portals. If you would like access to an early version of this please do contact the team.