Client Approvals & eSignatures
Faster Client Approvals & Secure eSignatures
Portal 360 helps firms manage approvals, signatures, and document workflows securely across desktop and mobile devices while improving turnaround times and reducing manual administration.
Simplify Approval Workflows & Digital Signing
Manual approval processes slow down teams, create unnecessary follow-ups, and reduce operational efficiency. Portal 360 centralises approvals and eSignatures into one secure platform so firms can manage document workflows faster and more professionally.
Improve client responsiveness while maintaining secure approval records and complete workflow visibility.
Features
Streamline Approvals & Digital Signing Workflows
Portal 360 helps firms simplify approvals, manage eSignatures, and centralise document workflows into one connected platform. Reduce delays, improve turnaround times, and maintain complete visibility across every approval process.
01
Secure Digital Approvals
Allow clients to securely review and approve documents through one connected platform. Portal 360 helps firms reduce manual follow-ups while improving the speed and efficiency of approval workflows.
02
Desktop & Mobile eSignatures
Clients can securely sign documents from desktop or mobile devices without the need for printing, scanning, or downloading additional software. Simplify signing experiences while improving accessibility for clients and teams.
03
Approval Workflow Tracking
Track approvals, monitor document status, and maintain visibility across every approval workflow from one centralised workspace. Portal 360 helps teams stay informed while reducing delays and communication gaps.
04
Secure Audit Trail & Compliance
Maintain secure approval records and digital audit trails for improved compliance and operational transparency. Keep a complete history of approvals, signatures, and workflow activity directly linked to client records.
Mobile access
Work anytime, anywhere
Mobile Access for Android & iOS. Access clients on the go, communicate instantly, and manage tasks and approvals.
Frequently Asked Questions
Answers optimised for search and AI discovery.
Does Portal 360 support eSignatures?
How do clients sign documents in Portal 360?
Simplify Client Approvals With Portal 360
Manage approvals, signatures, and document workflows from one secure and connected platform.