Client portal mobile app
Cloud Docs Pro, the client portal mobile app
Your clients' private space, on their phone, for iPhone and Android.
A document sharing app for you and your clients. They link it to their account on your site with a QR code, then see their documents, send files and follow their requests from their phone.
- Their documents, anywhereThe same folders as on your site, and nothing else.
- A notification when something arrivesA new document, a request that moves on.
- Uploads from the phoneFrom the app into their folder of your company Drive.
App StoreComing soonGoogle PlayComing soon
Less effort for your clients, fewer reminders for you
Your clients check their phone far more often than their e-mail or your website.
Without the app
- A new document waits until the client sits at a computer
- Open the computer, find the e-mail, log in to the site
- The team sends reminders just to say "it's there"
- Sending a document means finding a computer first
- "Where is my request?" by phone or e-mail
- Files arrive late, so the work starts late
With Cloud Docs Pro
- A notification on the phone as soon as a document arrives
- One tap opens it, no login to remember
- Fewer reminders: clients see new documents for themselves
- A file saved on the phone goes straight to their folder
- Each request shows where it stands
- Documents come back sooner, so the work moves faster
Client document sharing
A document sharing app made for client work
To share files with clients, file transfer apps send each file once, through a link anyone can open. Client work needs more: one private space per client, documents that travel both ways, and requests that show where they stand.
Cloud Docs Pro is the mobile side of your client document portal. Every document stays in your company Google Drive, in the client's own folder.
Shared links or a client portal app
Shared links and file transfer apps
- One link per file, to create and send
- Anyone with the link can open it
- Files spread across e-mails and accounts
- No way to follow a request
Cloud Docs Pro
- One private space per client, always up to date
- Only the client, signed in, sees their folder
- Every file in your Google Drive
- Requests followed step by step
What your clients do in the app
Open their documents
They browse their folders and open what you put there. The same folders as on your site, nothing else of your Drive.
Upload from the phone
They pick a PDF, a scan or a photo saved on the phone, and it goes into their folder in your company Google Drive.
Send and follow requests
They start a request with its short form, like on the web, and see each step as the team ticks it off.
Get notified
When documents reach their folder, even ones added straight in Google Drive, or when a request moves on. Files sent together bring one notification; the next one comes 15 minutes later at the earliest.
Switch between companies
A client of several businesses that use Drive Workflows links each one, and switches from one space to the other.
Your branding
The app shows your name, logo and main colour. Without them, it uses your site's title and icon.
How a client starts using the app
Clients don't need to install the app beforehand: the QR code shows them where to get it.
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Step 1: You turn the app on, once
In DriveWorkflows → Settings → Mobile app, turn it on and add your name, logo and colour.
Screenshot: DriveWorkflows → Settings → Mobile app -
Step 2: The client clicks "Open on my phone"
In their space on your site, a window shows a QR code and an 8-character code.
Screenshot: the QR code window on the site -
Step 3: They scan the QR code
With the phone's camera: the app opens, or a page shows where to download it. Already on their phone? The button opens the app, or they type the 8-character code. The code works once, for 5 minutes.
Screenshot: the page that opens after the scan -
Step 4: Their space is on their phone
Their folders and requests show straight away, and your site shows which phone is linked.
Screenshot: the client's space in the app
Use cases
A client portal app for every field
Wherever clients send documents and wait for answers, the app saves them a trip to the computer.
Accountants and bookkeepers
Clients upload invoices and receipts from their phone, and get a notification when the accounts are ready.
Client portal for accountantsVirtual offices
A letter is scanned: the client is notified, reads it on the phone and asks for forwarding in two taps.
Virtual office softwareReal estate agencies
Tenants send their application file and follow it, up to "Sent to the landlord", without calling.
Real estate client portalWeb agencies
Clients send logos, photos and texts from their phone, straight into the project folder.
Client portal for agenciesLaw firms
Clients send the documents for their case and see each step, without another e-mail thread.
See the exampleInsurance brokers
A claim is declared with its photos and documents in one go, then followed from the phone.
See the examplePhotographers
Clients view the watermarked proofs, choose their favourites, then download the final photos.
See the workflowArchitects
The client gets a notification for each new plan and approves it or asks for changes.
See the workflowBefore you start with Cloud Docs Pro
Questions
What is a client portal app?
A client portal app is a mobile app where each client of a business signs in to a private space: they find the documents the business shares with them, send their own files and follow their requests. Cloud Docs Pro is the client portal app for WordPress sites that run Drive Workflows, with the documents stored in the company's Google Drive.
What is the best way to share files with clients?
For one-off files, a transfer link is enough. When the same clients send and receive documents all year, a client file sharing portal works better: each client has a private space, every file lands in the right folder, and nothing gets lost in e-mails. Drive Workflows gives you that portal on your WordPress site, and Cloud Docs Pro puts it on your clients' phones.
Is Cloud Docs Pro a secure way to share documents with clients?
Yes. Each phone is linked to one client account with a single-use code, and sees only that client's folders. Documents stay in your company Google Drive, nothing is copied to us, and notifications never show a file name. Security and privacy
Can my client portal have its own app?
Yes. Cloud Docs Pro is the mobile app for the Drive Workflows client portal. Your clients download it for free, link it to your site with a QR code, and it shows your name, logo and colour. You don't publish an app of your own: one app on the stores serves every business that uses Drive Workflows, each with its own branding.
Do my clients need to download the app before linking it?
No. When a client scans the QR code with the phone's camera, the app opens if it is installed; if not, a page shows where to download it. On a phone, the "Open on my phone" button opens the app directly, and an 8-character code works as a backup.
How often do clients get notifications?
A notification goes out about a minute after a new document reaches the client's folder or a request moves on. Files sent together bring one notification, then the app waits 15 minutes before the next one (you can change this delay). Each client can turn notifications off for each space.
Can the app carry my logo and colours (white label)?
Yes. In DriveWorkflows → Settings → Mobile app, add your name, logo and main colour. The app takes them as soon as a client links it. Its name on the stores stays Cloud Docs Pro; inside, your clients see your brand.
When will it be on the App Store and Google Play?
Soon: the app is built for iPhone and Android and is getting ready for the stores. Until then, your clients use their space in their phone's browser, with the same documents and requests.
Is the app included in the price?
Yes. Every paid Drive Workflows plan includes Cloud Docs Pro, with no separate price and no limit on the number of clients. Your clients download it for free.
Do I need the Drive Workflows plugin?
Yes. The app shows the client space of a WordPress site that runs Drive Workflows. All the rules stay on your site: the app shows only what your site lets each client see.