Client portals fail at document collection because they lack collaboration. Learn why and how Pipefile’s comments, reviews, and feedback make the process frictionless.
Tag: Client Portal
New! Checklist Sections
Collecting documents can get messy fast. Pipefile’s new Checklist Sections let you organize requests into clear groups, making client requests faster and easier to manage.
New! Export to PDF
Pipefile now lets you export file requests as a single merged PDF. With one click, compile all client uploads into one easy-to-share document.
New! Pipefile Document Scanner
Pipefile now includes an integrated document scanner — making it effortless for clients to scan, convert, and upload documents directly to your requests.
New! Fillable Forms and eSignature
Pipefile now supports fillable forms and eSignatures — making it easier than ever to collect, complete, and sign documents securely in one seamless workflow.
New! Pipefile Comments
Pipefile now includes Comments — keeping client communication in one place. Clients can ask questions directly on requests, and you can reply from your dashboard.
New! Pipefile Translations
Pipefile now supports Translations — send fully localized requests and templates with translated emails and a client upload experience in their language.
New! Easier Document Reviews
Reviewing client documents is now simpler and more intuitive in Pipefile. Accept, reject, or mark items incomplete with clear visibility across your team.
How to Collect Documents Faster
Still using email or shared folders to collect documents? There’s a faster, safer way. Learn how Pipefile streamlines document collection and keeps clients on track.