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Tag: Secure File Upload

Why Client Portals Fail (and How Collaboration is Key)

Client portals fail at document collection because they lack collaboration. Learn why and how Pipefile’s comments, reviews, and feedback make the process frictionless.

Published August 16, 2025
Categorized as Client Experience, Client Portal, Document Collection Tagged Client Portal, Document Collaboration, Document Collection, Secure File Upload

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.

Published October 13, 2024
Categorized as Announcements, Client Experience, Client Portal, Document Collection, Product Features Tagged Client Portal, Document Collection, Electronic Signature, Fillable Forms, Fillable PDF, Secure File Upload

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.

Published August 1, 2023
Categorized as Announcements, Client Portal, Document Collection, Product Features Tagged Checklists, Client Portal, Comments, Document Collaboration, Document Collection, Secure File Upload

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.

Published October 6, 2022
Categorized as Announcements, Product Features Tagged Checklists, Client Portal, Document Collaboration, Document Collection, Secure File Upload

Recent Posts

  • Why Client Portals Fail (and How Collaboration is Key)
  • New! Checklist Sections
  • Pipefile Selected for 2025 AILA Innovators’ Spotlight
  • New! AI Checklists
  • New! Export to PDF
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