Leverage templates to manage, merge, calculate and export board items to Excel spreadsheets and email them periodically with automations.
Document exchange with monday.com
Create a client document
portal with monday.com
Keep managing documents and client requests in monday.com while
giving every client a dedicated place to upload files and
access documents, reports and deliverables.
Want to see it in action?
Explore demo portals
Document exchange
Give clients one place to exchange documents
Document requests
Show clients what you need
Share clear document requests and required files so clients always know what needs to be provided and what is still outstanding.
Client uploads
Collect files in the right place
Let clients upload requested documents directly through their portal instead of sending files through email or file sharing tools.
Reports and deliverables
Share completed documents
Give clients access to reports, files and final deliverables directly through the same portal as work is reviewed and completed.
Connected workflow
Keep monday.com internal and give clients their own document portal
Your team continues managing document requests, files and delivery processes in your monday.com workspace. Client Portal Builder for monday.com turns relevant document data into a separate client experience without duplicating the workflow in another system.
Document exchange examples
Perfect for teams exchanging documents with clients
Use Client Portal Builder with any monday.com product. Collect and share client documents from workflows managed in monday work management, monday CRM, monday dev or service.
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Exchange briefs, assets, contracts and completed deliverables with clients throughout campaigns and ongoing project work.
Collect financial documents, tax records and supporting files while sharing completed reports and other important client documents.
Collect plans, reference files and project documents while sharing drawings, reports and completed documentation throughout the project.
Collect supporting information and client files while sharing reports, presentations and completed deliverables throughout the engagement.
Collect documents required for service delivery while sharing reports, completed files and other important documentation with clients.
Collect property and transaction documents while sharing contracts, reports and other important files throughout the process.
How it works
Build the document experience
around your existing boards
1. Connect documents
Use the boards that already contain document requests, files, reports and other information you want to exchange with clients.
2. Control client access
Choose which document requests and files each client can see, upload or access directly through their document exchange portal.
3. Exchange documents
Give each client secure portal access while your team continues managing requests, files and document processes internally.
External client access
When clients need more than a shared monday.com board
Shareable Boards and other monday.com collaboration options can work well when you want to share a monday.com board with external users or guests who should participate directly in a board inside your internal workspace.
A dedicated client portal is useful when clients should instead have a simpler place to upload requested documents and access only the files relevant to them.
Separate client experience
Keep your internal workspace internal
Give clients a dedicated interface without requiring them to navigate the boards your team uses internally.
Client specific information
Show each client what belongs to them
Connect portal content to individual clients so they only see the document requests and files relevant to them.
Connected workflows
Bring documents together in one place
Combine document requests, uploads, reports and other relevant files from your monday.com workflow in one client portal.
No monday.com accounts
Give clients separate portal access
Clients can sign in to their portal without becoming users of your monday.com account or accessing your workspace.
Beyond document exchange
Support the whole client relationship in one client portal
Give clients a clear place to get started: Collect information, files and required details while guiding clients through the first steps of the relationship.
Client approvals
Keep feedback and decisions moving: Give clients a clear place to review work, leave feedback and approve deliverables or next steps throughout active delivery.
Keep clients informed throughout delivery: Share progress, milestones, upcoming work and deliverables so clients always know where active projects stand.
Account information
Keep client details available: Give clients access to contacts, agreements, account details and other important information throughout the ongoing relationship.
Example
Turn monday.com document
workflows into a document portal
See how internal document requests and files in monday.com
can be turned into a simpler, more focused client
experience with Client Portal Builder.
Questions and answers
Frequently asked questions for client document portals
Find answers to common questions about exchanging documents with clients through monday.com, including uploads, file access, visibility and client accounts.
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Yes. monday.com File columns can be made editable so clients can upload requested documents directly through their portal.
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Can I share documents and files with clients?
Yes. Files stored in monday.com File columns can be displayed in the portal so clients can access relevant documents, reports and deliverables.
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Can each client see different documents?
Yes. Portal content can be connected to individual clients so each client only sees the document requests and files relevant to them.
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Do clients need a monday.com account?
No. Clients access their portal separately and do not need to be users of your monday.com account.
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Can clients preview documents in the portal?
Yes. Supported files such as images, videos and PDFs can be previewed directly in the portal without downloading them first.
Client Portal Builder for monday.com
Turn your monday.com workflow into a client document portal
Give clients a dedicated place to upload requested documents and access files, reports and deliverables while your team keeps managing the entire process in monday.com.
