Share Reports the Moment They're Ready
Hit "Share to Portal" on any finished form and the PDF publishes to your client’s portal. Clients are notified automatically and can view, search, or download documents by project and category. No attachments, no lost emails, no resends.
- One-click publishing from the form, with automatic client notifications
- Documents organized by project and filterable by category
- Preview, download one file, or download all with a single click
