Secure document delivery with expiration tracking and compliance dashboards
Turn ClearSite into a client-facing service delivery platform. Upload certifications, reports, inspections, or any document and tag it to a specific client. They get notified instantly, log in to their own dashboard, and access their documents securely. Expiration tracking keeps everyone compliant — you see which clients are current, expiring, or overdue at a glance.
Upload a certification, report, or inspection result and tag it to the right client. They get an automatic notification with a link to view and download. No more emailing PDFs back and forth.
Set expiration dates on certifications, licenses, and policies. ClearSite warns both you and your client at 30, 60, and 90 days. Color-coded status: green for current, yellow for expiring, red for overdue.
See your entire client portfolio in one dashboard. Who is current, who is expiring this month, who is overdue. Sortable, filterable, exportable. No more spreadsheet tracking.
No signup required. Explore a live sandbox portal loaded with sample data and see exactly how Client Document Portal works for your organization.