Customer Document Portal


We are in the finance sector and receive documents from our customer in order to completetheir applications. Currently they Whatsapp or email their documents to us.

We would like to build a 'portal' that gives the customers a list of items we require >

They then click on the listed item and have the option to send us a photo (from their mobiles) or to attach files (desktop).

Once the client has forward their documents to us we would ideally like them placed in to folders for us to process.

Ideally this would sync and save directly in to Google Drive.

The 'portial' can be just a specific secure link for each customer.

There is a piece of software but it's agonisingly slow. [login to view URL]

Look forward to hearing back to see if this is at all possible!

Many Thanks


Skills: Web Hosting, Cloud Computing, CRM, Google Cloud Storage

See more: client portal software for accountants, one hub portal, online document portal, document upload portal, secure document portal amazon, smartvault app, secure portal access, create your own client portal

About the Employer:
( 2 reviews ) Leighton Buzzard, United Kingdom

Project ID: #23418136

32 freelancers are bidding on average £1305 for this job


Hello Kwok, Yes, it is possible. I have reviewed the "fileinvite" but it'd be great if you list down all the specifications/features that you require in your portal. Based on that, I'll share the exact quote to comple More

£2500 GBP in 30 days
(45 Reviews)

Hi there, I have read initial requirements and as per my understanding, you want to develop responsive website to collect data and documents from users and need to integrate google drive API to save documents on googl More

£1500 GBP in 40 days
(12 Reviews)

Dear employer as a customer portal developer i am having relevant skills as you requested in your project description...i can share some demo as well in further chat. can we discuss more on this to get detail understan More

£1350 GBP in 14 days
(31 Reviews)

Dear Employer, Greetings From Team Augurs. Coming to your project scope we will develop a customer document portal that gives the customers a list of items you require and then click on the listed item and have the o More

£1300 GBP in 30 days
(1 Review)

Hi kwok, Requirements:- Designing + Development of customer document portal ==================================================== For :- Finance sector and receive documents from customer ============================= More

£1125 GBP in 25 days
(3 Reviews)

Hello there, Hope you are doing great! Please find my understanding on your Portal that you want to develop: - You will share the secure link to your customers where all the items will be listed out that customer More

£2000 GBP in 45 days
(2 Reviews)

Hi, Kwok! I represent skilled ecommerce web devs and designers from Western Europe. Our team of experts ready to build customer document portal for you. We have a team of professional ecommerce developers with kn More

£900 GBP in 20 days
(2 Reviews)

Hello Kwok, Greetings from Votive Technologies!! After reading your job description, and reference website, we understood that you are looking to build a CRM system, so you can collect your client documents and detai More

£1400 GBP in 25 days
(4 Reviews)

Hello, I understand that you want to create a portal and in this portal, the user will have the authority to submit their documents as per the requirement of the finance sector. I'm ready to build. I am ready to build More

£1500 GBP in 46 days
(1 Review)

Hi there, Yes, it is too much possible. I will make a portal, client will click on listed items and can upload their documents from any device and fill their name, email and mobile and that document will automatically More

£1000 GBP in 15 days
(20 Reviews)

Hi there, Well, I could only bid the lowest amount of £750 - but I wanted to bid lower as I can tell you the software you need. There is some software already out there that ticks these boxes for you! Drop me a PM a More

£750 GBP in 2 days
(5 Reviews)

Dear Sir, Hope you are doing [login to view URL] carefully reviewing the requirements of the job description, I feel that we are very much suitable for the [login to view URL] can start working now . please give a chance to work for you More

£1250 GBP in 18 days
(4 Reviews)

Hello! We can give you a quote for the portal build. Can we create a feautures doc? Please check my profile and message me for more details. Thank you

£1125 GBP in 5 days
(3 Reviews)

Hello Kwok, Your job requirement has been reviewed by us. So, we can surely help you to build your 'Customer Document Portal' with your functional requirements: - Gives the customers a list of items - Click on the More

£2310 GBP in 45 days
(1 Review)

Dear Sir,   Our team has a huge experience in Cloud Computing, CRM, Web Hosting, Google Cloud Storage as a result we can successfully complete this project. Having the required skills, we will be glad to help you.   We More

£1448 GBP in 5 days
(1 Review)

Hi, we can achieve this by saving to the database and then syncing it with Google Drive. Let's discuss your requirements in further detail to finalize the scope of your project. I am a full stack developer and a sea More

£950 GBP in 15 days
(2 Reviews)

Hi Greeting! Thank's for providing us an opportunity to bid on your project. We would love to work with you. We have 750+ projects completed by our 24 + employees so we are very excited to participate in this project. More

£750 GBP in 7 days
(3 Reviews)

Hi. I have gone through every detail of the description very carefully and found that I could be the best fit for your needs. Briefly introducing my expertise, I have been working as a full-stack Frontend and Backend More

£1470 GBP in 15 days
(2 Reviews)

Hi there, Thank you for sharing your requirement. Hope you are doing good and having a nice day. We are a team of Aston Hill having 8+ years of experience in Web and Mobile design plus development and primarily deal More

£1125 GBP in 7 days
(1 Review)

Hello I checked your requirements and the site service. I understand what do you want. I can make the portal of your requirements and if you give me the customer submit data format, I will work on them. Can you discuss More

£1000 GBP in 15 days
(1 Review)