Replace your shared drive with an AI-powered document portal
Contracts, case files, and HR documents shared over email or a shared drive leave no record of who saw what, or when. Betty Blocks generates a governed document portal connected to SharePoint, OneDrive, or the storage you already use, with an audit trail and access control built in from the first upload.
Features
Build a secure document sharing portal with AI capabilities
Build a document portal for internal teams, external partners, or new-hire onboarding, matched to your security and compliance needs regardless of scale.
Frictionless Portals
Generate a secure AI portal for file uploads
Combine security with a fast upload experience in a document portal built with Betty Blocks. Use the AI assistant to generate the interface, then connect it to the storage and workflows document sharing actually needs.
Digitize Employee Processes
Extend any client portal with document sharing features
Add document sharing to a client portal you already have. Betty Blocks generates it around your governance and compliance requirements, and keeps every version consistent as you scale through Master Templates.
Legal Operations
Law firm document portal and legal request intakes
Legal work needs precision and a clear record of who touched what. A document portal for law firms centralizes request intake, client file uploads, and case documentation in one governed environment.
Digital Onboarding
Secure file upload for onboarding of new employees
Move new hires through contracts, IDs, certificates, and forms in one controlled flow instead of a chain of email attachments. Each upload can trigger the next step automatically, an approval, a task, or a sync to your HR systems and ATS software.
Secure Collaboration
Provide users with a safe environment for sharing files
User roles, permissions, and SSO are built into the portal from the start. Share files with clients, vendors, and partners without exposing anything else in your systems.
Instant AI Generation
Generate your document portal with a single prompt
Describe for which audience you are creating your web portal, and watch Betty Genius deliver an AI-generated prototype instantly.
Connect with the document and file-sharing tools you already use
Frequently Asked Questions
FAQ about creating document management portals with Betty Blocks
Can I create a free document upload portal with Betty Blocks?
Sure! Take a trial of the Betty Blocks and start building your first application for free right here.
Is Betty Blocks suitable for building document-sharing portals for investors?
Of course! With Betty Blocks, users create robust investor portals equipped with secure document sharing.
Am I able to add document sharing to my CRM portal?
For sure! You can connect to any CRM or CMS via our customizable portal software using a Remote Model component.
Can I collaborate with customers in my custom document portal?
Yes, of course. You can use Betty Blocks to create collaborative spaces for customers, clients, partners, and other external parties.
I want to know more about building secure document portals with Betty Blocks. Who can speak to?
Glad to hear! You can schedule a personalized meeting with one of our Solution Architects at your convenience.
