Your portal is not complete without the expansive contact features found in our Contact Manager Plugin. Keep detailed contact information available at a glance and available to the people that need to see it, but hidden away from the eyes that don't. This plugin allows you to import your contacts from a CSV file in a cinch! Keep track of your contacts with searchable notes, and simplify contact updates, as well as easily upload and sync thousands of documents to your clients' portals. Through our unlimited portals feature, each contact gets their own secure portal.

The Contacts Plugin provides an extension to the basic portal, allowing you to keep all your contact information in one place. It's easy to get started with our contact import feature, which provides a way to get started quickly.

Each contact record can store detailed address information, along with your notes and information needed for future calls. Get rid of that sticky note - use our contact features across your organization to reduce lost sales information.

Quickly share one, or thousands of documents seamlessly using PortalsXpress Auto-Router feature. You have the ability to upload thousands of documents with a single click and watch as they simultaneously sync to their correct locations, all based off of how you name your files. You can share one document to an entire group of contacts, multiple documents to one contact, or both, all at the same time. With Auto-Router, file sharing just became a whole lot easier!

Security is maintained with our unlimited portals feature, where each contact gets their own secure web portal. Print documents directly to your client's portal, using our PDF printer driver, let your client know that new documents are available with our single-button invitations, and know when your clients downloaded their documents with our auditing features.