Client Portals
Build a branded, shareable file-collection page for each client — no coding needed.
What is a portal?
A portal is a dedicated page at a unique URL that groups multiple upload widgets together. Instead of sending your client different links for different document types, you send them one URL where they see everything in one place.
Example:
https://drivewidget.com/portal/your-portal-slug
A portal for a mortgage broker might look like:
- Section 1: Upload your ID (accepts JPG, PNG, PDF)
- Section 2: Upload proof of income (accepts PDF only)
- Section 3: Upload bank statements (any file, up to 10MB)
Each section saves files into a different Drive folder automatically.
Creating a portal
- Go to Dashboard → Portals → New Portal
- Give it a name and URL slug
- Add sections — each section links to one of your widgets
- Optionally set a header image, logo, and brand color
- Hit Publish — share the URL with your client
Portal sections
Each section inside a portal:
- Has its own title and description
- Points to one widget (inheriting its Drive folder, file restrictions, etc.)
- Can be reordered by drag and drop
Section limits by plan:
| Plan | Max sections per portal |
|---|---|
| Free | 3 |
| Starter | 5 |
| Growth | 8 |
| Pro | 15 |
| Business | Unlimited |
Customization
| Option | Description |
|---|---|
| Logo | Your company logo shown at the top |
| Brand color | Sets the accent color on buttons and headers |
| Header image | Full-width banner behind the portal title |
| Custom message | Welcome text shown to the client |
| Password | Optional password to restrict access |
Tracking submissions
Every file uploaded through a portal section is logged under Portal → Submissions. You can see:
- Which section it came from
- Filename, size, upload time
- Form field values (name, email, etc.)
- Link to view the file in Google Drive
Sharing with clients
Each portal has:
- Direct URL —
drivewidget.com/portal/your-slug - QR code — download from the portal settings page
- Embed — embed the full portal page in an iframe on your own site
Use cases
- Agencies — One portal per client. Client uploads brand assets, contracts, photos.
- HR Teams — Candidate submits CV, ID, certificates in one step.
- Accountants — Client uploads receipts, bank statements, tax documents.
- Event photographers — Guests upload photos from a shared QR code at the event.
- Freelancers — Project kickoff portal: brief, references, assets — all in one place.
Next steps
- Embed Widget → — Embed a single upload form on any page
- Connections → — Set up Google Drive folders for each portal section
- Webhooks → — Get notified when clients submit files
- REST API → — Access uploaded files programmatically