Secure Portals
or pick your industry
Board Packets For iPads
Electric Cooperatives
Financial Advisors
Investor Management
Online Forums
Check Out
Our Most Popular Tools
Secure Document Search Engine
Enterprise Server
Secure Web Hosting
Security Seal


Contacts Plugin

Keep detailed contact information
Automatically import your contacts with our contact import
Maintain notes for each contact
Print directly to your contact using our PDF printer driver
Each contact gets separate storage on their own portal
Upload and sync thousands of documents to your clients' portals
Keep track of when your client gets files from their portal
Configurable document retention policies

Single-user price: $4/month

Volume discounts on multi-user pricing; see pricing for details


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.