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Learn about better document delivery
Practical guides for sending important documents securely, delivering recurring records, helping customers find them later, and managing what happens when a business relationship ends.
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Understand the basics
New to customer document delivery? These guides explain the main ideas and the alternatives to ordinary email attachments.
What Is a Customer Document Portal?
A plain-English explanation of customer document portals, how they work, and when they are better than email attachments.
What Is the Best Way to Send Important Documents to Customers?
A practical guide to choosing the right way to send important customer documents securely and make them easy to find later.
Email Attachments vs Customer Document Portals
A practical comparison of email attachments and customer document portals for sending important documents.
Secure Document Delivery Explained
A plain-English explanation of secure document delivery, how it differs from email attachments, and when businesses should use it.
Send documents securely
Choose a better way to deliver important documents
Compare email, PDFs, secure links and more structured document delivery for confidential or important customer records.
How to Send Confidential Documents Securely
A practical guide to sending confidential documents without relying only on [ordinary email attachments](/learn/should-you-email-important-documents-to-customers/).
How to Share PDFs Securely with Customers
A practical guide to sharing PDFs with customers securely, without relying only on [ordinary email attachments](/learn/email-attachments-vs-customer-document-portals/).
Should You Email Important Documents to Customers?
A practical guide to deciding when email is enough for customer documents and when a more structured delivery method is better.
Best Alternative to Emailing Documents
A practical guide to alternatives to emailing important customer documents, including secure links, client portals and customer document portals.
Make documents easier to find later
Help customers keep important records
Good document delivery does not end when the file is sent. These guides focus on long-term access and reducing repeat requests.
How to Send Documents That Customers Can Find Later
A practical guide to sending customer documents in a way that makes them easier to retrieve months or years later.
How to Stop Customers Asking You to Resend Documents
A practical guide to reducing repeat requests from customers who cannot find documents you have already sent.
Recurring documents
Build a document history, not a trail of attachments
Payslips, statements, bills and reports are delivered again and again. A good process makes each new document part of a history the recipient can still use years later.
How to Deliver Payslips and Payroll Documents to Employees
A practical guide to delivering recurring payroll documents in a way that makes them easy for employees to access now and find again later.
How Financial Services Firms Can Deliver Customer Statements
A practical guide to delivering recurring financial statements in a way that supports clear customer communication and reliable long-term access.
How Utilities and Telecoms Can Deliver Customer Bills and Statements
A practical guide to delivering recurring utility and telecoms bills in a way that makes historic documents easier for customers to find.
How Property Managers Can Deliver Recurring Customer Documents
A practical guide to delivering rent statements, service-charge documents and other recurring property records in a way customers can find later.
How Accountants Can Deliver Recurring Client Reports and Documents
A practical guide for accountancy firms delivering management accounts, VAT documents, payroll reports and other recurring client records.
When the relationship ends
The portal can close. The documents may still matter.
Client portals and business systems work well while a relationship is active. But customers, clients, employees and patients may still need important documents long afterwards.
How to Offboard a Client Without Removing Access to Their Documents
A practical guide to closing a client relationship while making sure the client can still access important documents they need to keep.
How to Offboard an Accounting Client Without Removing Access to Their Documents
A practical guide for accountants who need to close a client portal account while making sure former clients can still access important accounts and tax documents.
How to Give Former Employees Access to Documents After They Leave
A practical guide to removing access to company HR systems while making sure former employees can still retrieve important employment documents.
How to Give Clients Their Documents When a Legal Matter Closes
A practical guide to closing access to an active legal client portal while making sure clients can still retain important final documents.
How Customers Can Keep Important Documents After an Account Closes
A practical guide to closing customer account access while making sure important statements and records remain available to the customer.
How Patients Can Keep Important Medical Documents After Treatment Ends
A practical guide to helping patients retain access to important medical documents after treatment ends or active patient-portal access is no longer needed.
Common business situations
Find the problem that looks like yours
A client leaves
Close the working portal without taking away documents the client still needs.
A customer changes accountant
Let a former accounting client keep important accounts and tax documents.
An employee leaves
End access to company systems while preserving important employment documents.
A legal matter closes
Close the active matter workspace while the client retains final documents.
A customer account closes
Separate access to the active account from access to historic documents.
Medical treatment ends
Help patients retain important documents beyond the active care relationship.
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