Client portal
Documents
Quotes, payments, order tracking, documents, and project messages.
Documents
Find quote files, invoice copies, payment-proof references, and shipment releases in one client-safe room.
Released files stay grouped by quote, order, and invoice context. Shipment packs unlock after finance verification opens the right order access level.
Current file room status
Released now
26
Quotes, invoices, and proof references ready for review.
Locked
0
Shipment packs waiting for finance verification.
Reference only
5
Tracking summaries that point you back to the live workflow.
Released now
Quote copies, invoice PDFs, and stored payment-proof references stay visible against the right client record.
Unlocks after verification
Shipment release packs and delivery evidence appear after finance confirms the matching payment proof.
Never shown here
Supplier comparisons, internal pricing controls, sourcing notes, and employee-only logistics records remain hidden.
Available and upcoming files
Select a file group to review what is visible now, what is pending, and which workflow it belongs to.