https://store-images.s-microsoft.com/image/apps.7285.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.94b18b23-a69c-45b0-abb6-d7b24e763e20.png

DocPortal

by My Wealth Cloud

Integrate DocPortal with Outlook for simplified document sharing with your clients.

DocPortal is a document management platform that enables you and your clients to securely send, receive, e-sign and permanently store important documents at the touch of a button. Promote your brand and retain and acquire customers, all from within your regular workflows that you can access from anywhere at a moment’s notice.

DocPortal requires an account and thus further charges may be applicable. Please find further information on our website www.docportal.co.uk

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. Other items in your mailbox can’t be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.
This add-in can launch itself when:
  • The user adds or removes attachments from an email.
  • The user adds or removes recipients from an email.

At a glance

https://store-images.s-microsoft.com/image/apps.27269.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.53c002c2-4783-4eb0-aeef-b68bb9967d53.png
https://store-images.s-microsoft.com/image/apps.7972.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.96de95e7-be51-478e-933f-43aeddd0b575.png
https://store-images.s-microsoft.com/image/apps.8998.1bb4ab33-f3d2-47e9-874f-b17ff9da1482.b2c4fd83-551b-4ebb-8282-e9f0fce36994.45fff501-a068-419e-9ad6-f327619c64ec.png