Stored in this browser only

Files stay on this device/browser. No synchronization. No automatic backup. Keep your own copies. Deleting the app or browser data, or losing the device, can permanently erase your files.

Local demo mode

Sample data only. Selected files never leave this browser: they are not uploaded, stored, scanned or shared, and every change resets when the page reloads. Overview, Library, Upload, Review and Activity show sample content that is not stored. Your real documents are in My vault.

Open My vault

Client portal

Secure review workflow

Files & Documents demo

Secure document collection, review queues, file statuses, and client-facing upload flows in one working prototype.

Upload document Request documents

Document portal type

Client workspace with Contracts, Identity, and Statements workflows.

Client review queue

Portal type

A complete secure document loop

Files are requested, uploaded, reviewed, approved or returned, and tracked in one shared workspace.

1. Request documents

2. Upload document

3. Account reviewer review

4. Approval and activity trail

Total files

Pending review

Approved

Rejected / needs changes

Storage used

10.4 MB

Recent documents

Open library

Signed service agreement.pdf

Contracts · Avery Brooks · May 5, 2026Client-visible · 2.4 MB

Uploaded

Client ID verification.png

Identity · Morgan Hale · May 4, 2026Internal · 940 KB

Reviewing

March account statement.pdf

Statements · Jordan Lee · May 3, 2026Client-visible · 5 MB

Approved

Project approval memo.docx

Approvals · Client Services · May 2, 2026Internal · 1.3 MB

Needs changes

Client review queue

Review board

Signed service agreement.pdf

Contracts · Avery Brooks · May 5, 2026Client-visible · 2.4 MB

Uploaded

Client ID verification.png

Identity · Morgan Hale · May 4, 2026Internal · 940 KB

Reviewing

Open requests

New request

Signed agreement

Client: Morgan Hale · Due May 8, 2026

Priority: High

ID document

Client: Jordan Lee · Due May 9, 2026

Priority: Medium

Bank statement

Client: Client Services · Due May 10, 2026

Priority: Urgent

Activity feed

Uploads, requests, reviews, approvals, visibility updates, and deletion events.

portal

Signed service agreement.pdf

Avery Brooks uploaded a client document

May 6, 2026 · uploaded a client document: Contracts

Signed agreement

Priya Nair requested a document from the client

May 6, 2026 · requested a document from the client for Morgan Hale

Client ID verification.png

Elena Rossi started client review

May 5, 2026 · started client review: Identity

ID document

Elena Rossi requested a document from the client

May 5, 2026 · requested a document from the client for Jordan Lee

March account statement.pdf

Jordan Lee approved a client document

May 4, 2026 · approved a client document: Statements