Share documents with clients for review and approval directly through the client portal. No more emailing PDFs back and forth — upload a document, request approval, and track the response in one place.
Upload a document to a client's document list, then click "Request Client Approval." The client gets notified immediately and the document appears in their portal, ready for review.
It takes two clicks from your side. No downloading, no attaching to emails, no chasing — just upload and request.
Clients see pending approvals front and centre on their portal home page. They can review the document, then approve or reject it with optional notes explaining their decision.
The whole process is self-service. Clients handle it on their own time, and you get notified the moment they respond.
Approvals work in both directions. When clients upload documents via the portal, your team reviews them before they're filed. Staff can approve or reject client-uploaded documents, keeping quality control in your hands.
This means nothing gets filed into your document management system without someone on your team signing off first.
Every approval action is recorded with a full audit trail — who requested it, who approved or rejected it, when they did it, their IP address, and any notes they left. You always know exactly what happened and when.
The audit trail gives you a defensible record of client consent. If a question ever comes up about whether a document was approved, you have the answer.
Document approvals work alongside document management, document requests, and the client portal to give you a complete document workflow. Request documents from clients, share documents for approval, and keep everything organised — all without leaving Sodium.
Document approvals turn a manual email process into a trackable, auditable workflow that clients can complete in minutes.
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