File Preview
Instantly view PDFs, Videos, Images, Audio Files On-Demand from Any Device
With our File Preview feature, your customers and team can instantly view secure files and videos from our client portal on any device, without the need to download or open the file. This saves time and makes it easy to process files and gather documents, even when on the go.
Let Zapa Save Your Firm Time, Money, and Resources
Our File Preview feature is designed to make it easy for professionals such as accountants, attorneys and paralegals to gather and process files from anywhere. Our secure client portal allows users to preview files and videos instantly, without having to download or open the file. This saves time and increases productivity, as users can quickly determine if the file is relevant to their needs without having to spend time opening and reviewing the entire document.
As a professional, you need to gather documents and process files quickly and efficiently.
Challenges
- Difficulty ensuring access to client files is properly restricted
- Inability to track who has accessed client files
- Risk of sensitive information being leaked or accessed by unauthorized personnel
We're here to help:
- Provides granular control over user permissions, allowing you to restrict access to specific files or folders
- Tracks every action taken within the portal, providing an easy-to-read log of who did what and when
- Ensures sensitive information stays safe and secure, reducing the risk of leaks or unauthorized access
Benefits
- Increased peace of mind knowing client files are secure and access is controlled
- Improved ability to comply with regulations and guidelines around data privacy and security
- More efficient workflow by simplifying access control and tracking
With Zapa Client Portals:
- Our clear permissions workflow provides granular control over user permissions, ensuring only authorized people have access to sensitive client files. This, in turn, reduces the risk of leaks or unauthorized access, providing increased peace of mind
- The Activity History Audit feature tracks every action taken within the portal, providing an easy-to-read log of who did what and when. This makes it easy to comply with regulations and guidelines around data privacy and security
- With our User Permissions and Activity History features, you can easily manage user permissions and track every action taken within the portal, simplifying access control and tracking. This leads to a more efficient workflow, allowing you to spend more time on other important tasks
Loved by Thousands
ZAPA has made
a MAJOR impact.
We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!
Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
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