Open Document Portal

Open Document Portal2017-09-25T13:02:10+00:00

Slash your printing and postage costs

More and more customers expect to download their documents from the web. With Open Document Portal, you can offer them this facility – and cut your printing and postage costs at the same time.

This secure web portal, branded to complement your corporate identity, automatically generates emails to let your customers know that they can download their documentation.

  • Customers access the portal using their email address and date of birth. They can then set their own password to assure security.
  • Documents are stored as PDF files with no restrictions on the type of client documents that can be stored.

View the demo to see how simple Open Document Portal is to use

Product information

  • Customers access the portal using their email address and date of birth. They can then set their own password to assure security.
  • Documents are stored as PDF files with no restrictions on the type of client documents that can be stored.
  • Documents are available for the lifecycle of the policy, so clients can visit the portal as many times as they like to retrieve or view their documentation.
  • You gain major workflow efficiencies through not having to print, collate and post documents.
  • Your customers get their documents faster with no chance of them being lost in the post.
  • Your business is seen as up-to-date, technologically driven and focused on the needs of your customers.

Minimum requirements

Open Document Portal is subject to the following software version dependencies:

  • Core 14.00A/O or above
  • APM 7.00A or above
  • Utility 4.00A or above
  • Mist Lib x2.02B or above