Documents and workspace

Secure Portals

Share candidates, documents, feedback, approvals, and status updates in controlled portal workspaces.

Portal surfaceDocuments and workspace2 workspace modesCore product surface

Back to catalog

Client portal
Platform Engineering

Review queue

4 ready
Candidate AScoped for review
Candidate BScoped for review
Interview notesScoped for review
Offer packetScoped for review
Private workspaceNo internal data exposed
Source page reference

Create branded collaboration spaces for clients, candidates, and hiring teams.

Portals expose only the right records, files, and decisions while keeping internal operations private.

  • Launch branded portals for clients, candidates, or internal teams
  • Share candidate profiles, documents, and status safely
  • Collect feedback, approvals, and decisions in one place
  • Control access by role, link, workspace, and expiry
Secure Portals source page reference
Core capabilities

What the page needs to make clear.

Move stakeholder review out of email and into a tracked workspace.

Branded workspace

Match the portal to the client, role, or candidate experience.

Granular access

Control every permission at stakeholder level.

Secure file sharing

Move resumes, scorecards, contracts, and files out of email.

Feedback threads

Keep feedback tied to candidate records and decisions.

Approval capture

Record approvals with owner and timestamp.

Activity audit

See who viewed, commented, approved, or downloaded information.

Workflow

Secure Portals flow

Teams that collaborate with external stakeholders and need secure visibility without exposing the full workspace.

Scopedexternal access
Filessecure sharing
Auditactivity trail
Approvedecision capture
1
Create portal

Start a client, candidate, or hiring team workspace.

2
Set permissions

Choose who can view, comment, approve, download, or invite.

3
Invite stakeholders

Invite stakeholders through secure links or workspace access.

4
Share profiles

Publish profiles, documents, updates, and feedback requests.

5
Collect feedback

Capture comments, approvals, rejections, and decision notes.

6
Close decision

Close the loop with tracked next step or archive reason.

Enterprise workflow

Built for visible, controlled workflows.

Each feature page exposes the public-safe outcome, the operating controls around it, and the product route it came from.

Outcomes
  • Client review
  • Secure files
  • Approval capture
Controls
  • Scoped file and document access
  • Preview and editor handoff
  • Retention-aware storage model
  • Workspace-scoped permissions
  • Designed for review, not hidden automation
Source in the product

Generated from the app, refined for buyers.

This marketing mock keeps the feature catalog tied to Syndeo's operator navigation and workspace profiles, then translates it into public-safe product language.

Primary route/operator/clients
Source keys
clients, drive, support
Workspace modes
Agency, Internal hiring
Routes found
3
Open product route
Related features
DriveDrive manages files, folders, trash, previews, and editor handoff.DocsDocs is the internal workspace knowledge base for pages, spaces, search, and collaboration.VaultVault is the secure workspace area for finance, payroll, payables, vendors, books, and sensitive records.

Designed to fit the larger Syndeo workflow.

Each application plugs into candidates, workspace permissions, reviews, and audit-ready history so teams can move faster without losing control.

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