A portal in your agency’s name where each client’s contacts sign in and find every compliance document for the candidates you place with them, straight from your ATS. No more emailed files, shared folders or “can you send Sam’s DBS again?”
Setting up is once for your agency; after that, handing over a client is a search, a switch and an email. Each walkthrough below is the real screen, and the steps above it light up as it plays.
Once, not per client. Pick your portal’s address, switch it on, and choose which documents clients may see. Add your logo and it’s on every page and email.
Search for the client. Its contacts come straight from your ATS: switch access on for each contact who should sign in.
One email, from your agency, that tells them what the portal is and gets them in with a single button.
Northfield Staffing via GettingDocs · to [email protected]
Northfield Staffing has shared documents for the candidates placed with you
Client document portal
Northfield Staffing has shared documents for the candidates placed with you
Hi Joe,
Northfield Staffing has set you up with a secure portal for Blue Haven General. In it you can see every candidate they’ve placed with you, and open or download their compliance documents whenever you need them.
No password to remember
Always up to date
Private to you
Open your document portal
No account to create and no password to forget. A six-digit code by email, every time.
Each candidate placed with them, and every document you share for them, with expiry dates and a live preview.
Every sign-in, preview and download is in your activity log, with who and when. Refused attempts too.
Today
The portal doesn’t keep a second copy of anything. Every page reads your ATS as it opens, so the documents your contacts see are the ones on the candidate and the placement right now.
In JobAdderSam Lee, Staff Nurse at Blue Haven General
On Zoho Recruit or Greenhouse? The portal isn’t there yet, but GettingDocs already chases and files documents for both.
Files stream from your ATS on each request. They’re never written to disk, a database or a cache in GettingDocs.
Every page, preview and download checks again that this contact may see it. A forwarded link shows nothing, and is logged.
A code lasts 10 minutes with five tries. Sessions end after an hour idle, or 12 hours in all.
A candidate’s name, job title, dates and the documents you share. Never their contact details or rates.
Previews open inside the portal, not a new tab, and close themselves after 15 minutes untouched.
Sign-ins, views, downloads and refusals, kept for two years and filterable in your settings.
A private website, in your agency’s name, where contacts at the clients you place candidates with sign in and see those candidates’ compliance documents for themselves. It replaces emailing files, keeping shared folders in step, and answering requests for the same document again.
No. There is nothing to create per client: no SharePoint site, Google Drive or Dropbox folder, no permissions to set up, and no files to upload or keep in step. The portal shows the documents already on the candidate and the placement in your ATS. Handing a new client over is switching access on for their contacts and sending the invitation.
The portal shows what is in your ATS, so add those files to the candidate or the placement there once. From then on they appear in the portal by themselves, and anything new you add in your ATS follows within a minute.
No. A browser and their work email are all they need. They sign in with a six-digit code sent to that email, with no account to create and no password to remember, on a computer or a phone.
Not usually. Contacts come from your ATS, so a contact made inactive there or moved to another client loses access within 15 minutes by themselves. Switching someone’s access off in GettingDocs ends it at once.
A shared link works for whoever it is forwarded to. In the portal, every page, preview and download checks again that this contact may see it, so a forwarded link shows nothing and the attempt is logged. Previews open inside the portal and close themselves after 15 minutes without activity.
Yes. Start with one client and one or two of their contacts, and keep anything else as it is until you are ready. The handoff guide has a short message to send your contacts before their invitation, so it arrives expected.
No. Every document stays in your ATS. When your client opens one, it streams from your ATS to their browser and is not written to disk, a database or a cache anywhere in GettingDocs.
JobAdder, Crelate and Recruit CRM. Zoho Recruit and Greenhouse aren’t supported by the portal yet, though GettingDocs still chases and files documents for them.
No. They sign in with a six-digit code sent to their work email. A code lasts 10 minutes and allows five tries. Sessions end after an hour without activity, and after 12 hours in all.
No. A client only ever sees its own placements, and on each only the kinds of document you’ve chosen to share. A candidate placed with two of your clients has two placements, and neither client sees the other’s contract documents.
Within a minute of being added in your ATS, without anyone uploading anything. You can also press Refresh portal data to show them straight away, and your client has a Refresh button of their own.
Yes. The activity log records every sign-in, preview and download, and every refused attempt, with who and when. Entries are kept for two years.
Yes. Your agency’s name and logo are on the portal, its sign-in page and the invitation, which comes from your name with replies going to your team.
See the portal on your own placements on a short call, or follow the step-by-step handoff guide.
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