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Document Portal

Seamlessly upload, download, manage, and store multiple files in Quickbase, Amazon S3, Dropbox or Egnyte.

Document Portal is an advanced file management solution for Quickbase, offering expanded storage options, larger file handling, and batch actions.

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Document Portal

Streamline and Connect Your File Management Process

Enhance file handling beyond Quickbase's native capabilities with a unified and efficient process:

Download multiple files at once as a .ZIP file

Upload up to 2GB of files at once without limitations

Edit related records directly within Document Portal

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Easily Integrate Quickbase with Amazon S3, Dropbox and Egnyte.

Seamlessly integrate  your Quickbase workflows with Amazon S3, Dropbox and Egnyte to store and manage files in the cloud. This seamless connection keeps your process efficient, cost-effective, and fully aligned with your Quickbase data.

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Everything You Expect from Egnyte - Inside of Your Quickbase Application

Full file access, folder creation, AI capabilities and an embedded Egnyte UI, all without ever leaving Quickbase.

Create Egnyte project folders directly from Quickbase

Automatically route files to the correct project folder

Fully integrate with any Document Generation Add-On

View, manage, and edit Egnyte files within each record

Keep folders organized in Egnyte based on project data

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manage and access your files directly from your phone or tablet, keeping your workflows flexible and efficient no matter where you are.

Manage Files on the Go with Full Mobile Compatibility

Upload photos and documents from the field

Download and review files anytime, anywhere

Access important project documents on the move

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See How it Works

Watch a Live Demo of Document Portal

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Document Portal Demo

Looking to Learn More About Document Portal?

Access the resources you need to explore Document Portal. Download the product info sheet for features and benefits or try the demo app to see it in action.

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