Batch upload documents to client portals.
Publisher makes it a breeze to share documents with your clients by batch uploading files to the correct folder in your client portal. During initial setup, Trumpet works with your team to match your client records to the appropriate portal folder. Then, whenever you would like to upload files to the portal, simply drag them into the Publisher workspace, and click “Send Files.”
Learn more about how we can help your firm increase efficiency, reduce errors, and take the pain out of publishing documents to client portals.