Give clients a clearer place to share files.
Keep client files connected to the work they belong to. Riverton gives businesses and their clients a shared workspace for organizing files and documents throughout an engagement.
Keep important client files connected to the work.
Client work often involves documents, images, forms, and other files moving between a business and its clients. When those files are spread across email threads and separate storage locations, it can become harder to keep track of what belongs to the engagement.
Riverton provides a shared workspace where businesses and clients can keep relevant files alongside the work they support.
Instead of treating file sharing as a separate activity, Riverton makes files part of the broader client-work experience.
Make client file sharing easier to manage.
Keep files in context
Keep relevant client files connected to the projects and work they support instead of separating them from the engagement.
Create a shared place
Give businesses and clients a common workspace for sharing the files needed to move work forward.
Make client access clearer
Give clients a dedicated place to find the files and documents that are part of their work with the business.
Support the wider workflow
Keep file sharing connected to related client activities such as communication, onboarding, tasks, and approvals.
Files are part of the work, not separate from it.
A client file usually supports something else. It may provide information needed for a task, support a conversation, or be part of a review or approval.
Keeping files within the shared client workspace helps preserve that context as the engagement moves forward.
One shared workspace
Riverton brings businesses and clients together around the work they need to complete, including the files and documents that support it.
Explore the Riverton Client PortalA simple workflow for shared client files.
Identify the files
Determine which files or documents need to be shared as part of the client engagement.
Keep them in the workspace
Keep relevant files within the shared workspace so they remain connected to the surrounding client work.
Continue the work
Use the shared files as part of the ongoing engagement between the business and client.
Keep files connected when the workflow needs more.
Client Messaging
Keep conversations close to the files and work they relate to.
Explore Client MessagingClient Tasks
Connect shared files with responsibilities that clients need to complete.
Explore Client TasksClient Approvals
Keep files connected when a client needs to review or approve work.
Explore Client ApprovalsMake file sharing easier for clients to follow.
Clients should have a clear place to access the files that matter to their engagement. A shared workspace can make the experience easier to understand than searching through different conversations and storage locations.
Riverton keeps file sharing within the broader client experience, giving businesses and clients a common place for the work around an engagement.
File Sharing FAQs
What is File Sharing in Riverton?
File Sharing is part of Riverton’s shared workspace model, giving businesses and their clients a place to share relevant files and documents as part of their work together.
Why use a client portal for file sharing?
A client portal can give businesses and clients a shared place for files connected to an engagement, rather than relying only on separate conversations or storage locations.
How does File Sharing fit into client work?
Files often support other parts of client work, including communication, tasks, and approvals. Riverton keeps those activities within the shared workspace when they are part of the engagement.
Can clients access shared files in Riverton?
Riverton is designed as a shared workspace for businesses and their clients. Specific file access and permissions should reflect the functionality that has been verified in the product.
A clearer place for client work.
Bring client files into a shared workspace with Riverton.