Gate is an add-on
Gate is a branded, secure client portal where you invite external clients to view and share documents, sign, message, track work on boards, and see reports. It is a $9.99/user/mo add-on available on any plan. Your account does not have the Gate add-on yet.
Back to GDBSProGate
A white-label client portal: set your own logo, name and colors in Branding and your invited clients see your brand, not VaultSync's. Its entire dataset - portals, clients, document binaries, folder/org trees, boards, threads, reports, the hash-chained audit log and signatures - lives in our own GDBS engine through the in-process write path, with no external database and no filesystem blob store. Invite external clients with a credential-less magic link. Operational metadata is encrypted at rest and server-readable so the portal can run; a sealed document body is end-to-end, with VaultSync holding only half the key and unable to read it. Sealed E2E needs a client credential (a passphrase or an enrolled device); a bare magic-link client without one gets server-readable content only.
Select or create a portal, then drag files in to upload. The tree module renders here.
The kanban module renders here. Boards default to To do / In progress / Review / Done.
Drag metric tiles onto the grid to compose a client or internal dashboard. The designer module renders here.
Activity, engagement, document-status and signature-status reports render here.
Request signatures, track sent/viewed/signed, and open the Certificate of Evidence. Each signature is a VaultSync-issued QES-equivalent: counter-signed by the platform witness key (when available; the record honestly shows witness-unsigned otherwise) over the document hash, signer, assurance level and time, and anchored in the signed audit chain. ESIGN/UETA-aligned, not an accredited eIDAS QES and not third-party-notarized. The signing module renders here.
Every portal action is recorded in a per-portal hash chain, each entry VaultSync-signed, with a daily off-box anchor. Tamper-evident, VaultSync-signed, and off-box anchored, not tamper-proof. The audit module renders here.
Set this portal's logo, name and colors - the brand your invited clients see. The branding module renders here.
Add client organizations and contacts, then mint a credential-less magic-link invite scoped to one portal. The clients module renders here.
Build forms your clients complete (text, dropdown, checkbox, date, number, email fields), then read submitted responses here. The forms module renders here.
Choose which portal events email your clients - invited, document waiting, please sign, new message - each branded with your logo and name. The notifications module renders here.
Create an invoice for a client, send it, and collect via your own Stripe (Stripe Connect recommended). With no Stripe configured, invoices are records you mark paid manually. The invoices module renders here.
Publish availability windows for your clients to book. In-portal calendar only - no Google or Outlook sync in this version (roadmap). The scheduling module renders here.
Select a portal to manage outbound webhooks (Zapier, Make, or your own endpoint).
Let invited clients sign in with Google or Microsoft in addition to the magic link. This panel shows whether sign-in is configured and the redirect URIs to register. The SSO module renders here.