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Secure Client Document Portal

Secure Client Document Portal

What is a Secure Client Portal?

A secure client portal is a single location accessed through a web browser or mobile app that enables clients to self-serve review EDI activity and status, securely share information and engage with team members and trading partners. Simplified EDI document workflow views allow you to track the order to cash, supply chain lifecycle resulting in data-driven decisions, cost savings, and positive quality ratings.  

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Within minutes you can securely share files and sensitive data, discuss updates and track EDI activity. Our portal offers a range of additional benefits, which include:

  • Broader supplier enablement
  • New business process automation i.e. demand planning automation
  • Supplier self-service  
  • Shared seller & buyer data view
  • Change management 
  • Maximum protection from email spoofing and ransomware attacks 
  • Increased productivity
  • Order to cash visibility and expediency 

The ED Client Portal provides a branded experience for you and your clients to access information, including self-service options, in a user-friendly, single location. 

Custom alerts, monitoring and messaging coupled with personalized dashboard metrics enables businesses to scale and innovate as their trading partner requirements and organizational supply chain demands.

You pay only for the services used, providing you with maximum EDI features, functions, visibility and data-driven decision making power at a much lower cost than an on-premise environment.

Request a demo today to see how our client document portal can give you the ability to securely log in, access information, files, and services online, ensuring complete visibility of your EDI lifecycle.  


The ED Client Portal has a range of essential features, which include:

  • Easy to use, cloud-based
  • Webform access
  • Client logos and brand colors
  • Securely collaborate on large files
  • AES SSL Encryption 
  • Two-factor authentication 
  • Anti-virus scanning 
  • Endpoint device protection 

By combining content, files, and people, the ED Client Portal ensures that all-important client activity is in one safe and auditable place. This gives you everything you need to build a more collaborative organization.

  • View EDI transactions in human-readable or raw X12 format
  • Download EDI transactions to your local computer or mobile device in human-readable or raw X12 format 
  • Data visibility including 997 reconciliation
  • Intelligent search - search for files, folders, tasks, people and activity within the ED dashboard
  • Popular formats including PDF, Excel, and Word are supported 
  • Custom email notifications 
  • Integrate directly to your backend system
  • Custom reports and analytics

Your Client Portal Solution

In an increasingly evolving business environment, clients expect to have access to documents anytime and anywhere. Give them a secure gateway to download their files and collaborate with you, without compromising security, privacy, or convenience.

The ED Client Portal makes it simple for you to deliver a superb client portal that’s both secure and easy to use. Contact us to learn more about our secure client portal solutions.

View All EDI Solutions

Who We Serve

Our solution crosses any industry or vertical so whether you are in Retail or Manufacturing, Healthcare or looking to implement an IOT (Internet of Things) solution we can provide fast dedicated resources to get the job done quickly and can meet the specialized needs of your industry.
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We owe a debt of gratitude to Effective Data. They took a last-minute call before the weekend and a few days later, our EDI software was upgraded and ready for our go-live date. They were knowledgeable, thorough and timely. Effective Data will get our business from now on. T.D., EDI Coordinator, Leading National Pharmaceutical Supplier

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