Document Viewer vs Client Knowledge Portal

Embed a document viewer on your site so visitors read your files right where they already are. Add a PDF, Word document, Excel spreadsheet, PowerPoint presentation, text file or image and it opens on the page itself, so your reports, brochures, portfolios and lesson plans get read instead of lost in a list of links. One viewer holds up to 10 documents, and visitors move between them with clear next and previous buttons. Use it as a PDF viewer for a single file today and share a full set of documents with your audience tomorrow, all in the same tidy spot on your page. Make it look like part of your site. Choose your own colors, titles, navigation buttons and layout, show the navigation above or below the document, and write the button labels in the language your visitors speak. Visitors can open your documents on desktop, tablet and mobile. Supported files: .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .png, .jpg, .jpeg, .tiff, .gif and .webp. Everything is managed from one simple settings panel, so keeping your documents up to date takes moments.

Client Knowledge Portal gives every client a private, secure workspace on your site - no more lost emails or shared drives. Create a workspace per client, upload documents, add links, and share files through signed expiring URLs. Clients log in with their existing site member account and see only their own workspace - isolation is enforced at the database level. Built-in AI search: members ask questions in plain language and get answers grounded in the workspace's own documents, with citations to the source file. A local provider is the default, so no document content leaves your infrastructure; connect your own model key (BYOK, AES-256-GCM encrypted) for higher-quality answers. Everything is auditable: invites, uploads, downloads, sign-ins and admin actions appear in a per-workspace timeline. Usage caps, retention windows, GDPR export/delete and uninstall cleanup are built in. Made for agencies, consultants, bookkeepers, coaches and any merchant who shares documents with clients.