Your Own Platform
Call it a portal, client workspace, customer area, or simply your Connect Hub. Configure it around your exact needs and create one central environment that fits your processes from day one.
Paperfly Connect
All Participants, All Processes, in One Hub.
Paperfly Connect is your digital hub for seamless collaboration with external partners and customers. Replace scattered emails, paper-based communication, and manual data entry with one structured workspace.
What Is Paperfly Connect?
A simpler way to work together
You decide how your hub works and who can access it. Instead of adapting your processes to rigid software, configure the platform around the way your organization already works. Bring customers, employees, and partners together in one central place.
Guided Collaboration
Customers, partners, and external participants complete their assigned steps through guided experiences in the hub. Everyone gets a personal digital inbox, immediately sees what needs attention, and responds directly within the platform.
Integrate Services
Connect Services lets you provide ready-made workflow templates for common tasks such as address changes, master data updates, and invoice uploads. Assign each service to the right users and manage everything through an intuitive self-service interface.
Connect Hub
Why Paperfly Connect transforms external collaboration
For the first time, you control exactly how external users interact with your processes and systems without building custom software. Connect replaces the rigidity of traditional portals with a flexible, configurable hub.
01
Self-Service Link
Partners do not need their own Paperfly license or account. A secure self-service link gives them direct access to the right process.
02
Manage External Tasks with Clarity
Paperfly Connect makes responsibilities visible. See who needs to take action, which responses are still missing, and which cases have already been completed.
03
Order Instead of Inbox Chaos
For processes that run over several weeks, Connect provides a structured overview of every case, separate from the noise of your team's daily email inbox.
Traditional Portal
Setup & IT Effort
Complex IT projects, lengthy coordination, and rigid custom development slow down every change. Even small updates can quickly turn into separate projects.
External Access
External users must register, manage passwords, and often navigate complicated licensing or permission models. Every extra step adds friction to the process.
Data Quality
Partners frequently upload unstructured PDFs or incomplete information. Your team must review submissions, request missing details, and manually transfer data into other systems.
System Integration
Data remains isolated inside the portal and must later be transferred into your CRM, ERP, or line-of-business systems. This creates disconnected workflows and unnecessary delays.
Connect Hub
Ready to Launch
Configure services, workflows, and responsibilities with drag-and-drop tools. Launch new processes quickly without months-long portal projects.
Simple, Guided Onboarding
Partners can register in seconds through a secure invitation link. No IT approval or licensing complexity. They get immediate access to their personal workspace.
Automated Validation
Smart forms validate information, files, and required fields during submission. Your team receives more complete, structured data and spends less time on follow-ups.
Scalable Management
Add new partners, customers, services, and responsibilities as your needs evolve. Your hub grows with your processes without additional implementation projects or rigid structures.
Paperfly
Enterprise-Grade Security & Compliance
External collaboration often involves sensitive information. Paperfly Connect protects your organization, your customers, and your partners at every step.
GDPR Compliant
Granular roles and permissions ensure that partners can only access the information required for their specific assignments.
Audit-Ready Audit Trails
Every action, upload, and document view is captured in a complete, traceable audit trail.
End-to-End Encryption
Data is transferred securely through highly encrypted TLS connections.
Frequently Asked Questions (FAQ)
Get answers to the most common questions about Paperfly Connect, simple partner onboarding, and automated validation that prevents incomplete submissions before they reach your team.
Paperfly Connect uses built-in automated validation. Instead of relying on static, unstructured upload fields, Connect uses smart forms that validate submissions as they happen. The platform checks whether all required information has been provided, confirms that file formats are correct, and verifies that uploaded documents are readable. When something is missing or does not appear valid, the external partner receives immediate, guided feedback. Your team gets more complete submissions and spends less time chasing missing information by email.
Enterprise-grade privacy, security, and compliance are built into Paperfly Connect. All data is transmitted through highly encrypted TLS connections. Granular roles and permissions ensure that each external partner can only access the data and cases assigned to them. Every action, upload, and approval is also recorded in a complete, audit-ready activity log, giving your organization full visibility whenever documentation is required.
External participants do not need their own Paperfly license or any software installation. Access is cloud-based and available through a secure web browser. You can give partners direct access through a personalized self-service link or invite them to complete a guided onboarding process in just a few clicks.