Compliance document collection portal

A compliance document collection portal is where contractors upload the insurance, licences and certificates you ask for, your compliance team verifies each one, and reminders go out before any of them expire.

Pattern: Requests

Describe it to Pory

“We hire about 60 contractors. Each one should upload their insurance, licences and safety paperwork, our compliance officer verifies them, and we want a warning before any document expires.”

Viewing as

Documents

Documents

Add
DocumentTypeFileExpiry dateStatus
Murphy Electrical public liabilityPublic liability insurance1 file14 Oct 2026Verified
Murphy Electrical contractor licenceTrade licence1 file31 Oct 2026Uploaded
Murphy Electrical workers' comp certificateWorkers' compensation0 files—Requested
Spotless Crew safety inductionSafety induction1 file30 Sep 2026Rejected
Greenway Grounds public liabilityPublic liability insurance1 file3 Oct 2026Verified
Greenway Grounds tax registrationTax registration0 files—Requested

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In plain English

What is a compliance document collection portal?

A compliance document collection portal is where contractors upload the insurance, licences and certificates you ask for, your compliance team verifies each one, and reminders go out before any of them expire. It follows the Requests pattern: someone submits, someone decides, it moves through statuses. Pory generates it from a plain-English description, with a login for each role (compliance officer and contractor) that shows only what that role should see, and flat pricing with unlimited contractors.

What it does

01

Contractors upload insurance and licences to the row that asks for them

Compliance paperwork came in as email attachments named scan001.pdf, filed by whoever opened them. The compliance officer lists each document a contractor owes; the contractor attaches the file to that row, and the officer marks it Verified or Rejected with a note. Anyone can see what's still Requested before a contractor sets foot on site.

File uploadsDone by: Compliance officer
02

Contractors hear about expiring insurance before the site manager does

Expired certificates were usually discovered when something went wrong on site, the worst possible moment. Each document carries its expiry date, and Pory reminds the contractor ahead of that date, in the portal and by email. Your compliance officer stops keeping a paper diary of expiry dates.

Notifications & remindersDone by: Contractor

The parts every portal is built from

Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.

Collect

Forms

Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.

Public pages

An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.

Self sign-up

People create their own account and land in the role you chose for them.

File attachments

Upload and view files on the record they belong to — not in a folder named FINAL v2.

Decide

Approve / reject with a reason

Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.

Status tracker

“Where's my request?” answered as a progress bar on the submitter's own page.

Board by status

Cards in columns. Drag a record to move it along.

Checklists

Task lists ticked off per record, with progress — onboarding runs, inspections, opening duties.

Assign to a person

Name who a record is for and it lands on their list, and nobody else's.

Notes & scores

A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.

Reminders by date

Renewals, expiries and overdue work, in an in-app inbox and by email.

Share

Tables

Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.

People directory

Portraits, names, and roles from a table, shown only to the roles allowed to see them.

Calendar

Records on a month or week view, by date.

Gallery & image grid

Records as cards or photos.

Record pop-up & linked records

A shareable pop-up with a record's details and what's linked to it. Edit, change status, or add a linked record from there.

Notices & info pages

Check-in details, benefits, updates — a page for a role to read.

Counts, totals & averages

Live figures over the rows a viewer is allowed to read.

Control

Role & row access

Own, assigned, managed, and team rows; hidden fields per role. Generated from your description, not configured field by field.

No-Password Doors

A sign-in link by email, by default. Password sign-in if you'd rather.

Your brand

Your domain, your colours, your logo. Members see you.

On purpose

Four things Pory won’t do

A portal runs a program, a service, or a process. These jobs belong to tools built for them, and Pory keeps the records around them instead.

Take payments

Pory tracks who owes what and who has paid. It doesn't collect the money — keep your payment tool for that.

Book time slots

Availability, capacity, time zones, and reschedules are a whole product. Pory holds what happens after the booking.

Host the conversation

No feeds, threads, likes, or polls. A note on a record, yes; a forum, no. Where members talk is another tool's job.

Plan routes

Pory keeps the service record, not the map.

Frequently asked questions

Your compliance document collection portal, live today.

Describe it in a sentence and send the invite. Unlimited contractors, flat price.