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Client Portal

Publish branded external portals to share SOPs, process maps, checklists, and training with verifiable certificates.

Start free
← Portal
/portal/acme Share preview Comments Save draft Publish
Content
Start here
↑↓✕
Refunds 101Module
Refund policy SOPDocument
+ Add content
Our processes
↑↓✕
Refund handlingProcess map
Morning openChecklist
+ Add content
+ Add section
4 shared items in 2 sections
DesktopLaptopTabletMobile 1280px · 38%
Acme Certification Center
Acme Certification Center Controlled document package for partners. Access is by invitation; content is watermarked and viewing is recorded.
Start here
Training moduleRefunds 101Start →
ProgramNew Hire OnboardingStart →
DocumentRefund policy SOPView →
Our processes
Process mapRefund handlingView →
ChecklistMorning openView →

General

Access

Content protection

Disable downloads
Watermark content

Appearance

Avoid answering the same questions over and over.

When procedures are scattered across drives, chats, and people's heads, your team asks instead of searching. Wikidoc gives everyone one searchable portal with answers from your own documents so you can focus on the work, not the interruptions.

How it works

Step 1
Build the portal
CertificationKnowledge baseAuditor
Acme Certification
Docs Maps Checklists Programs

Build the portal

Start from a template, add sections of docs, maps, checklists, and programs, and apply your branding.

Step 2
Share it
Openwith a passcode
Org-onlymembers
Invite-onlynamed emails
Invites expire · revoke anytime

Share it

Publish open with a passcode, restrict to your org, or send expiring invites to named emails.

Step 3
Track & certify
Verified at a URLID 8F3A-92C1
Registered40
Completed25
Certified23
CSV

Track & certify

Certificates issue with QR verification, and the funnel dashboard shows who's certified — exportable as CSV.

Key features

PortalWhite-label
learn.acme.com
Acme Certification Center
Logo, colors, cover, footer
CertificationKnowledge baseAuditorOnboarding

A branded portal in minutes

Pick a template, drop in your content, set your colors. It looks like yours, not like ours.

Four starter templates: Certification, Knowledge Base, Auditor & Onboarding.

Four page layouts: cards, hero, sidebar, or document register.

Full theming - logo, colors, cover image, footer text

Sections Read-only
Our SOPs
Refunds Cash handling
Key processes
Refund map Opening
Certification program
Refunds 101 Full track
Always the approved version

More than training

A portal is a stakeholder hub, not just a course list. Arrange any Wikidoc content into named sections, and it stays read-only and current.

SOPs, process maps, checklists, modules, and programs in one portal

Sections you name - "Our SOPs," "Key processes," "Certification program"

Fix the process once, every section content gets updated

Access
Openlink · optional passcode
Org-onlymembers
Invite-onlytokenized links
Invites
maya@auditco.comActive
tom@clientco.comPending
jo@partner.ioExpired
Your domain routes to member sign-in

Access on your terms

From a public catalog to an auditor-only package - each portal decides who gets in, and every invite is on record.

Open - anyone with the link, optionally behind a shared passcode

Org-only - visible to your members alone

Invite-only - tokenized links to named emails

Guest access18 / 25 active
Guest home · 2 portals
Certification70%
Auditor pack35%
Never joins your workspace

Guests, not seats

External learners get lightweight guest accounts tied to a verified email - never a login to your workspace.

Magic link or email + password - sign in from the portal page

Guests don't join your workspaceor see your other content

25 active guests included in the Team plan

CertificateValid
Issued to A. Silva Refunds 101 · Acme ID 8F3A-92C1
Valid 12 monthsto 16 Aug 2027
Public page · no accountverify
Revocable anytime—

Certificates anyone can verify

A PDF is a claim; a verification URL is proof. Every certificate carries an ID and QR code pointing at a public page - no account needed to check it.

Unique certificate ID + QR code printed on every certificate

Public verification: status, name, module, org & dates—no email.

Expiry & renewal - set validity in months; renewal is a retake, not a phone call

Portal funnel CSV
Visitors52
Registered40
Started33
Completed25
Certified23
Read receipts Attestations Watermark

The whole funnel, on record

"Of the 40 people my client sent, how many are certified?" - one screen. And for regulated content, evidence stronger than a completion tick.

Funnel analytics - visitors → registered → started → completed → certified

Per-guest table - progress, scores, certificates, last activity, CSV export

Read receipts - when each invited guest viewed each item

Use cases

Fitness studio
Members’ portal
Studio Ninemembers.studionine.com
At-home sequences Injury modifications
Powered by Wikidoc
Fitness Studios

A members' portal in your studio's branding with no "Powered by Wikidoc" covering at-home sequences and injury modifications between classes.

Restaurants & pubs
Brand standards
House burgerapproved · v6
Fixed once — live in 5 venues
Restaurants & Pubs

Franchisees and casual staff get the brand standards always showing the approved version. Fix the recipe once and every venue has it.

Professional services
Client finance team
0new licences
Month-end process The checklist they follow
Invite-only
Professional Services

Hand a client's finance team your month-end process and the checklist they follow as guests, not seats, invite-only, with nobody new to license.

Skincare clinics
Shared passcode
Visiting practitioners & product partners
Client can verify
Skincare Clinics

Visiting practitioners and product partners certify on your protocols behind a shared passcode, with a certificate the client can verify.

Before Wikidoc, our procedures were scattered across drives, chat threads, and people's heads, so the team asked instead of looking. Now everyone searches one portal and gets an answer from our own documents. The same questions stopped landing in my inbox.

Anita

Small Business Owner

Common questions

Do external learners need a Wikidoc account or a seat on my plan?

No. Portal visitors sign in as guests with just an email - magic link or email and password. Guests never join your organization, never appear in your org chart, and never consume a member seat. The Team plan includes 25 active guest learners, with additional capacity available as your external audience grows.

How does certificate verification work?

Every certificate carries a unique ID and a QR code pointing to a public verification page. Anyone - a client's auditor, a regulator - can open it without an account and see the status (valid, expired, or revoked), the learner's name, the module or program, your organization, and the issue and expiry dates. No email address or other personal data is exposed.

Can I share more than training modules?

Yes. A portal presents curated sections of any Wikidoc content: documents and SOPs, process maps, checklists, training modules, and full training programs. Everything renders read-only in the portal and always reflects the approved version - fix the process once and every guest sees the update.

Who can access a portal?

You choose per portal: open (anyone with the link, optionally protected by a shared passcode), org-only (your members), or invite-only (named emails). Invites are tokenized links with optional expiry - you can see per-invite status and revoke or resend at any time.

What happens to certificates if I delete a portal?

Certificates persist - they are the learner's credential and keep verifying at their public URL. Completion records are retained in your organization's reporting, and guest accounts survive independently.

Can the portal carry our branding instead of Wikidoc's?

Yes. Set your logo, colors, cover image, and footer text, pick one of four page layouts, and hide the "Powered by Wikidoc" mark - all included in the Team plan.

Systemize your business operations