Questions about using Droplana

Droplana is a client document portal for professional service businesses. Send documents, collect files back and keep per-file comments in one private portal per client. Checklists and PDF signing support that exchange. It does not replace your CRM, project management or document editor.

Create one client, request an ordinary document and open the portal as that client on a phone. Upload the file, leave a clarification and return a sample deliverable. Free supports up to 3 clients, 2 GB total storage and files up to 100 MB, kept for up to 180 days after upload.

No. Clients do not create a Droplana account, choose a password or install an app. They open their private portal in a browser. Under default Strict access, they verify an authorized email on a new device before entering.

That depends on the security level you choose. On the default Strict level, a client on a new device confirms their email with a magic link, and the browser is remembered for 90 days. Controlled allows only one-time or email magic links, and Relaxed also allows permanent links for less sensitive work.

Yes, as a convenience. Google is matched against an email you already added for them. A Microsoft account works once it has been connected: the client confirms an address you added for them with a 6-digit code from an email, and from then on Microsoft signs them straight in. Neither ever creates a client account; they only open a portal that already exists.

A client can access their own portal, not other clients’ portals. Multiple contacts added to that client share its documents. Business team members share access to the business’s clients; there are no per-document permissions or restricted matter teams.

Yes. Build a document checklist for their portal, listing which documents you need. The client sees which ones are still outstanding and which are already provided - no separate task or project tool needed for that.

Checklist stall reminders are on by default and can be disabled for the business. After 7 days of inactivity with missing items, the client receives one email naming them. After 14 days, the reminder goes to your business. Each stage sends once per stall; uploading another requested file can allow a new sequence if items remain missing. Optional item due dates have separate reminders, prepared two days before and on the date and not sent once the item is fulfilled. They reach the client with their next email, which can be later that day or the following day. The business can switch them off and the client can opt out. This does not create recurring monthly requests.

Yes. Each file can be marked Approved or Rejected, by you or by the client, and either side can clear it again. A rejected file is not removed. The reason goes in a comment on that file.

Yes. You can revoke access at any time, and it takes effect immediately.

The per-file limit is 100 MB on Free, 1 GB on Solo, 2 GB on Practice and 5 GB on Studio. An active Storage addon on a paid plan raises its limit to 5 GB. File type does not remove these limits or the service’s content restrictions.

Free includes 2 GB, Solo 50 GB, Practice 250 GB and Studio 1 TB, shared across your business’s clients. Storage addons are available on paid plans only. Each adds 500 GB and multiple addons can be combined.

New uploads are blocked until you free up space or add storage. Reaching the storage limit does not delete existing files. Their expiry, plan retention and cancellation rules still apply, and there is no overage billing.

Active Solo, Practice and Studio plans have no plan-imposed retention limit. Explicit expiry, deletion and cancellation rules still apply. The Free plan keeps each file for up to 180 days after upload. Only files expire; your clients and their access stay active.

Uploading a revision creates a separate file; it does not overwrite the earlier copy or create an automatic version history. Give the new file a clear name. You can set file expiry, subject to your plan’s retention limits.

Yes - a ZIP with every file plus a JSON record of items and comments, for one client or your whole business. Your client can do the same for their own files from their portal, or check only the files they want and download that subset instead. A ZIP covers up to 2 GB or 2,000 files in any browser; above that, use the folder download instead, which needs Chrome, Edge, or another Chromium browser, since Firefox and Safari haven't implemented the browser feature it depends on.

Yes - check the files you want in the list and a "Delete" button appears next to "Download", for one file or many at once. You can delete anything under your business. Your clients can delete files they uploaded themselves, but never a file you sent them - that stays put no matter what happens on their side.

The app is available in English, German, French, Spanish and Italian. Every screen, error message and email shows in the reader's own language, for you and for your clients. Marketing pages exist in the same languages for a subset of pages.

On EU infrastructure in Germany (Hetzner) - servers, database, and file storage. Transactional email goes through Brevo in France. A Data Processing Agreement is available; the security page explains the full setup in plain language.

Connections use HTTPS/TLS. Files are encrypted at rest with a key derived per file; the database, application configuration and logs also use encrypted disk storage. This protects against a storage-only breach, not a compromise of the app host where the master key is available. It is not end-to-end encryption.

Droplana uses no marketing tracking cookies or visitor profiling. Marketing pages set no cookies, store nothing in the browser and make no requests to third parties. The app uses first-party cookies for sign-in, security and preferences, and loads its fonts from Google's font service. Both are described in the cookie and privacy policies.

Account deletion removes active account data, including stored files and signature records. Public signature verification therefore does not survive account deletion. Audit/security logs, infrastructure backups and billing records have separate purposes and retention described in the policies; account deletion is not a claim that every historical record disappears immediately.

Free is 0 EUR. Paid plans cost 19 EUR/month for Solo, 49 EUR/month for Practice and 99 EUR/month for Studio, plus tax. Full annual prices are 190 EUR, 490 EUR and 990 EUR respectively, plus tax. A paid-plan Storage addon costs 15 EUR/month or 150 EUR/year, plus tax, for another 500 GB. Client, storage, file-size and team limits are separate.

No. All limits and billing apply to your business only. Clients use their link and never see a price.

Practice and Studio support team invitations using each colleague’s own email address. Team size includes the owner: Free and Solo have 1 seat, Practice 5, and Studio unlimited. Free and Solo cannot invite additional colleagues. Members share access to the business’s clients, files, comments and statuses, but do not manage billing or team membership.

Yes, on every plan, Free included. Your logo appears in your dashboard header and in every client portal. Paid plans also get a clean portal address without a random suffix. Droplana is not white-label: there is no custom domain, and a small Droplana line stays in the footer.

Yes. The account owner can view and export (CSV) an activity trail from Account → Activity: logins, portal visits, uploads, downloads, deletions, comments and approvals.

Paid access continues to the end of the billing period, followed by a 15-day grace window. After that, Free limits apply and clients beyond the Free allowance lose portal access. Files are capped at 90 days after the grace window closes and never more than 365 days from upload; earlier expiry still applies. Access to retained files can return on upgrade. This is separate from the normal 180-day Free-file rule.

Droplana includes in-browser PDF signing on every plan. Type, draw or upload a signature and place it on a PDF; saving creates a new signed copy. A client must be identified through an email magic link, Google or Microsoft session, not only a permanent or one-time link. It is not a qualified signature, digital certificate, independent identity verification or notarisation. Assess the requirements for the particular document.

No. There are no tasks, boards, or timelines - it is not a project management tool. The one exception is the document checklist: you list which documents you need from a client, and they see what's still outstanding. That's document tracking, not general task management.

Droplana focuses on the client-facing exchange. Keep existing tools for internal work, editing and any independent records you need. Droplana is not a general backup service or permanent archive.

Yes, an MCP server. An AI assistant or automation tool can connect through it at https://mcp.droplana.com/mcp, with an access token you create or by signing in and approving a consent screen. It can list clients, search documents, check checklists and what is still missing, read and add comments, upload documents, set due dates and remind clients with open items. It works on metadata: no tool returns a document's contents. The owner can also send signed webhooks to up to 5 HTTPS endpoints when a document is uploaded or signed, a comment is added, a checklist item or checklist is completed, or a client is created. Both are on every plan. No integration is listed in a third-party directory or app store, and the app's internal API is not documented for public use.