The best way to preview the client experience is to invite a test email into a deal, or open the branded intake through your own signup link, and walk through it as a client would. You will see your branding, the onboarding questions, the document upload step, and AutoFill exactly as your client does. You can also use the live preview in Settings, Request Packs, Client Intake to see how the intake form looks as you check or uncheck questions and documents before publishing.
How can I test what my client sees when I send them the portal link?
How to preview exactly what your client sees in the portal.
Written by Kaylan Pepin