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Self sign-up link to client portals
Self sign-up link to client portals
Updated over a week ago

It is possible to create a self-signup link to client portals. This option is particularly useful if you would like to ask your clients to fill and sign a form that is embedded in a portal but do not have time to invite each client individually.

To generate a link go to your client group and select the option as shown below:

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the link can be revoked at any time. If you use a subdomain or own domain for portals, the self sign-up link will respect that.

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You can send the link to your clients in an email.

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