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Client Portals
Our secure portal technology for clients, deals and workflows
46 articles
Configuring portals' look and feel
Setting up Workflow Templates
Embedding webforms in client portals - for KYC and AML purposes
Portals for Accountants, Bookkeepers, Tax Advisers and Payroll Professionals
Portals for Wealth Managers, IFAs, VCs and M&A
Portals for Schools
Portals for Consulting Companies and Marketing Agencies
Portals for Real Estate Investors and Managers, Landlords and Mortgage Advisers
Portals for Law Firms, Paralegals and Insurance brokers
Portals for Company Boards and HR
Portals for Care Homes and Health Professionals
Portals for Sales and Business Development
How to configure your client portals (advanced features)
Add welcome message to client portals
Inviting your clients to portals in bulk
How to setup your client portals (basic features)
Inviting a client to multiple portals
Configure Portal Dashboard
How to create a portal
How to delete unneeded portal users
Removing a client from a portal and re-inviting them later
Accepting portal invitations
Inviting clients to a portal through a public link (self-signup link)
A cheat sheet to share with your clients or employees
Self sign-up link to client portals
How to restrict access to client portals
Secure document distribution
Creating a portal workflow
Broadcasting and collecting requests to update KYC information
Send a quote / upselling workflow via a client portal
How to move a form from Documents to Form Templates area in a client group.
How to upload a portal configuration file?
How to delete a Portal Group?
How to delete a Portal
What are portal groups?
Resending portal invitations
Employee portals
Subportals
Data retention policy management
How to create a client portal in Wordpress?
How to create a client portal in Squarespace?
How to send a link for someone to upload a document?
How do I get email alerts for a portal when there is an upload?
Are the notifications on my homepage for all portals?
How to ask a client to upload a document?