Client Portals
Our secure portal technology for clients, deals and workflows.
39 articles
- What portal users can do: Full Access, Read/Write and Read
- How client portals work: start here
- Configuring portals' look and feel
- Setting up Workflow Templates
- Embedding webforms in client portals - for KYC and AML purposes
- Portal recipes by industry
- How to configure your client portals (advanced features)
- Welcome your clients: Dashboard, Announcements and the Tutorial button
- How to setup your client portals (basic features)
- For your clients: completing a workflow and signing documents
- For your clients: uploading documents
- Portal invitations: remove pending invitations automatically
- For your clients: trouble signing in
- Remove a client from a portal, or invite them back
- For your clients: accepting your portal invitation
- For your clients: your portal at a glance
- 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
- Send and receive secure messages in portals
- How do I broadcast a message or request to many portals at once?
- Invite clients to portals
- Ask a client for documents: four ways
- How to move a form from Documents to Form Templates area in a client group.
- Troubleshooting: a client hasn't received the invitation or can't sign in
- How to upload a portal configuration file?
- How to delete a Portal Group?
- How to delete a Portal
- What are portal groups?
- Pending invitations: reminders, resending and automatic removal
- Subportals
- Data retention policy management
- Add a client login button to your website (WordPress, Squarespace and others)
- How do I get email alerts for a portal when there is an upload?
- Are the notifications on my homepage for all portals?