Frequently Asked Questions
15 articles
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?