The TalleFlow Client Portal makes it easy to view, complete, and manage all documents related to your projects — without searching through emails or downloading random attachments.
Where Documents Live
All client-facing documents are stored inside a project.
To access them:
Sign in at portal.talleflow.com
Select the business you’re working with
Click into the relevant project
Open the Files tab
This is where you’ll find everything the business has shared with you.
Types of Documents You May See
Depending on the project, you may see:
Questionnaires – Forms to collect information from you
Contracts – Agreements that require your review and signature
Brochures or Proposals – Project details, scope, or service overviews
Uploaded Files – PDFs, images, or supporting documents
Each document appears as its own item in the Files list.
Completing Questionnaires
When a questionnaire is shared with you:
Click the questionnaire from the Files tab
Fill out the required fields
Submit the form
Once submitted:
Your responses are saved automatically
The business is notified
You can revisit the questionnaire later in read-only mode
💡 Tip: Required questions are clearly marked, so you’ll know what must be completed before submitting.
Reviewing & Signing Contracts
For contracts:
Click the contract from the Files tab
Review the terms and details
Sign electronically when prompted
After signing:
The signed version is saved automatically
Both you and the business have access to the completed agreement
No printing or scanning is required
Viewing Other Shared Documents
Some documents may be informational only.
For these, you can:
Open and review the content
Download files if downloads are enabled
Reference them anytime during the project
These documents help keep everything aligned and documented in one place.
Accessing Designs (If Available)
If the business has shared design assets with you, they’ll appear under the Designs tab (separate from Files).
From there, you can:
View linked designs (such as Canva designs)
Review visuals tied to the project
Permissions & Visibility
You’ll only see:
Documents that have been explicitly shared with you
Files related to projects you’re involved in
Internal notes, drafts, or business-only documents are not visible to clients.