Client Portals
Our secure portal technology for clients, deals and workflows.
50 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 quick introduction to portals (end user perspective)
- 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
- Send and receive secure messages in portals
- 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?
- How to invite a portal user?
- Home tab in Portals is being depricated