The Client Portal is the communication gateway between you and your contacts, for all document requests and messages related to an Invite.
Note: In addition to each contact being able to access their own Client Portal, you can also access each contact’s Client Portal.
When you send an Invite, each contact from that Invite receives an email, SMS, or both, containing a link to access their Client Portal.
Note: You can make Client Portal access password-protected.
The Client Portal opens by default to the Requests tab. This is where each contact can see their list of required documents, open requests to work on then, and return completed files.
The Client Portal also lists the total number of requests, number of days until the due date, and messages between you and the contact.
The Contact tab is where your contact details are listed, in case the contact needs to reach you.
The other two tabs are Help, where the contact can find articles explaining how to use the Client Portal, and Video which activates an explanatory video.