Client Experience

• Access a Received FileInvite
• Client Reviews and Referrals
• Completing, Signing, and Returning Requested Files
• Setting a Client Portal Password
• Increase Your Client Return Rates
• Client Portal
• Sharing a Client Portal URL
• Sign an e-signature Request
• Upload Photos from your Camera (Mobile Device)
• Message the Invite Sender
• Upload Files to a Request
• Upload Multiple Files to a Request
• Messaging in the Client Portal