Client Portal
Learn more about the client portal and how you can use it to communicate securely with your clients.
By PracticePanther and 4 others5 authors20 articles
- Inviting your contacts to the Client portal.
- Using security roles to limit a user from seeing secure messages
- Assigning tasks to your clients using the client portal.
- Knowing when a client completed a task in the Client portal
- Sending a secure message to your client using the Client portal
- Sharing files with clients using the Client portal
- Activating the Client portal for a Company
- Resetting the Client portal