Introduction and Initial Portal Setup (One-Time)

The articles in the Client Portal section of the Help Centre take you through setting up and using the Client Portal, starting with configuring your portal URL. Additional articles explain how to add your portal logo, set up individuals with portal access and link them to organisations where required, and how clients receive the portal link and log in.

They then cover adding and assigning portal requests within tasks, using To Do, Form, Upload, Download and Sign requests, monitoring request status and notifications, and setting up and using e-signing.

Configure the portal URL

• Go to Settings⚙️\ Account Settings.
• Client Portal Settings: Enter a Client Portal URL suffix.  Typically this will be your practice name (format: lower case, alphanumeric, no spaces).
• Save the settings.

This allows you to generate a unique portal URL for each task that can be shared with clients.

No further setup is required to use basic portal requests.