Adding Portal Requests to a Task [5]

Portal requests are added from the task you are working on. A task can contain one or more portal requests, and different request types can be used depending on what you need from the client.


Add a portal request

  1. Open the relevant task.
  2. Scroll down to Client Portal Requests.
  3. Click + Add Request.
  4. Select the type of portal request you want to add.
  5. Complete the request details and choose who the request is for.
  6. Click Save.

Once saved, you are returned to the task side panel and the request is shown under Client Portal Requests.

For an Organisation task, at least one Individual must be linked to the Organisation before portal requests can be added. See Preconditions for Using the Portal.

Summary of Portal Request Types

Request type Purpose:
To Do A simple action request sent to the client
Form Collecting structured information from the client
Upload Asking the client to upload one or more documents
Download Sending documents to the client (with or without approval required)
Sign Sending a document or documents for electronic signature

Assigning a portal request

Each portal request can be assigned to:

  • A specific Individual, or
  • Anyone with portal access

If a request is assigned to a specific Individual, only that person will see it when they log in.

If it is assigned to Anyone with portal access, it will be available to all eligible portal users for that client.

A single task can contain several portal requests assigned to different people.


Portal link and visibility

The portal link relates to the task, rather than to an individual request or recipient. The link therefore remains the same regardless of who each request is assigned to.


Next article: Portal To Do Requests [6]