Adding Portal Requests to a Task [5]

Basic Steps to add Portal Request

  • Open the relevant task.
  • Scroll to the Client Portal Requests section.
  • Click Add Request.

Portal requests are always associated with a specific task.

If no linked individual exists, the portal request section will be disabled.


Summary of Portal Request Types

Request type Purpose:
To Do Simple client action or confirmation
Form Structured data capture
Upload Secure document upload by the client
Download Secure document download to the client
Sign Legally binding document signing

Access and visibility of portal requests

The portal link always relates to a specific task.

A task may contain one or more portal requests (for example, a task, form, upload, download or e-sign request).

Each request can be assigned to:

  • A specific individual, or
  • Anyone with portal access

The link itself does not change based on who the request is assigned to.

However, once logged in, each user will only see:

  • Requests assigned specifically to them, and
  • Requests available to anyone with portal access