Client Sharing Portal
- What is the Client Sharing Portal?
- Instructions for Portal Users: How to Complete a File Request
- Instructions for Portal Users: How to Access Shared Files
- Customize Your Company Branding
- How to Setup Default Reminders?
- How to Configure a Company Policy?
- How to Add Record Guests?
- How to Create a File Request?
- File Request Tips: Copy, Add Followers, and View Activity Log
- How can I view the files submitted by my client?
- Can I Modify a Request?
- How to Share Files with my Client?
- How Will I Know if My Guests Have Finished Submitting Files?