Client Portal & Requests

Set up and manage your client portal

Can Clients View or Access Files from the Upload Link?

How to Copy and Share the Client Upload Link

Electronic Signature Overview

How to access the Client Portal

How to share files with Contacts

Invite a Contact to the Client Portal

How to request documents from clients

Understanding Upload Notifications and File History

Uploading and downloading files

What Clients See When Using the Upload Link

Where Uploaded Files Are Saved and How to Find Them

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