Guides
Client Portal & Requests
Set up and manage your client portal
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Client upload links
Share a no-login upload link with clients, see what they experience, and find, secure, and get notified about the files they send.
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Electronic Signature Overview
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How to Collect Files from Clients
Compare the four ways to receive files from clients in Tidyflow: client requests, the firm upload link, per-client upload links, and the client portal.
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How to share files with Contacts
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Invite a Contact to the Client Portal
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Uploading and downloading files