Operating portals

Articles

• How to create a portal
• How to delete unneeded portal users
• Removing a client from a portal and re-inviting them later
• Accepting portal invitations
• Inviting clients to a portal through a public link (self-signup link)
• A cheat sheet to share with your clients or employees
• Self sign-up link to client portals
• How to restrict access to client portals
• Secure document distribution
• Creating a portal workflow
• Broadcasting and collecting requests to update KYC information
• Send a quote / upselling workflow via a client portal
• Send and receive secure messages in portals