Guides
Client Portal & Requests
Set up and manage your client portal
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Can Clients View or Access Files from the Upload Link?
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Electronic Signature Overview
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How to access the Client Portal
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How to Copy and Share the Client Upload Link
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How to request documents from clients
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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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Understanding Upload Notifications and File History
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Uploading and downloading files
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What Clients See When Using the Upload Link
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Where Uploaded Files Are Saved and How to Find Them