The client portal is a place to house all of your project needs in one spot. The portal can then be shared with your client via a unique link so that they can check in on things like outstanding documents, upcoming meetings, request project add-ons, suggest a new meeting time, and see the project status.

All of your project details and documents will go into a client portal, but you do have the ability to turn the portal off if you would rather not use this feature.

To turn a client portal on or off, you can go to Clients > click on the client details or add a new client. From here, you'll see the option to toggle the portal on or off.

If you have the portal on, any document you send to a client, they will have the option to return to their client portal once they've dealt with the document at hand. If you have the portal toggled off, the client will not see this link and will only be able to take action on the document you send to them with a link.

You also have the ability to set a password for the portals. By default, the portals are not password protected, but hosted through a secure, unique link. We've made this easy so that clients don't have to set up accounts to access their project information. But if you feel you want a second tier of security, set a password and make sure you send it to your client.

To access the client portal and share the link, go to Clients > click on the desired client. You'll see on the right side, a button to View the Client Portal and a button to Share the Client Portal.