Gathering Client Information in the Client Portal
These guides will help you gather client information through the Client Portal, including setup, document collection, questionnaires, digital signatures and lifecycle management.
18 articles
- Understanding the Client Portal request section in an opportunity
- How your clients complete a Client Portal request
- Creating and managing Client Portal requests in an opportunity
- Controlling basic Settings & Reminders in a Client Portal request
- Managing Documents to Share in a Client Portal request
- Managing DigiSign enabled documents in a Client Portal request
- Managing Client Details and Financials in a Client Portal request
- Managing Questionnaires in a Client Portal request
- Managing Document Requests in a Client Portal request
- Accepting or rejecting documents in the Client Portal request
- Previewing a Client Portal request
- Sending a Client Portal request via email or SMS
- Statuses in a Client Portal request
- Closing a Client Portal request
- Copying the Client Portal invitation link
- Set up reminder emails for Client Portal requests
- Tracking client progress with the Request Overview
- Creating Client Portal Request Templates