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.
11 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
Previewing a Client Portal request
Sending a Client Portal request