Clients & documents
Clients, forms, files and the client portal.
7 guides
- Add a client or import clients from a CSVAdd clients one at a time by email invite or by hand, or import many at once from a CSV file — with the exact columns and formats the importer accepts.In the app: Clients → Add Client / Import data
- Send a document or form to a clientCreate a document from a template, AI or a blank page, send it to your client to sign, and track when it's signed.In the app: Toolkit → Documents, or Clients → [client] → Documents
- Give a client access to their portalHow clients get into their portal, how to manage pending invites, and what clients can do once they're signed in.In the app: Clients → Add Client → Invite via email
- Upload a file and share it with a clientUpload files to a client's record, keep them private or share them, and change who can see them at any time.In the app: Clients → [client] → Files
- Update a client's contact detailsChange a client's email, phone number or address from their profile, and what changing their email does to how they sign in.In the app: Clients → [client] → Profile → Contact Details → Edit
- How clients sign in to their portalClients sign in with a 6-digit code sent to their email, with no password. What they see, how long the code lasts, and how to help.In the app: Client portal sign-in
- Use tasks to keep track of workSet tasks for clients or yourself, attach an action like a document, a link or a questionnaire, and track them to done.In the app: Toolkit → Tasks
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