/
Help articles for Clients

Help articles for Clients

Owned by Krystal Ratukore (Unlicensed)
Jun 09, 2021

Here is a list of help articles that will help your clients to be able to use the client portal easily.

Setting up login access to the Client Portal
How-to update Login details:
Uploading Documents to share with the business
Setup your signature - Desktop PC
Setting up your Digital Signature (with your actual signature) using an iPhone whilst signing a document
Signature PIN reset - Clients
Inviting others to your Client Portal


Related content