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Help articles for Clients

Help articles for Clients

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


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