Overview
Send a unique link to your clients to enable them to view completed PDF's.
Open the Client profile card
Click the i icon next to the Client name to open their profile card.
Click the Client Portal section, then the Send Client Portal link button.
The Client will receive an email like the one below with a link to view their portal.
If you want to see what the client sees, click the View Client Portal button.
Should you need to revoke a Client's access, click the Revoke Portal access button as shown below.
