Settings for the client portal
We recommend you to navigate to 'File Name Templates'. These will allow you to set some pre-defined file names so that when you upload a file to the portal. You can quickly and consistently rename the file.
Client Portal Settings
Head to your Settings - Left Hand Side - Portal - General Settings
From here you can amend the settings and permissions that you want your client to see / interact with
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How to use the client portal in Client Engager
In this video, we take a look at what our clients can see in their portal and how to these use it. You'll see how they sign documents and also complete forms. If you've not used Forms before, click here for more information, For more portal tips and ...Client cannot see the documents in the portal
If your client gets in touch to say that they can't find a document to review, then the first think you'll need to check is your Folder Templates settings. Head to Settings - Portal - Folder templates From here, review the folders paying close ...Client cannot see the documents in the portal
If your client gets in touch to say that they can't find a document to review, then the first think you'll need to check is your Folder Templates settings. Head to Settings - Portal - Folder templates From here, review the folders paying close ...Is there an alert you can set, letting you know when a client uploads files in the portal?
To enable notifications when a client uploads documents to the client portal go to settings then find and click notifications on the left hand menu and choose who gets notifications for what notifiable section. Notifications are in the bell at the ...My client can’t log into their portal / Password reset
Typical Login issues Incorrect email - check their email versus what you have stored in Engager (see below for more detail) Portal - Are they logging into the correct domain. Remember, it's YOURCOMPANYNAME.PORTAL.engager.app, it's the all important ...