About Client Portal

The Client Portal module enables you to create portals for your contacts. The portals are used to share documents.

The Client Portal module is integrated with the Contacts module. It is from within a contact record that you invite people to use the portals.

Click Client Portal on the left of the screen. The Client Portals page lists all the portals you have activated (by sending invitations).

To get started see Set up the Client Portal module.