Client Portal - View
When you first invite someone to a portal via your Contacts module, a portal is activated for that contact/entity. You can then access the portal in two ways:
- Via the Contacts module: open the relevant Contact Details page, then in the Client Portal Subscribers panel, click View Portal.
- Via the Client Portal module: click Client Portal in the left menu, then search for and click the required client portal.
The Client Portal page opens on the Details tab, which lists the contact's details, communication details and addresses, and portal subscribers. On the Documents tab, you can upload and view files. See Manage documents (files).
