Activate Online Portal For Clients
Only Supervisor and Partner status users can activate the online portal for clients.
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Click on DocShareSmart
Click on Client Portal Manager
Click on the settings icon for the client you would like to activate the portal for.
Tick the box under "Online Portal" for the client
Select "Apply Changes" to activate the client portal for the client/s selected.
_________________________________________________________________________________________________________________________________________________
Click on DocShareSmart
Click on Client Portal Manager
Click on the settings icon for the client you would like to activate the portal for.
Tick the box under "Online Portal" for the client
Select "Apply Changes" to activate the client portal for the client/s selected.
Updated on: 14/11/2023
Thank you!