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Client Portal 2.0 (available with Premier!)
Client Portal 2.0 (available with Premier!)
In Client Portal, you can create roadmaps for your clients, manage documents, and communicate via comments with your clients and your team.
Alex Masterson avatar
By Alex1 author19 articles

Getting Started


New to Client Portal 2.0? Start here!
Logging into Client Portal 2.0
Getting to Know the Dashboard in Client Portal 2.0

Roadmaps


Frequently Asked Questions About Roadmaps
Building a Roadmap Template (admin only)
Deleting a Roadmap Template (admin only)
Assigning a Roadmap Template to a Transaction
Removing a Roadmap from a Transaction
Sending a Branded Client Portal Link
Customizing a Client's Roadmap
Agent and Client Perspectives of Roadmaps
Changing Roadmap Notification Preferences

Documents


Setting Up Folders for Documents in Client Portal 2.0 (admin only)
Uploading Documents in Client Portal 2.0

Comments


Understanding Comments in Client Portal 2.0

Vendors


Frequently Asked Questions About Vendors in Client Portal
Inviting Vendors to Client Portal
Making Your Client Portal Documents Available to Vendors (admin only)
For Vendors: How to Use Client Portal
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