Portal Help desk
Back to Portal
Back to Portal
How can we help?
Setting up your new portal in less than 15 minutes
Best practices for inviting new clients
CRM and custom fields
Features for teams
How does the free trial work?
How does the Standard plan compare to the Professional plan?
How can I delete my portal?
How can I access receipts for my subscription payments?
Introduction to the Billing Module
How can I connect my Stripe account?
How does the QuickBooks integration work?
How long does it take money to arrive in my account?
What are the payment processing fees?
Introduction to Extensions
Can Extensions be given custom names, custom icons, and be reordered?
Introduction to the Files Module
How do eSignature requests work?
How can I share files with multiple client users at the same company?
Introduction to the Forms Module
Can I edit a form that I've already shared with a client?
Can a client respond to a form more than once?
Connecting a marketing website
Migrations from other tools
Connecting a custom domain
How do shortcuts work?
Introduction to the Knowledge base Module
How is the Knowledge base different from a blog?
Can all clients see all Knowledge Base articles?
Introduction to the Messaging Module
How can I start a group conversation with multiple client users at the same company?
How can I send a message to many clients without creating a group conversation?
Can you do a custom integration for us?
What are some features on the Portal roadmap?