FAQs

Frequently Asked Questions

Articles

• How to move a form from Documents to Form Templates area in a client group.
• How to upload a portal configuration file?
• How to delete a Portal Group?
• How to delete a Portal
• What are portal groups?
• Resending portal invitations
• Employee portals
• Subportals
• Data retention policy management
• How to create a client portal in Wordpress?
• How to create a client portal in Squarespace?
• How to send a link for someone to upload a document?
• How do I get email alerts for a portal when there is an upload?
• Are the notifications on my homepage for all portals?
• How to ask a client to upload a document?
• How to invite a portal user?
• Home tab in Portals is being depricated