Objectives
Steps
Client Portal Settings Configuration may include customization of the portal and setting up some default values.
To do so, go to the Setup & Configuration Settings, then to the Client Portal Tab:
Here, you can enable the Client Portal feature, allow clients to add contacts through the requests, and set the default person category when creating a user for example.
Clients requesting a contract will be able to add a new company/person related to the request if no matches are found.
You can rename your organization, the names of the Matter/ Contracts/ Matter Container pages, and set a welcome message as well.
Additionally, users can receive a notification to approve any sign-up before the activation of the client. Therefore, specify the approval type, if it should be approved by default, or by user, and specify the user name.
Once a new client signs up for the Client Portal the selected user will receive an email notification to approve it.
The link will direct the user to the Manage Client Portal Users page, where he/she can activate the new user's account.
You can also customize your client portal's look and feel by uploading your own logo and changing the colors.
To do so, open the Look and Feel from the System Preferences
You can here upload your Logo and Favicon.
And customize the colors of the menu, buttons, links, and so on.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
This page has no comments.