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02. Sign it in a few clicks
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03. Share your form with others
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Dochub is the best editor for updating your documents online. Follow this simple guideline edit This form can be uploaded to the portal once in PDF format online at no cost:

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  2. Add a document. Click on New Document and select the file importing option: add This form can be uploaded to the portal once from your device, the cloud, or a protected link.
  3. Make adjustments to the sample. Take advantage of the top and left-side panel tools to redact This form can be uploaded to the portal once. Insert and customize text, pictures, and fillable fields, whiteout unnecessary details, highlight the significant ones, and comment on your updates.
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Client Portal Activation: This is sent when granting an existing client Client Portal access for the first time. You can send this email by navigating to the clients Overview page Edit Client Portal tab. Click Send email to grant Client Portal access and send this email.
Tip: For easy access, ask your clients to bookmark your Client Portal URL. You can copy your Client Portal URL from Settings Domains and send it to your client via Secure Message at any time. To learn more, see Resending a Client Portal invitation. Clients can click Need help? to view our troubleshooting tips.
The Document Portal is where you upload documents that need to be signed, determine who should approve them before being sent to any signer(s), determine who should sign them, which signing method they may choose from, and then send the documents via secured email.
0:28 2:40 Uploading Documents in The Client Portal - YouTube YouTube Start of suggested clip End of suggested clip You will now open a window from your desktop. And highlight the documents you wish to upload. YouMoreYou will now open a window from your desktop. And highlight the documents you wish to upload. You will then drag the files onto the batch upload. Where they will then be listed.
Table of contents Connect a domain. Set up login and authentication. Customize consent to process language (optional) Set up ticket filters and manage access. Select a default inbox. Customize ticket templates and branding. Add a support form to your customer portal. Turn on a customer portal.
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Uploading a PDF To do this: Navigate to Settings Client Portal Shared Documents and Files. Click + Downloadable File in the Files (Read-only) section.
A client portal is the landing pad for your customers entire service experience. Its a digital gateway where clients can access all the information they need during their customer journey.
Navigate to the clients Overview page. Click Edit Client Portal. Under Client Portal Access, check the box for Resend email invitation.

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