Client Portals belong to an organization in a Personal or team context. Add clients by email; they sign in with a one-use login link. Share individual projects, meetings, issued invoices, signature requests, and files. Clients can upload files, view work that needs attention, and open signature requests assigned to them. Admins can preview the client view, choose sections, and revoke access.
Client Portals
Create a private portal for an organization and share selected projects, meetings, invoices, signature requests, and files with its clients.