Updated Feb 20, 2023
Add outside links into the client portal for your client to access at any time. This is perfect for sharing a photo gallery, dropbox files, or social media links.
In this article:
Add an external link to the client portal
Go to Projects and click on your client.
Click the Forms tab.
In the dropdown, scroll to Create One-Time Link. A popup appears.
Type in a title and the URL.
Click Add.
Once added, hover over and click Apply to Portal.
Client's portal view
In the client portal, click on the Projects tab. Select the project and scroll down under Documents.
FAQ
Can you show external links on the client portal home page?
No. You can only add external links to individual projects.
How do you delete the link from the client portal?
Go to the client’s project and under the Forms tab, click the trashcan icon. It will delete from the client’s project and from the client portal.
