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Add an external link to a client portal
Add an external link to a client portal

Adding an outside URL to the client portal

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

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

  1. Go to Projects and click on your client.

  2. Click the Forms tab.

  3. In the dropdown, scroll to Create One-Time Link. A popup appears.

    arrow pointing to create one time link
  4. Type in a title and the URL.

  5. Click Add.

  6. Once added, hover over and click Apply to Portal.

arrow pointing to apply to portal

Client's portal view

In the client portal, click on the Projects tab. Select the project and scroll down under Documents.

arrow pointing to the clickable external link


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.

arrow pointing to the trashcan icon
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