Dubsado

Certain items that you add to your client’s <a href="http://help.dubsado.com/en/articles/2748719-what-is-a-project">project</a> will get synced to the client portal.

___________________________________________________________

<a href="#h_52a26d94c6">Automatically synced</a>

<a href="#h_b3fc5fb218">Synced after sending to the client</a>

<a href="#h_dc0708acc8">Not seen by clients</a>

<a href="#h_11c74bfd84">Removing items from the portal</a>

- <a href="#h_52a26d94c6">Automatically synced</a>
- <a href="#h_b3fc5fb218">Synced after sending to the client</a>
- <a href="#h_dc0708acc8">Not seen by clients</a>
- <a href="#h_11c74bfd84">Removing items from the portal</a>

Invoices: Unpaid invoices appear in both the home and projects tabs. Paid invoices only appear in the projects tab.

Client information: In the profile tab.

Project name: In the projects tab.

<a href="http://help.dubsado.com/en/articles/467044-set-a-project-date">Project date</a> and time: In the projects tab.

Appointments and <a href="http://help.dubsado.com/en/articles/4172819-intro-to-scheduling-in-dubsado">appointment schedulers</a>: In the projects tab.

- Invoices: Unpaid invoices appear in both the home and projects tabs. Paid invoices only appear in the projects tab.
- Client information: In the profile tab.
- Project name: In the projects tab.
- <a href="http://help.dubsado.com/en/articles/467044-set-a-project-date">Project date</a> and time: In the projects tab.
- Appointments and <a href="http://help.dubsado.com/en/articles/4172819-intro-to-scheduling-in-dubsado">appointment schedulers</a>: In the projects tab.

Synced after sending to the client

Forms marked with a “Needs sending” badge won’t show in the client's portal. <a href="http://help.dubsado.com/en/articles/483500-adding-a-form-to-the-client-portal">Add a form to the client portal</a> with either Send (sends an email and syncs to the portal) or Apply to Portal (syncs to the portal only).

box around the link to send or apply to portal

Questionnaires, proposals, contracts, and sub-agreements: Incomplete forms appear in both the home and projects tabs. Completed forms only appear in the projects tab.

<a href="https://help.dubsado.com/client-portals/adding-an-external-link-to-the-portal" rel="nofollow noopener noreferrer" target="_blank">External links</a>: In the projects tab.

<a href="http://help.dubsado.com/en/articles/5363425-upload-a-pdf-to-a-project">PDFs</a>: In the projects tab.

<a href="https://help.dubsado.com/tasks/sharing-task-boards" rel="nofollow noopener noreferrer" target="_blank">Public task boards</a>: In the projects tab.

- Questionnaires, proposals, contracts, and sub-agreements: Incomplete forms appear in both the home and projects tabs. Completed forms only appear in the projects tab.
- <a href="https://help.dubsado.com/client-portals/adding-an-external-link-to-the-portal" rel="nofollow noopener noreferrer" target="_blank">External links</a>: In the projects tab.
- <a href="http://help.dubsado.com/en/articles/5363425-upload-a-pdf-to-a-project">PDFs</a>: In the projects tab.
- Emails: In the emails tab.
- <a href="https://help.dubsado.com/tasks/sharing-task-boards" rel="nofollow noopener noreferrer" target="_blank">Public task boards</a>: In the projects tab.

<a href="http://help.dubsado.com/en/articles/3637240-creating-and-managing-tasks">Tasks</a>

<a href="http://help.dubsado.com/en/articles/1698660-custom-fields">Custom mapped fields</a>

<a href="http://help.dubsado.com/en/articles/2247872-project-tags">Project tags</a>

<a href="http://help.dubsado.com/en/articles/2909579-what-is-a-lead-capture-form">Lead capture forms</a>

- <a href="http://help.dubsado.com/en/articles/3637240-creating-and-managing-tasks">Tasks</a>
- Notes and call logs
- <a href="http://help.dubsado.com/en/articles/1698660-custom-fields">Custom mapped fields</a>
- <a href="http://help.dubsado.com/en/articles/2247872-project-tags">Project tags</a>
- <a href="http://help.dubsado.com/en/articles/2909579-what-is-a-lead-capture-form">Lead capture forms</a>

Deleting the item from the client’s project in Dubsado will automatically remove it from their portal.

Here is what your client can see in the client portal

What gets synced to my client's portal?

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What gets synced to my client's portal?

In this article:

Automatically synced

Synced after sending to the client

Not seen by clients

Removing items from the portal