Building your first Client Portal

Before building your first client portal, a few prerequisites are required:

1. Define your custom properties: Each field in every step must be associated with either a default property of the entities or custom properties you’ve created specifically for this purpose. Please review this article on how to create custom properties.
2. Create custom document types as needed: Create any documents you need to request from your counterparts during onboarding. Please review this article on how to create custom document types.
3. Define your templates: Create a template containing all the checks required for your counterparts during onboarding. Define your checklist based on the type of entities. Your template may include some of the custom document types you have previously created. Please review this article for more details.