Building your first Client Portal

Before building your first Client Portal, prepare the following:

1. Define your custom properties: each field of every step must map to either a default property of the entities or a custom property you created for this purpose. See the article on creating custom properties.
2. Create the custom document types you need: create any document you need to request from your counterparties during onboarding. See the article on creating custom document types.
3. Define your templates: create a template containing all the checks your counterparties need during onboarding, and build the checklist by entity type. A template can include the custom document types you created earlier. See the article on templates for more details.