Introduction

Client Portals are customer-facing pages that allow you to collect information and documents from your counterparties. Client Portals present themselves as multi-steps onboarding journeys that you can personalize with your own requirements.

Client Portals are meant to replace Onboarding Flows, a previous Dotfile product. Unlike Onboarding Flows, Client Portals can be entirely edited directly in the Dotfile app, without requiring assistance from the Dotfile team.