Share the Client Portal URL
Send a business contact the link to the portal you want them to complete
In a case, click Share case link in the top-right menu. You can then choose which of the Client Portals that are online in your workspace the business contact should access.
To see what the contact experiences when they open the link, and how to choose between Direct access and Email verification for your shared links, read Secure share links.
Updated 1 day ago
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