Activating a contact to use the client portal

<p style="">The most efficient and secure way to interact with your clients in Senta is through the Client Portal. This is a dedicated area of your Senta workspace that your clients can access to view and upload documents and complete tasks set by you, such as signing documents.</p><p style=""><br></p><p style="">To activate a contact, you must first add at least one client, and ensure you have added an email address for them.</p><p style=""><br></p><p style="">- Navigate to their contact card:</p><p style=""><br></p><p style="">Client &gt; Contacts</p><p style=""><br></p><p style="">- Click activate <em>[email protected]</em></p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032704502/original/SazyLHCGQTJ8IGBkqCCvAGswt5W2LDZOPw?1522919070" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032704502/original/SazyLHCGQTJ8IGBkqCCvAGswt5W2LDZOPw?1522919070" data-fileid="12032704502" data-uniquekey="1522918717189" style="width: 439px; height: 491.3px;"></p><p style=""><br></p><p style="">- You will then be prompted to activate that contact for the client</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032704755/original/YC3E_bHrOPxs0gKcBya2BJvFLoKveKwBrg?1522919395" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/12032704755/original/YC3E_bHrOPxs0gKcBya2BJvFLoKveKwBrg?1522919395" data-fileid="12032704755" data-uniquekey="1522918717189" style="width: 507px; height: 95.9679px;"></p><p style=""><br></p><p style=""><br></p><p style="">Your client contact will receive the standard email asking them to create an account so they can sign into the portal. <strong>You can customise this email by going to:</strong></p><p style=""><br></p><p style="">Settings &gt; General &gt; Emails</p><p style=""><br></p><p style="">and editing the 'Welcome to Client Portal' email template.</p><p style=""><br></p><p style=""><br></p><p style="">Note - You can activate as many contacts as you want. This can be useful when assigning tasks and requesting documents from different people within your client's business.</p>