PortalManager Users Guide

Introduction - Welcome to Client Portals

PortalManager allows you to manage documents between you and your clients. You can post documents to a Private Client Site where your clients can view them and add files of their own. When a client edits a document or adds a document, you will be notified via email.

With PortalManager, you can also :

  • Email your clients
  • Preview your clients' portal experience
  • Share the same document with multiple clients
  • Print documents from any application directly to PDF files in a client's Private Client Site