WorkOS
Client portal (setup)
How to enable and adjust the portal for your clients.
How to activate and configure the client portal
The steps for your clients to be able to enter the portal and see the documents you share with them.
Who can see each document in the portal
Access is decided document by document and checked every time someone opens it.
Document types: signature, payment and terms and conditions
Decide which documents need approval, what your client sees when approving and how to require them to accept your legal terms.
How to upload your document template (cover, header and footer)
The template gives your documents your brand image, both in the portal and in the PDF. What it must contain and how to upload it.